How to Create an Effective Real Estate Lead Management Process

Managing your properties or being a real estate agent can be overwhelming, especially if you don’t have experience in the field. You’ll have issues with starting and managing your first clients in your real estate business. If seeking ways to drive and manage your real estate leads, this article will give a detailed procedure on how to go about it.

Steps to Create an Effective Lead Management Process

It is essential to have a lead management process since it will help you lighten the duties. Besides making the work more accessible, it enables you to manage your team in each step of the process. Here are the steps for an effective lead management process.


Get your leads into one central place

Before anything else, you are required to position all your leads into one central place, especially if managing a team since you’ll be having leads from different sources. According to Deal Machine, “real estate lead management software should make it simple for your team to manage everything and integrate seamlessly with your existing CRM.” Through the software, you can organize your leads into groups, depending on the source. After arranging them, you can run campaigns, adding notes, and other details to each profile to ensure every profile has the necessary information.

Collaborate with your team

Your lead management software has to be used by every team member. Your team, including admins, agents, and lenders, need to be set up in the system to ensure the process’s smooth operation. Once added, the process can get automated to see how each team is getting on with the leads. You can also create a central communication place and catch up with your agents’ conversations.

Automate Lead Distribution and Follow up

The lead management software must be simple to distribute leads to the agents and support follow-up in a single click. It should distribute, rotate, and assign specific leads to agents in a more straightforward way. Once an email gets to a lead, the system must follow up with subsequent emails if the lead doesn’t answer back without having an agent input.

Ensure no lead gets lost

You have to ensure that you and the agents never lose even a single lead. The real estate lead management software should give details on which lead to call and who needs a follow up without manually updating it. It has to filter between the new leads, active ones, and past clients. This step avoids over following one lead while leaving the other unattended to keep everyone in check.

Get ready for tracking and audit

The system should give out the team’s performance in real-time, besides giving updates on the leads. It should provide the agents with performance on a single click, showing who’s on top of the game, the lagging, and those who need retraining and coaching.

Follow up with past clients for repeat orders and referrals

Once there is a flow of processes, you have to follow up with past leads and ask for repeat orders or referrals.

Do not let your current lead management processes daunt you. Use the details provided in this article to develop a better, efficient, and responsive lead management process. This process will ensure clients get satisfied, and your business soars high on profits.

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