The Transmission (Lofty Lead Routing)
Lofty lead routing that gets every lead worked.
Assignment rules, reassignment groups and lead ponds set up inside Lofty, so new leads land with the right agent and nobody's lead sits untouched.
Routing that never drops a lead.
On most teams I look at, leads get assigned and then nothing happens. The agent was busy, missed the alert, or just didn't call. These two videos show how I fix that inside Lofty: reassignment groups that move an unworked lead to someone who'll call, and a lead pond that turns unclaimed leads into a shared opportunity instead of dead weight.
Lofty Reassignment Groups (Never Drop a Lead)
The Lofty Lead Pond Strategy for Teams
Three gears. Each one has a job.
Assignment
Rules decide where each new lead goes: by source, area, price or straight round robin. Your ISA can take first touch if you have one.
Reassignment
If the assigned agent doesn't make contact in time, the lead bounces to the next agent or group. Timing is aggressive without being unfair to your agents.
Lead Pond
Unclaimed and aging leads go into a pond any agent can pick up. Agents who want more business can go get it.
Routing only works if agents know a lead landed. Every rule is paired with instant alerts, and the lead's Smart Plan starts on its own so follow-up never waits on a person.
Routing that keeps up with your team.
Rules by lead source
Zillow, your IDX site, Facebook and sign calls can each go to the right people instead of one big pile.
A round robin that's fair
Leads rotate evenly across the agents you choose, with the option to weight it toward your top closers.
Reassignment timers
Set how long an agent has to make contact before the lead moves on. Unworked leads don't wait in limbo.
A lead pond that gets worked
Unclaimed and aged leads land in a pond agents can claim, so old leads turn into new conversations.
Instant agent alerts
App, text and email alerts the moment a lead is assigned, so speed to lead isn't left to luck.
Clean handoffs
Routing is tied to your pipeline and Smart Plans, so a reassigned lead keeps getting the right follow-up.
Lofty lead routing FAQ
What is lead routing in Lofty?
It's the set of rules that decides which agent gets each new lead, and what happens if that agent doesn't act. In Lofty that includes assignment rules, round robin, reassignment groups and lead ponds.
What's the difference between reassignment and a lead pond?
Reassignment moves a lead to another agent or group when the first agent doesn't make contact in time. A lead pond is a shared pool where unclaimed leads wait for any agent on the team to pick them up.
How fast should reassignment kick in?
Fast enough that a new lead doesn't go cold, but not so fast your agents never get a fair shot. We set the timing with you based on how your team actually works and how quickly your leads expect a reply.
Can I route leads by source?
Yes. You can send leads from different sources to different agents or groups, so paid leads, website leads and referrals each go where they belong.
Do solo agents need lead routing?
Not the team parts. Solo agents still benefit from source rules and instant alerts, but reassignment groups and lead ponds are built for teams.
Can you set this up for me?
Yes. Lead routing is part of every team Lofty Buildout and Tune-Up. If you're not sure what your account needs, start with the free Lofty Health Check.
Included in every Lofty build.
Lead routing isn't sold by itself. It comes with every team Lofty Buildout, and it's part of the Tune-Up when we fix an account that's already running.
READY WHEN YOU ARE
Stop losing leads in the handoff. Get them worked.
Take the free Lofty Health Check or book a quick call, and I'll show you where leads are slipping through your routing.
A boutique digital marketing agency built by realtors, for realtors. Specializing in Lofty CRM buildouts, Google Business Profile optimization, and growth systems for top-producing agents across North America.