Routing models that work

There is no single right model — top-performing real estate teams layer two or three together:

  • Round-robin — equal distribution, simplest model, fair across team
  • Geographic — leads route by zip code, neighborhood, or service area
  • Source-based — referrals to lead agent, portal leads round-robin, etc.
  • Skill-based — luxury leads to luxury specialist, first-time buyers to buyer-focused agent
  • Weighted — top performers get more leads, scaled by closing rate
  • Availability-based — only route to agents currently on duty / online

Custom rules and priorities

Most teams need stacked routing logic to handle every lead type. In Lofty Front + Lofty CRM, you build rules by stacking IF/THEN conditions:

  • IF lead source = referral THEN route to lead agent
  • ELSE IF lead zip in [78704, 78745] THEN route to South Austin team round-robin
  • ELSE IF lead price > $1M THEN route to luxury specialist
  • ELSE round-robin among active agents

Full attribution

Every lead ships with full attribution — source, page, search term, behavioral history. Agents know exactly what the lead is interested in before they reach out. Team leaders see source ROI in the dashboard.

Auto-escalation when no response

If the assigned agent doesn't respond within the SLA window (configurable; typically 5 minutes for hot leads), Lofty Front automatically routes the lead to the next agent in the queue. No lead falls through the cracks because someone was at a showing.