Real Estate Lead Qualification & Scoring Agent
Not sure which leads deserve your attention? This agent applies custom scoring fields, updates deal stages, and assigns action plans in Follow Up Boss. It helps your team prioritize high-potential prospects and focus efforts where they’ll drive the most revenue.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
You’re Drowning in New Inquiries and Don’t Know Who’s Serious
Every day, your inbox fills with new leads, but your team wastes hours figuring out who’s actually ready to buy or sell. This agent instantly scores and qualifies every lead, so you focus only on those most likely to close.
Your Agents Manually Move Leads Between Deal Stages
Your team spends valuable time dragging leads between stages in Follow Up Boss. The agent updates deal stages automatically based on lead quality, keeping your pipeline accurate and saving hours each week.
High-Value Prospects Slip Through the Cracks
Without a consistent qualification process, your best leads sometimes get missed. The agent assigns action plans to top prospects as soon as they enter the system, so no hot lead is ever forgotten.
You’re Still Using Spreadsheets to Track Lead Scores
If you’re exporting leads to Excel just to add scores and notes, this agent eliminates the hassle by managing all scoring and custom fields directly in Follow Up Boss.
Your Team Wastes Time on Unqualified Leads
Agents chase every inquiry, even those with no intent. The agent filters and groups leads by qualification, so your team spends time only where it counts.
How to hire your agent
Connect Follow Up Boss
Securely connect your Follow Up Boss account so the agent can access your leads, deal stages, custom fields, and action plans.
Tell the Agent What to Do
Specify your lead scoring criteria, which custom fields to use, and which action plans to assign for each score range. Decide if the agent should update existing leads, new leads, or both.
Agent Goes to Work
The agent reviews incoming and existing leads, applies your scoring rules, updates deal stages, creates or updates custom fields, and assigns the right action plans—all automatically in Follow Up Boss.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automatically Scores New Leads Using Custom Fields
Applies custom scoring fields to each new lead in Follow Up Boss, so your team instantly sees which prospects are most likely to convert.
Updates Deal Stages Based on Lead Quality
Moves leads through your custom deal stages in Follow Up Boss according to their qualification score, ensuring your pipeline reflects real sales potential.
Assigns Action Plans to High-Priority Prospects
Automatically attaches the right action plan to each lead based on their score, so your agents follow up with the hottest prospects first.
Creates and Manages Custom Fields for Lead Data
Builds and updates custom fields in Follow Up Boss to track the attributes that matter most for your business—no manual data entry required.
Organizes Leads Into Targeted Groups
Sorts and groups leads in Follow Up Boss based on qualification criteria, making it easy to distribute the right leads to the right team members.
Keeps Your Deal Pipeline Clean and Current
Automatically updates deals and removes unqualified leads from active pipelines, so your sales team focuses only on real opportunities.
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