Overview
Setting expectations, alerting agents, and re-assigning leads using Agent Rules and Alerts, real estate team leads can enhance team performance, improve lead management efficiency, and ultimately drive better results for your business business. By defining expectations upfront, team leads/owners can establish a framework for success and hold agents accountable for meeting their objectives.
***IMPORTANT NOTE*** These rules are aligned with how you have your FUB stages mapped in your MaverickRE preferences.
To learn more about these rule parameters to understand how to best map your stages in MaverickRE, please take a moment to visit this helpful article.
Filtering Your Rules
To get started, you will navigate to the Lead Management tab in MaverickRE and select Agent Rules and Alerts.
In prioritizing lead sources, it is essential to consider that certain sources may hold greater significance than others. To streamline this process, you have the ability to apply filters based on lead source, lead type, Groups (established in your Maverick Preferences), and individual Agents. This empowers you to concentrate your efforts on the leads that hold the utmost importance for your business.
Understanding Your Agent Rules
You can expand your view of your rule and it's statuses by clicking on the arrow drop down to the right of the rule.
Lead Activity Rules
Nurture Rules
Database Health Rules
Rule Status
Ylopo High Priority Rules
Ylopo Priority Rules
At Risk
Rule Pending are leads awaiting actions from agents and must be within the breach limit but have not surpassed it.
Complete
Rule Complete are the actions that have been tagged as completed by the agent within the set time limit.
Past Due
Rule Past Due are pending leads that have breached the set time limit. Being able to identify past due leads is an essential part of managing leads and closing deals.
Severity
Severity will show you the percentage of leads in any given status.
How to Manage Your Rules
You can view the leads that require attention by selecting Manage next to the corresponding status you'd like to take action on. This will provide you with a list of leads that you can now take action on to either nudge the agent on a lead or reassign the lead altogether.
Actions
Nudge
By selecting the Nudge button, you will be able to nudge the agent assigned to the lead. Nudging an agent can help in reminding them about the leads assigned to them and it can greatly help decrease the number of having past due leads. You can nudge agents and reassign leads both individually or in bulk.
Nudge on ALL leads
Nudge on SELECTED leads
Re-assign
By selecting the Re-assign button, you will be able to reassign the lead to another agent, or pond as needed.
How are my agent's notified of lead nudges?
When an agent is nudged, they will receive a text, an email, a post on the lead profile page and the lead will be tagged with MAV_NUDGE_OUTSTANDING. (Please note, the tag is not applied for reassigned leads.)
Tag Added to Lead
Important Note: Once the agent has taken the required action, the tag will be removed automatically.
Text Notification
Important Note: The text message the Agents receive won't explain what prompted the nudge; it will simply reference the relevant email update.
Email Notification
FUB Notification
Using Agent Rules and Alerts will ensure that leads are given the attention they deserve. Agents can review leads more quickly and accurately. This will lead to faster resolution times and more efficient use of agents’ time!