Auto-assignment
New leads go to the next broker by round robin or by territory, and the broker gets a notification immediately.
For brokerages
The real estate CRM built around the first call
Most CRMs store leads. RealtyIQ is built to stop them leaking: every enquiry is assigned, timed and followed up, and the owner sees which ones are going cold while there is still time to save them.
The problem
Where do broker leads actually go?
- A portal or microsite enquiry arrives while the broker is on a site visit. Nobody owns it, so nobody calls.
- When someone does call, the buyer asks about a project the broker cannot find fast enough, and the promise to "send details" is forgotten.
- The follow-up date passes, the lead goes quiet, and when the broker leaves, his leads leave with his phone.
The fix
How RealtyIQ keeps every lead owned
First-call timer
The minutes from assignment to first call or WhatsApp are recorded for every lead, so response time is a number, not an opinion.
Call mode
During the call, the project search opens beside the lead, prefilled with the buyer's requirement and budget.
One-tap WhatsApp
Share a project microsite with a tracked link in one tap; the share is logged as a touch on the lead.
Reminders and ageing
Follow-ups fire reminders, and each lead is coloured fresh, warm, cooling or cold by days since its last touch.
Reassignment
When a broker leaves, his open leads are reassigned in one step. The brokerage owns the data.
In the product
What the owner sees
The owner dashboard shows the pipeline at risk, average minutes to first call, overdue follow-ups and unassigned leads, each tile linking to the exact leads behind it. The view above is drawn with sample data.
Questions
Questions, answered
What is a real estate CRM for brokers?
It is software that records every buyer enquiry, who owns it, every call and message, and what happens next. For a brokerage the useful part is not the record but the prompts: who to call now, which follow-up is overdue, and which leads have gone cold.
How is RealtyIQ different from a spreadsheet?
A spreadsheet stores rows. RealtyIQ assigns each new lead, times the first call, reminds the broker on the follow-up date, flags duplicate phone numbers and keeps the history when a broker leaves.
Does RealtyIQ work on a phone?
Yes. It runs in the browser and is designed for a broker on a site visit: tap to call, tap to WhatsApp, record a voice note.
More ways brokerages use RealtyIQ
Stop paying for leads that leak
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