Keep real estate team leads from going unclaimed by assigning an available owner and a next due action in your CRM. Scale With Search scopes one lead operations function at a time for owners and brokers with 5 to 30 agents. Start with the handoff your team cannot account for today.
An inquiry may reach the wrong real estate agent. Another may get one call and nothing after. The scope starts with that observed gap and defines the result you will accept.
Scope your team's lead operations.
Keep the CRM your team already uses.
Scale With Search works with all popular CRMs. The written scope confirms the connection supported by your account. It names the work needed before a routing rule or follow-up draft can be accepted.
Keep the contact history your team relies on. Identify an existing owner before assigning a returning contact. Treat an unresolved ownership conflict as review work.
Each AI function is priced in a written scope, set by the size of the team and the work.
Give each incoming lead an eligible owner.
Choose which real estate agents may receive an inquiry before choosing the distribution method. Define coverage by the requested service area. Keep temporary availability separate from permanent eligibility.
Write each source rule in priority order. Define property price bands where your policy uses them. Put missing data into a monitored review path instead of guessing.
Choose round robin when eligible real estate agents should take turns. Choose first to claim when eligible real estate agents should accept a lead within a defined window. Require one confirmed owner when claims arrive together.
The lead routing function scopes those mechanics. The CRM routing guide explains the decisions the team must supply.
Put a deadline on unclaimed work.
Set the claim window and the receiving destination when it expires. Check for a response before reassignment. Preserve the original question when another real estate agent takes responsibility.
Name a reviewer for an inquiry that has no eligible recipient. Give that reviewer coverage when they are away. Stop repeated reassignment when the available roster is empty.
The speed to lead function connects the alert to an agreed response clock. Read the real estate speed to lead guide before choosing the events the report will count.
Keep work visible after the first call.
Require an outcome for the first contact attempt. Keep a next due action for an unanswered inquiry. Let a reply or a request to stop end the approved follow-up sequence.
The lead follow-up function prepares drafts from the recorded question and approved team wording. The responsible real estate agent reviews the draft before sending it. Missing context stays a question for that real estate agent.
A draft must not invent a visitor's budget or readiness to move. A real estate agent's silence must not be reported as completed follow-up.
Inspect the mechanism before accepting the work.
The proof is the rule table and a received test inquiry. Test with synthetic contact details. Write the expected result before running each case.
| Acceptance case | Evidence you can inspect |
|---|---|
| Source rule overlaps an area rule | The approved priority selects the expected owner |
| Real estate agent is unavailable | The inquiry reaches the approved coverage destination |
| Two real estate agents claim together | One confirmed owner is recorded |
| Claim window expires | Unclaimed work reaches the agreed fallback |
| First call receives no answer | A next due action remains visible |
| Visitor replies before a draft is sent | Pending follow-up stops for real estate agent review |
The handoff includes the rules you approved and the observed test results. It also identifies who maintains the connection. A failed case stays open until the repaired route passes.
Keep website intake connected to team operations.
The website form routing guide covers the information that must arrive with the inquiry. The real estate website scope covers the public page when the intake path needs repair.
Start with one recurring failure in the current handoff. The scope defines the acceptance check before work begins.