Quick Navigation

1. Brokerage-Provided Leads
2. Online Lead Portals
3. Social Media Lead Generation
4. FSBO & Expired Leads
5. Prospecting & Cold Outreach
6. Referral Networks
7. Community & Networking
8. Niche Lead Sources
9. Technology-Driven Leads
10. How to Work Your Leads
11. Contact & Support

Winslow Homes provides direct access to qualified buyer and seller leads through partnerships with major real estate platforms and technology providers. These are the easiest leads to work because they're pre-qualified and actively searching.

BROKERAGEOpcity / Realtor.com Leads

Qualified buyer leads generated from Realtor.com and syndicated property listings. Leads are real-time and matched to agent service areas.

Access via BoldTrail CRM. Check daily for new leads and follow speed-to-lead protocols. Assign buyers to agents by location and specialization.

Contact your broker for lead allocation details.

BROKERAGEOJO Labs / Movoto Leads

Intelligent buyer leads from OJO Labs with intent data showing property price points and neighborhood interest. Pre-screened for motivation.

Distributed through BoldTrail. Track engagement and follow-up in CRM. Set up automatic lead assignment rules by area.

Contact your broker for allocation and setup.

BROKERAGEAgent Pronto Referrals

Refers agents outside our market service areas to Winslow Homes agents. High-quality referrals from licensed professionals with direct relationships.

Check Agent Pronto portal daily. Respond within 2 hours. Include market analysis and your contact info in response.

BROKERAGEWinslow-Homes.com IDX Leads

Buyer leads captured directly from the Winslow Homes website through property searches, saved searches, and lead forms. Highly motivated local prospects.

All leads funnel to BoldTrail. Set up email notifications for new website leads. Follow up within 15 minutes for best conversion.

Log in to BoldTrail to see real-time website lead activity.

BROKERAGENovus Home Mortgage Referral Leads

Buyer leads from our in-house mortgage division. Clients pre-approved and ready to buy. Direct connection to loan officers at Novus Home Mortgage.

Contact Novus loan officers directly at 386-690-5858. Get pre-approval details and timeline. These buyers move fast, so respond immediately.

Phone: 386-690-5858 | www.winslowloan.com

BROKERAGEZillow Leads (Brokerage Purchase)

Real-time buyer leads from Zillow sent exclusively to Winslow Homes agents. Brokerage purchases leads in bulk and distributes to top performers.

Leads automatically funnel to BoldTrail. Competition is high, so speed matters. Contact leads within 5 minutes for best response rates.

Reach out to your broker for lead allocation and performance tier requirements.

Agents buy or subscribe to online lead platforms directly. These are buyer-generated leads from high-traffic real estate websites. Quality and cost vary by platform. Always compare conversion rates to subscription cost before committing.

PORTALZillow Premier Agent

Pay-per-lead model for buyer leads on Zillow. Agents bid for leads in their service areas. Higher bids = more leads received.

Set up account, select target cities, set bid amount, and confirm Zillow pre-approval. Leads come via email and dashboard.

PORTALRealtor.com Connect (Agent Connect)

Direct buyer leads from Realtor.com. Agents receive leads from property searchers in their brokerage service area.

Requires Realtor.com membership. Leads delivered through broker or direct Realtor.com account. Track lead sources and response times.

PORTALHomes.com

Buyer and seller leads from Homes.com searches and lead forms. Growing alternative to Zillow with lower cost-per-lead.

Create agent profile, define service areas, and activate lead delivery. Leads sent via email and platform dashboard.

PORTALRedfin Partner Program

Non-exclusive buyer and seller leads from Redfin. Leads come from mortgage pre-qualification and property matching.

Apply for Redfin Partner Agent program. Leads distributed through Redfin dashboard. Response time is critical for assignment.

PORTALUpNest

Seller leads matched to agents based on service area and reviews. Sellers use UpNest to get competing agent pitches.

Create profile with photos and reviews. Respond quickly to lead inquiries. UpNest vets sellers for legitimacy.

PORTALHomeLight Concierge

Pre-qualified seller leads matched to agents nationwide. HomeLight pre-screens sellers and provides property comps and CMA data.

Apply and become HomeLight Preferred Agent. Leads routed based on market experience and rating. Respond within 1 hour.

PORTALFastExpert

Instant buyer and seller leads from a nationwide agent network. Leads matched by location and agent availability.

Join FastExpert, set availability and service areas. Receive lead notifications via email and dashboard. Lower cost than Zillow.

PORTALClever Real Estate

Seller leads matched with discount agents. Clever connects sellers with vetted agents based on ratings and reviews.

Create Clever agent profile, add reviews and experience. Leads assigned based on availability and ratings. Transparent pricing model.

PORTALIdeal Agent

Seller leads from Ideal Agent's comparison platform. Sellers request agent consultations and get matched recommendations.

Join Ideal Agent network. Profile building is critical for lead flow. Leads sent to highest-rated agents in each area.

PORTALReferralExchange

Agent-to-agent referral network for out-of-area leads. Agents post referral needs and split commissions with receiving agents.

Create profile with specialization. Post referrals you need and accept referrals you handle. Commission split negotiated per deal.

PORTALRocket Homes

Buyer and seller leads from Rocket Homes and Rocket Mortgage integration. Leads come from mortgage seekers and property searchers.

Link Rocket Homes agent account. Leads delivered via dashboard and email. Integration with Rocket Mortgage pre-approval data.

Build audience and capture leads through social platforms. Social media lead generation requires consistent content, engagement, and conversion tracking. Aim for high-value audience targeting and clear call-to-actions.

SOCIALFacebook Marketplace Listings

List your own properties on Facebook Marketplace to reach local buyers. Free exposure with built-in lead capture through Messenger.

Create Winslow Homes business Facebook page. Post listings with photos, description, and contact method. Monitor Messenger for inquiries daily.

SOCIALFacebook Lead Ads

Paid ads with built-in lead forms. Leads auto-populate with Facebook profile info, reducing friction. Track ROI through Ads Manager.

Use Facebook Ads Manager to create lead form campaigns. Target by location, age, interests (home buying, real estate, etc.). Download leads daily.

SOCIALInstagram Reels for Real Estate

Short-form video content showcasing listings, market tips, and home staging. Instagram Reels reach 30 percent more accounts than photos.

Post 1-2 minute Reels 3-4 times per week. Use location tags and hashtags (#YourCity Homes, #RealEstateAgent). Include bio link to lead capture form.

SOCIALInstagram Stories & Guides

Behind-the-scenes content, property walkthroughs, and buyer/seller tips in Stories. Guides compile your best tips for lead capture.

Post Stories 5-6 days per week. Use polls, questions, and links to lead forms. Guides stay on profile and drive traffic to contact page.

SOCIALTikTok Real Estate Content

Viral short-form videos about home buying, real estate trends, and property tours. TikTok reaches younger first-time buyers.

Post 2-3 times per week. Trends move fast, so test different formats. Use TikTok analytics to track view-to-follow conversion.

SOCIALYouTube Channel for Listings

Virtual property tours, market updates, and real estate education. YouTube builds authority and captures leads through channel links.

Create Winslow Homes YouTube channel. Upload property tours with clear audio and 4K video. Include lead capture link in video description.

SOCIALYouTube Shorts

Short-form video content within YouTube. Shorts reach YouTube's home feed and compete with TikTok-style content.

Create 15-60 second clips from property tours and market tips. YouTube Shorts prioritize original content. Include calls-to-action verbally.

SOCIALLinkedIn Networking

Build professional network with mortgage lenders, attorneys, accountants, and other referral sources. LinkedIn connections lead to referrals.

Optimize your LinkedIn profile with Winslow Homes branding. Post market insights 2-3 times per week. Connect with referral partners directly.

SOCIALLinkedIn Articles

Long-form thought leadership content on LinkedIn. Articles establish expertise and attract high-net-worth connections.

Publish articles on market trends, buyer/seller tips, and local real estate insights. LinkedIn distributes articles to relevant networks.

SOCIALNextdoor Neighborhood Marketing

Hyperlocal app connecting neighbors in specific zip codes. Post local market tips, open house invites, and neighborhood insights.

Join Nextdoor as a business member. Post 2-3 times per week with neighborhood-specific content. Track leads through Nextdoor messages.

SOCIALPinterest Home Design Boards

Create Pinterest boards for home design, staging, and neighborhoods. Pins drive traffic to your website and blog.

Create Winslow Homes business account. Build boards for kitchen design, modern staging, and neighborhood guides. Link pins to website.

FSBO (For Sale By Owner) and expired listings are prospects ready to switch strategies. FSBO owners typically after 30-90 days of no offers. Expired listings often re-list with agents. Both categories have documented motivation and market experience.

TOOLMOJO Dialer FSBO Lists

Nationwide FSBO database updated daily. Access active for-sale-by-owner listings in your target markets. MOJO integrates with dialer for outreach.

Log in to MOJO Dialer. Search by address or area. Make daily calls to FSBO owners. Track conversations in MOJO notes.

TOOLMOJO Dialer Expired Lists

Expired listings from MLS across your service areas. MOJO pulls expired data and serves it in the dialer interface.

MOJO Dialer subscribers get expired lists automatically. Filter by list price and days since expiration. Aged expireds (60+ days) convert fastest.

TOOLREDX (Real Estate Data eXchange)

Real-time expired and FSBO lead aggregator. REDX pulls data from public records and MLS sources. Includes contact info and property details.

Create REDX account and select target counties. Download lists daily or pull real-time leads. Add to CRM for follow-up campaigns.

TOOLVulcan7

Nationwide FSBO and expired lead platform with lead scoring. Vulcan7 prioritizes high-probability prospects based on property and seller data.

Subscribe to Vulcan7. Access platform daily for hot leads. Higher-scored leads show increased motivation and timeline.

TOOLLandvoice

FSBO-specific lead platform combining online listings with phone-verified contact info. Landvoice specializes in unrepresented sellers.

Create Landvoice account and define service areas. Download daily FSBO lists with verified phone numbers and emails.

TOOLCole Realty Resources

Comprehensive expired and FSBO lists with property analysis and comparative market data. Cole provides leads in bulk export format.

Subscribe and select service area counties. Lists available via email or direct download. Pricing by county and frequency.

TOOLTheRedX (Formerly Real Estate Daily)

Real-time FSBO, expired, and coming soon leads with advanced filtering. TheRedX includes property equity and seller motivation analysis.

Subscribe to TheRedX and activate in your market. Download daily leads or integrate API. Training available for best use.

Direct prospecting creates leads from scratch through farming, canvassing, and targeted mailing. These methods require discipline and consistency but generate leads at low cost. Success depends on frequency and follow-up. Pair with CRM tagging for long-term pipeline building.

TOOLMOJO Dialer Neighborhood Farming

Pull all phone numbers in a target neighborhood or zip code using MOJO Dialer. Call prospects to introduce yourself and ask for listings.

Log into MOJO and select farm area. Dialer auto-dials numbers. Track calls and conversations. Set follow-up reminders in MOJO CRM.

STRATEGYDoor Knocking / Canvas

Knock on doors in target neighborhoods to introduce yourself, gather listings, and build relationships. Best done early mornings and weekends.

Identify farm area (10-20 blocks). Walk every home. Be friendly and professional. Offer to do a free market analysis. Tag prospects in BoldTrail.

Track addresses and follow-up dates. Visit same area every 30 days for consistency.

STRATEGYCircle Prospecting (Sold Listings)

Call and visit neighbors of homes you just sold. These prospects saw your sign and know home values shifted. High conversion rate.

For each new sale, make 20-30 calls and door knocks to addresses within 3 blocks. Send post card about market change. Follow up monthly.

Use MOJO Dialer for calling. Tag prospects in BoldTrail by geography.

STRATEGYGeographic Farming with Direct Mail

Select farm area and send monthly postcards with market stats and your photo. Direct mail builds name recognition over 6-12 months.

Choose 500-1000 home farm area. Send postcard 1st of month. Include QR code to market report. Track responses in CRM.

Pair with door knocking to accelerate awareness and conversion.

STRATEGYAbsentee Owner Lists

Target owners who don't live at their property. These properties often convert to rental or investment properties. Buyer and seller motivation.

Purchase absentee lists from REDX, Vulcan7, or local tax assessor database. Call and mail to absentee owners. Highlight rental and sale benefits.

Use MOJO Dialer for phone outreach. Follow-up every 60 days.

STRATEGYPre-Foreclosure Lists

Target homeowners facing foreclosure. Some stop payments and seek short sale agents. Others catch up and refinance with buyer's agent.

Purchase lists from Landvoice or REDX. Send empathetic outreach letter. Use licensed pre-foreclosure calling scripts. Respect privacy laws (FDCPA).

Tag as sensitive in BoldTrail. Follow up quarterly.

STRATEGYProbate Leads

Target families who lost a relative and may need to sell inherited property. Probate leads have motivated timelines and decision makers.

Purchase probate lists from county records or lead providers. Send handwritten note (not email or cold call). Respect grieving period.

REDX and Vulcan7 sell probate-filtered lists. Follow up after 2-3 weeks.

STRATEGYDivorce Leads

Target divorcing couples who must sell jointly owned property. High motivation and set timeline. Often need quick sale.

Some states allow public access to divorce records. Build list from court records or purchase from lead providers. Mail professional, discreet outreach.

REDX provides divorce-filtered lists in some states. Respect sensitive situation.

STRATEGYTax Delinquent Lists

Target owners behind on property taxes. Often motivated sellers facing auction. Some invest in fix-and-flip properties.

County tax assessor provides public delinquent lists. Send professional acquisition letter. Highlight tax sale timeline.

Build relationships with investors who buy these properties. Create buyer leads for distressed sales.

Referral networks are the foundation of sustainable business. These sources provide warm introductions and repeat business. Invest in relationships with past clients, professionals, and other agents. Referrals convert 3-5x faster than cold leads.

NETWORKPast Client Referrals

Follow-up system for past clients to request referrals and repeat business. One past client referral replaces 10+ cold leads.

Use BoldTrail to tag past clients. Set automated email campaigns for referral requests at 3, 6, and 12 months. Make annual thank-you calls.

Offer referral bonus or discount for referred clients to incentivize engagement.

NETWORKAgent-to-Agent Referrals

Agents outside your market refer clients moving to your area. Reciprocal referrals create new revenue stream without lead cost.

Join ReferralExchange or build direct relationships with agents in other states. Negotiate commission split (typically 25-35 percent). Deliver white-glove service.

NETWORKTitle Company Referrals

Title companies handle closings and see high-value referral opportunities. Build relationship with title agents and underwriters.

Contact local title companies (Fidelity, Alamo Title, etc.). Invite underwriter to coffee. Offer your services for buydowns and closing cost assistance.

Follow up quarterly with market updates and appreciation.

NETWORKAttorney Referrals

Estate and family law attorneys refer clients selling property. These referrals are motivated and often time-sensitive.

Build relationships with local real estate attorneys. Invite to networking events. Offer CMA and market insight for referred clients.

Send handwritten notes after each referral close. Annual thank-you dinner builds loyalty.

NETWORKFinancial Advisor & CPA Referrals

CPAs and financial advisors help clients optimize real estate purchases and sales. They refer buyers, sellers, and investors.

Network with CPAs and advisors at chamber events. Share market data and investment insights. Offer referral fee or split (if allowed by regulations).

Build CPA relationships for tax-deferred 1031 exchanges and capital gains planning.

NETWORKInsurance Agent Referrals

Insurance agents serve homebuyers and see clients needing agent representation. Easy networking through mutual referrals.

Connect with local insurance agents (auto, home, life). Share referral exchange opportunities. Invitations to open houses and events.

Send client data when closing (new homeowners = new insurance needs).

NETWORKHome Inspector Referrals

Home inspectors work on transactions and hear client concerns about agents. Positive referrals from inspectors drive new business.

Build relationship with 2-3 trusted inspectors. Introduce yourself and ask for referrals. Respect their role and don't pressure estimates.

Thank-you coffee after each referral close builds loyalty.

NETWORKContractor & Builder Referrals

Contractors and builders work with homeowners and investors. They refer renovation buyers and investor leads.

Network at home improvement shows and chamber events. Offer contractor leads for landlord/investor clients. Share contact info and referral process.

Build relationships with 5-10 contractors in your area for reliable referrals.

Community involvement builds credibility and creates organic lead sources. Attend events, join organizations, and volunteer. These activities generate repeat business and referrals from people who know, like, and trust you.

COMMUNITYOpen Houses (Yours & Others)

Hold open houses for your listings and attend others' open houses to meet buyers and sellers. Open houses generate walk-in leads and buyer intelligence.

Host open houses on weekends. Use sign-in sheets to capture buyer info. Attend 3-4 other agents' open houses monthly to scout competition and network.

Follow up with open house visitors within 24 hours.

COMMUNITYReal Estate Investor Meetups

Local investor groups meet monthly to discuss deals, market trends, and investment strategies. Ideal for buyer and joint-venture leads.

Google "real estate investing meetup" plus your city. Attend monthly meetings. Exchange contact info and offer buyer/seller services for investor deals.

Build reputation as go-to agent for investment transactions.

COMMUNITYChamber of Commerce

Local chamber provides networking events, leads database, and business visibility. Chamber members refer each other frequently.

Join local chamber. Attend monthly events. Sponsor event or booth. Ask for business introductions and referrals.

COMMUNITYBNI (Business Networking International)

Structured weekly networking group with strict referral commitments. BNI members must attend weekly and generate referrals for each other.

Search "BNI near me" and visit local chapter. Attend 3 meetings free. Pay membership for weekly attendance. Generate referrals from diverse businesses.

COMMUNITYLocal Community Events

Sponsor or exhibit at farmers markets, street fairs, car shows, and festivals. Low-cost visibility in front of target audience.

Identify 4-6 annual community events in your farm areas. Set up booth with flyers, business cards, and sign-in sheet. Offer gift card or raffle entry.

Follow up with lead forms collected at event within 48 hours.

COMMUNITYChurch & Civic Groups

Religious organizations and civic clubs (Rotary, Lions, Kiwanis) have strong member networks. Volunteering builds reputation and leads.

Join local church or civic organization. Volunteer for committees. Attend meetings and events consistently. Network with members.

Many members will refer friends and family needing agent services.

COMMUNITYSports Leagues & Clubs

Recreational sports and clubs put you in front of potential buyers and sellers. Golf leagues and tennis clubs attract high-net-worth clients.

Join local golf league, tennis club, or running group. Attend social events and sponsor team or tournament. Hand out cards and exchange contact info.

Casual relationships often turn into referrals when clients need agent services.

Specialized lead sources for specific buyer/seller profiles. Niches reduce competition and increase conversion rates. Target military, relocating, first-time buyers, investors, or senior downsizers. Specialization builds credibility and referral volume.

NICHEMilitary & VA Buyer Leads

Target military families and veterans using VA loans. No down payment required, lower rates. High concentration in FL, MA, and other military states.

Specialize in VA loans. Partner with VA loan specialists at Novus Home Mortgage (386-690-5858). Market to military bases and veteran communities.

Get VA loan training. Join veteran networking groups. Advertise "VA loan specialists" in military publications.

NICHECorporate Relocation Leads

Target relocating employees from large corporations. Companies move employees for promotions, transfers, and new jobs. High closing rates.

Build relationships with corporate HR departments and relocation companies (Lexington Corporate Housing, etc.). Offer corporate packages and bulk discounts.

Join corporate relocation networks. Sponsor corporate events to gain visibility with HR teams.

NICHENew Construction Leads

Build relationships with home builders and new construction communities. Agents represent buyers or builders on new construction transactions.

Visit model homes and communities. Exchange contact info with builder agents. Offer buyer representation for new construction buyers.

Build knowledge of incentives, closing timelines, and builder financing options.

NICHEInvestment Property Leads

Target real estate investors buying rental and fix-and-flip properties. Investors close faster and buy multiple properties annually.

Attend investor meetups and conferences. Specialize in investment analysis and ROI calculations. Market to investor networks and joint venture partners.

Build investor buyer list for properties that fit investment profiles.

NICHEShort Sale & Foreclosure Leads

Agents specializing in distressed properties. Short sales and foreclosures have motivated sellers and investor buyers.

Get short sale and foreclosure training. Build relationships with banks and loss mitigators. List short sale and foreclosure properties prominently.

Market to investor networks for buyer leads on distressed properties.

NICHESenior & Downsizer Leads

Target retirees and seniors downsizing to smaller homes or active adult communities. Growing market with strong conversion rates.

Specialize in senior communities and age-restricted properties. Market at senior centers and retirement events. Build relationships with financial advisors serving seniors.

Highlight accessibility features and lifestyle benefits in marketing.

NICHEFirst-Time Homebuyer Workshops

Host educational workshops teaching first-time buyers about down payments, credit, inspection, and closing. Workshops generate buyer leads and build credibility.

Create 1-hour workshop content. Advertise through local libraries, nonprofits, and community centers. Collect attendee info and follow up with CRM campaigns.

Partner with Novus Home Mortgage (386-690-5858) on co-branded workshops.

NICHEApartment & Renter Lists (Lease Expiration)

Target renters near lease expiration. Apartment residents are captive audience ready to buy. Purchase apartment lists and direct mail to lease expiration prospects.

Purchase apartment resident lists from companies like ListSource. Mail promotional piece 60 days before lease expiration. Include down payment assistance info.

Partner with Novus mortgage on down payment assistance programs to increase conversion.

Digital marketing and paid advertising generate leads at scale. Requires investment and conversion tracking. Test campaigns and optimize based on lead quality and cost-per-lead metrics.

DIGITALGoogle Ads (PPC Real Estate)

Pay-per-click advertising for targeted searches like "[Your City] real estate agent" and "[Your Market] homes for sale". Immediate traffic and lead capture.

Create Google Ads account. Build search campaigns targeting location-based keywords. Create landing pages with lead forms. Track conversions and adjust bids.

DIGITALGoogle Business Profile Optimization

Free Google Business listing appearing in local search and Google Maps. Optimize photos, hours, and reviews to capture local search traffic.

Claim Winslow Homes Google Business Profile. Add professional photos, service areas, and contact methods. Request client reviews regularly.

DIGITALSEO & Organic Website Traffic

Organic search results from Google for real estate keywords. Free traffic from strong website content and SEO optimization.

Optimize Winslow-Homes.com for location keywords. Create city guides and neighborhood content. Build internal links and get backlinks from local sites.

SEO takes 3-6 months to show results. Focus on high-intent keywords like "[City] homes for sale" and "[Agent Name] realtor".

DIGITALChatbot & AI Lead Capture

Website chatbots answer buyer questions and capture contact info automatically. AI qualification improves lead quality before human follow-up.

Implement chatbot on Winslow-Homes.com. Configure AI to answer FAQs about buying, selling, and local market. Collect contact info and intent data.

Lead data automatically syncs to BoldTrail CRM for instant follow-up.

DIGITALQR Code Marketing on Signs

QR codes on yard signs and flyers drive traffic to landing pages or property virtual tours. Tracks lead source and intent.

Create QR codes linking to property pages or lead forms. Place on yard signs, postcards, and door hangers. Track scans through landing page analytics.

Each QR code should point to unique landing page for conversion tracking.

DIGITALVirtual Tour & 3D Property Walks

Interactive 3D property tours and virtual walkthroughs increase engagement and pre-qualify buyers. Captures viewer data and time spent per property.

Create virtual tours on Zillow, Realtor.com, and your website. Include floor plan, measurements, and buyer fact sheet download.

Track viewer engagement in tour analytics. Follow up with engaged viewers promptly.

Lead source is only the beginning. Success depends on speed, consistency, and smart follow-up. Every lead deserves a system. Use these best practices to maximize conversion and pipeline growth.

Response time directly impacts conversion. Leads contacted within 5 minutes are 10x more likely to convert than leads contacted after 30 minutes.

Enable push notifications for new leads in BoldTrail. Respond immediately by phone (not email). Keep initial call brief and qualify buyer/seller motivation.

For brokerage leads (Opcity, OJO): Target response time is under 5 minutes.

For portal leads (Zillow, Realtor.com): Target response time is under 15 minutes (competition is high).

For cold outreach (MOJO dialing, direct mail): Expect lower initial response rates, follow-up over 60-90 days is critical.

Most leads require 7-10 contacts before conversion. Use multi-channel approach: phone, email, text, and social. Mix touches across 30-90 days.

Set up BoldTrail follow-up campaigns for each lead source. Automate emails and SMS. Schedule manual calls every 10-14 days for warm leads.

Sample 30-day cadence:

Day 1: Phone call (main attempt)

Day 3: Voicemail and email

Day 7: Text message and market update

Day 14: Phone call (check-in)

Day 21: Email with property recommendations

Day 28: Phone call (final attempt before inactive tag)

Then move to monthly nurture sequence if no response.

Proper tagging ensures leads get the right follow-up and don't fall through cracks. Create consistent tags across team.

Use BoldTrail tagging system with these categories:

Lead Source Tags: Brokerage, MOJO, Zillow, Facebook, Cold Call, Referral, etc.

Status Tags: Hot (ready to show), Warm (interested, longer timeline), Cold (low engagement), Inactive (no response 60+ days)

Category Tags: Buyer, Seller, Investor, FSBO, Expired, Military, First-Time

Market Tags: Daytona, Jacksonville, Tampa, etc. (by your service areas)

Document your tagging system so team uses consistent terminology.

Score leads immediately on first contact. Higher scores get faster follow-up.

High-Priority (Score 8-10): Ready to buy/sell now, has preapproval, flexible timeline, responsive.

Medium-Priority (Score 5-7): Interested but needs financing, considering options, slower timeline.

Low-Priority (Score 1-4): Just curious, long timeline (12+ months), no sense of urgency.

Re-score leads every 30 days. Warm leads often become hot leads over time.

Calculate your own conversion rates. Different markets and specializations show different results.

Formula: Contracts Closed divided by Leads Contacted equals Conversion Rate

ROI Example: 100 Zillow leads at $50 per lead equals $5,000 cost. 10 conversions to contract. Average commission $6,500 equals $65,000 gross revenue.

ROI equals ($65,000 minus $5,000) divided by $5,000 equals 1200 percent return

Track metrics by lead source each quarter. Double down on highest ROI sources. Cut low-performing sources after 2-3 months.

Not all leads close immediately. Build nurture campaigns for warm leads with longer timelines (6-12+ months).

Move leads to inactive CRM tags after 60 days with no response. Put them on monthly email newsletter with market updates, new listings, and buyer tips.

Periodically call inactive leads (quarterly) to re-engage. Many will have changed timelines and become hot leads.

Nurture Sequence Examples:

Monthly market report (specific to their city/price point)

New listings matching their search criteria

Buyer/seller tips relevant to their situation

Annual open house invite or event attendance

Holiday greeting with local insights

In a team environment, distribute leads fairly and by specialization. Consistent distribution prevents team conflict.

Use BoldTrail lead assignment rules based on:

Geography (agent's farm area or service area)

Specialization (investor, first-time buyer, military, etc.)

Availability (who has capacity for new leads)

Performance (top performers may get more leads)

Create written policy and share with team. Document all assignments in CRM notes.

Need Help with Leads?

Contact your broker for lead allocation, strategy questions, and tool setup support.

Broker Email: Broker@WinslowHomesLLC.com

Novus Home Mortgage: 386-690-5858

Hours: Monday-Friday, 8am-6pm ET

Winslow Homes LLC, Florida, Massachusetts, Connecticut, Rhode Island. Broker licensed in FL, MA, CT, RI. Novus Home Mortgage NMLS #1340236.