Brokerage leads stay accountable. Agents' own contacts stay private. BrokerDrive tracks where each lead came from, who owns it, who it's assigned to, and who can see it — so every record has the right access from day one.
New inquiry · MHAP IDX
Maria Gomez
Reunion, CO · Buyer
“Is 17910 Parkside Dr N still open for a weekend showing?”
Assigned to
Jordan Hayes
Reunion team
Next action
Text Maria + send Reunion saved search
Lead routing — website inquiry to agent
A buyer asks about a Reunion, CO listing on the MHAP site. BrokerDrive tags where it came from, matches the rule, assigns the agent, and starts a respond-by timer.
How it works
- 1
Catch it
The website inquiry is saved with its source, the listing, and the search area.
- 2
Match it
A rule matches a Reunion buyer lead.
- 3
Assign it
The lead goes to the right agent, and a respond-by timer starts.
- 4
Act on it
The agent sees the next step. The broker sees the full history.
Transcript
Maria asks about a Reunion, CO listing on the MHAP website. BrokerDrive saves the listing, the source, the search area, and her message, then sends the lead to Jordan Hayes using MHAP's Reunion rule. Jordan sees the next step to take. The broker can see everything, because the lead came from the brokerage site.
What it does
Catch leads from every source
- Website and listing inquiries
- Home-value requests
- Showing requests
- Leads that come in by email
Track where each lead came from
Every lead records its source. So who it goes to, what shows up in reports, and who owns it all start from the truth.
Rules that fit how you work
- Take turns (round-robin)
- Office or team queues
- Send agent-page leads straight to that agent
- Respond-by timers, with a backup if time runs out
No double records
New leads are matched against the ones you have, so the same person doesn't split across three agents.
Private for agents, visible to brokers where it counts
Agents keep their own contacts private. Brokers see the history and assignment of brokerage leads — not private notes.
Ask before you look
When a broker needs to see a private record, they ask, and the agent says yes or no. Either way, it's recorded.
Who sees what
Broker view
The history and assignment of brokerage leads, whether they were answered in time, and where they came from — without reading agents' private notes.
Agent view
A CRM that's actually usable, where their own contacts stay private and brokerage leads arrive with what they need to close them.
Why it matters
Answering leads fast wins deals. And a clear line on who owns what keeps agents trusting the system instead of working around it.
Frequently asked questions
- Can brokers see the history of brokerage leads?
- Yes. Leads from the brokerage site belong to the brokerage, so the broker can see their history and who they're assigned to.
- Can agents keep their own contacts private?
- Yes. An agent's own contacts are private by default, and they're never handed to the brokerage if the agent leaves.
- Can a broker ask to see a private record?
- Yes. The broker asks, the agent says yes or no, and the request is recorded either way.
- Can teams own leads?
- Yes. A team can own leads, with its own rules and shared access for the team.