CONTACT → CULTIVATE → CONTRACT → CLOSE → CURATE → CORPORATE → CULTURE
Lead Distribution: Lead Arrives → Distribute → Claim → Lead Management → Reassign
LeadsMetricsMy CallsManagementSystem

Lead Management PRIVATE — JRD/KLJ ONLY

AOHLA Roster, Top Agents, Lead Routing Rules
This page is private to management (JRD/KLJ). Team members and AOHLA agents cannot see this page. Referral fee information is confidential.

Lead Flow

New Lead
Auto-detected
→
Level 1: Team
DLO SMT GAV EDE
20 min
→
Level 2: AOHLA
Open House Agents
→
Claimed
3 calls / 3 days
→
Outcome
Engaged/Opportunity/etc
Level 1 (Team Members): Lead notification sent immediately. Contact info masked until claimed. First to click claims it.
Level 2 (AOHLA): If unclaimed after 20 min, separate email sent to approved agents. 25% referral fee on properties > $10K (private).
Manual Assignment: KLJ can assign directly to any Level 2 agent below. Homes.com leads get auto-notation.
LP Leads > $500K: Go to JRD/KLJ only — never to Level 1 or Level 2.
Daily: Unclaimed leads resent until claimed. Call lists sent to agents with assigned leads.
Rules
Top Agents
AOHLA Contacts
Not Available
Assign Leads

Lead Routing Rules

Lead Cascade: New lead → Team Members only → If unclaimed after 20 min → AOHLA (separate email) → Resent daily until claimed
Luxury Presence: LP leads go to Team Members only. Over $500K → JRD or KLJ only.
Homes.com Notation: Every assignment: [Cadence] YYYYMMDD assigned to AAA
AOHLA Referral Fee: 25% on properties > $10K listing price. PRIVATE — never shown to Team Members.
Separate Emails: AOHLA always emailed separately from Team Members. Never mixed.
3 Contact Attempts: Required within 3 calendar days (including weekends) after claiming.

Top Agents — Elected to Receive Leads

Approved agents who actively receive leads when Team Members don't claim. Toggle in Contacts tab.

NameCodeEmailStatus
No Top Agents flagged yet.

AOHLA Contact List

Full roster. Toggle Approved to control who gets leads. Toggle Top Agent for priority list.

NameCodeEmailPhoneApprovedTop
No agents yet. Add below.

Add AOHLA Agent

MANAGEMENT ONLY — CONFIDENTIAL
Leads • Metrics • System
The Conservator • TPJG