Buyer lead routing for real estate teams
Know where every buyer lead should go the moment it comes in, and give it a clear next step.
QLFI is not a lender. Results are preliminary and subject to lender verification and approval.
3
inputs: name, phone, email
4+
common next steps your team can use
You
set the rules, not an algorithm
$0
if a buyer can't be matched
Qualification informs. Assignment decides.
Two different jobs. QLFI handles the first one. Your team owns the second.
Qualification
With the buyer's authorization, QLFI returns a full tri-merge mortgage credit report, estimated buying power and preliminary program matches.
Assignment
Your team picks the agent and the next action. A preliminary result is one input. It never decides whether a buyer deserves service.
The right lead, the right person
Send qualified buyers to your top buyer agents. Send others where they'll actually get help: rentals, credit resources or long-term nurture.
- Qualified buyers to top buyer agents
- Not-yet-qualified buyers to rentals and leasing
- Credit-challenged buyers to credit resources
- Not-ready buyers to long-term nurture
Example rules. Your team sets its own.
From inquiry to next step
- 01
Lead comes in
From a website, form, open house or a connected tool.
- 02
Buyer authorizes
The buyer agrees to a soft inquiry. It won't affect their score.
- 03
Result returns
Credit report, buying power and program matches on the lead.
- 04
Team routes it
Assign the agent and the next action using your own rules.
What to do with each lead
An example guide your team can adapt. These are recommendations, not automatic product behavior.
| Buyer situation | What you can see | Suggested next step | Human check |
|---|---|---|---|
| Ready to buy, matches programs | Buying power and program matches | Top buyer agent, plus lender intro if the buyer wants one | Confirm goals and timeline |
| Wants to buy, below their target | Estimate lower than the homes they asked about | Talk through options, or rentals if they prefer | Ask, don't assume |
| Credit needs work | Credit factors and alerts on the report | Credit resources, check back later | Let the buyer choose |
| Just browsing | Early-stage timeline | Long-term nurture | Set a follow-up date |
| No match or declined | No result | Treat like any new lead | Normal conversation |
- Ready to buy, matches programs
- What you can seeBuying power and program matches
- Suggested next stepTop buyer agent, plus lender intro if the buyer wants one
- Human checkConfirm goals and timeline
- Wants to buy, below their target
- What you can seeEstimate lower than the homes they asked about
- Suggested next stepTalk through options, or rentals if they prefer
- Human checkAsk, don't assume
- Credit needs work
- What you can seeCredit factors and alerts on the report
- Suggested next stepCredit resources, check back later
- Human checkLet the buyer choose
- Just browsing
- What you can seeEarly-stage timeline
- Suggested next stepLong-term nurture
- Human checkSet a follow-up date
- No match or declined
- What you can seeNo result
- Suggested next stepTreat like any new lead
- Human checkNormal conversation
See routing in a live demo
We'll show how a lead goes from intake to the right agent in seconds.
Every lead, every owner
Team leads see every buyer, its status and who owns it in one shared pipeline.
- Leads from every source together
- Status on every card
- Assign to any team member
- Reporting on what came in and where it went
New2
Ava Turner
Open House
Ben Ruiz
Open House
Qualified3
Maya Collins
Open House
Priya N.
Open House
Sam W.
Open House
Assigned2
Derek Shaw
Agent: J. Park
Nora Lee
Agent: J. Park
Nurture1
Luis Ortega
Check in 60 days
Rules that stay fair
No guessing
Route on what the buyer told you and what they authorized, never on who you think they are.
No dead ends
Every lead gets a next step, even if it's a check-in in 60 days.
Buyer decides
If a buyer wants to keep looking or use their own lender, that's their call.
Stop handing every lead to whoever is free. Send each buyer to the person who can actually help them next.
Common questions
Buyer leads and their qualification status. Your team uses the result, plus the buyer's goals, to decide who works the lead and what happens next.
Who gets which lead, when to hand off to a lender, and how long to nurture. QLFI gives you the information; your team sets the rules.
If QLFI can't match a buyer, there is no charge for that run. Treat it like any new lead: talk to the buyer and decide the next step.
Assigning leads to team members is part of the Team Starter, Growth and Scale plans. See pricing for current details.
Related
Route every lead with confidence
QLFI is operated by Lending Consultants of America LLC. QLFI is not a lender and does not issue mortgage approvals.