Find any deal in seconds and keep your most important leads at the top of the board.
Who this is for: Brokers
Filter your leads
On the Leads page, use the default filters: Broker, Lead search (name, email or mobile), Co-assigned member and Submitted on.
Click Advanced filters for more, such as state, referral source, labels, lender and settlement date.
To see a team member's deals, use Search by Assigned Member. It finds leads where they're the broker or an added member.
Click Reset filters when you're done.
Label leads
In List view, click Add Label on the lead. In Kanban view, hover over the three dots on the card and choose Label.
Click a label to apply it (a white tick shows it's active). Click again to remove it.
To make a new label, click Create New, enter a name, pick a colour and click Create.
To rename or delete a label, click the pencil next to it.
In Kanban view only the colour shows. Click the label to see its name.
Pin a lead as high priority
Hover over the three dots on the lead card and select Priority. The lead is pinned to the top of its stage.
To unpin, open the three dots again and click Unpin.
See who owns each lead
Kanban cards show up to three profile icons: assigned broker, associate broker and assigned member. Initials appear if there's no photo.
Need a hand?
Email [email protected] and our team will get back to you.