Real Estate CRM & Lead Routing for Teams and Brokerages
Route every new lead to the right agent, track response time, automate follow-up, reactivate old database contacts, and give brokers a clear view of what their team is actually working.
Built to work with top brokerage workflows, independent teams, and property groups.
Every Real Estate Lead Needs an Owner and a Next Step
Real estate teams rarely have a lead shortage. Leads come from Zillow, Realtor.com, Facebook, Google, IDX websites, referrals, open houses, sign calls, past clients, and database imports. Then the problems start. Nobody knows who owns the lead. The first response comes three hours later. An agent makes one call and forgets about it. Old database contacts sit untouched. The broker cannot tell whether a lead was actually worked.
North & Nova builds the process between new inquiry and active client, so every lead gets routed, worked, and tracked.
New Lead
Zillow, Google, IDX, referral, open house
Assigned Agent
Routed by rule, not by luck
Contacted
First response tracked
Conversation
Need qualified
Appointment
Showing or consult booked
Active Client
Buyer or seller engaged
Contract
Under agreement
Closed
Review and referral ask
Route New Leads to the Right Agent Automatically
Instead of leads sitting in a shared inbox or a single agent's phone, routing rules put each lead on the right person the moment it arrives.
Routing rules can follow
- Location
- Lead source
- Property type
- Buyer vs seller
- Price range
- Language
- Agent availability
- Round robin
- Team
- Office
$450K budget • Webster, NY • Zillow
Assigned to Sarah
Sarah receives contact info, property interest, lead source, message history, and the required follow-up action. The broker can see whether she actually worked it.
Know How Fast Your Team Responds
Response time is the single most controllable factor in converting a real estate lead. Don't bury it in a report. Put it where the broker can see it every day.
27
New Leads Today
24
Contacted
3m 42s
Avg First Response
8
Appointments Set
3
Unworked Leads
| Agent | Leads | Avg Response | Appointments | Unworked |
|---|---|---|---|---|
| Sarah | 8 | 2m 18s | 3 | 0 |
| Mike | 6 | 7m 42s | 2 | 1 |
| Chris | 7 | 4m 11s | 2 | 1 |
| Jenna | 6 | 11m 03s | 1 | 1 |
Your Old Database Is Probably Worth More Than Another Lead List
Most brokerages have years of old buyer leads, seller leads, past clients, open-house contacts, and website registrations sitting untouched. North & Nova segments those contacts and builds campaigns around intent, so responses route back to an agent.
Old Buyer Lead
“Still planning to move this year?”
Past buyer inquiries who never transacted, segmented by recency and original search area.
Past Client
“Thinking about buying, selling, or investing again?”
Closed clients from prior years who may be ready for their next move.
Seller Inquiry
“Want an updated idea of what your home could sell for?”
Homeowners who requested a CMA or valuation but never listed.
Dormant Web Lead
“Still looking in the Rochester area?”
Website registrations with no recent activity, re-engaged with current inventory.
Buyers and Sellers Shouldn't Get the Same Follow-Up
Different intent should trigger different communication. Sending every lead the same campaign is what makes automation feel robotic.
Buyer Journey
Seller Journey
Already Have Thousands of Contacts? Good.
Switching systems shouldn't mean starting over. Before anything moves, we map what you have, what still matters, what needs cleanup, and what should stay where it is.
We help organize and move
Give Brokers Visibility Without Chasing Agents for Updates
Management can see the sales process without asking every agent for a status update.
5
Leads Needing Attention
3
Unworked Leads
22
Appointments This Week
41
Active Buyers
17
Active Sellers
9
Closings
New Agents Shouldn't Build Their Process From Scratch
When a new agent joins a growing team, they can receive a ready-made process instead of a blank slate.
New agent onboarding kit
Already Have an IDX Website? Keep It.
If your IDX site handles property search and lead capture, keep it. North & Nova builds the lead response, routing, follow-up, and reporting process around it so the leads your IDX produces actually get worked.
Sales CRM Before the Contract. Transaction Tools After It.
We don't replace Dotloop, SkySlope, or Brokermint. We handle what happens before the contract and let your transaction platform take over after it.
- Lead generation
- Lead routing
- Follow-up
- Appointments
- Database
- Agent activity
- Reviews
- Referral campaigns
- Documents
- Compliance
- Transaction coordination
- Commission disbursement
- Closing files
Follow-Up That Stops When the Agent Takes Over
The automation supports the agent. It shouldn't pretend to replace the agent. Follow-up runs until a human picks up the conversation, then it gets out of the way.
An immediate acknowledgment goes out so the lead knows someone received it.
If the lead stays quiet, follow-up fires on a schedule instead of waiting on memory.
The assigned salesperson gets alerted the moment the lead responds.
Automated follow-up stops or shifts once a human owns the conversation.
A reminder goes out before the meeting so the showing actually happens.
Closed Clients Should Create the Next Opportunity
Past clients are unusually valuable in real estate because one relationship can produce repeat transactions and referrals for years.
Post-closing flow
A closing triggers a thank-you, a review request, a referral ask, and long-term follow-up, so the relationship keeps producing future business.
Long-term touches
- Home anniversary
- Market update
- Referral check-in
- Move-up opportunity
One System From Inquiry to Closing Table
Everything your team or brokerage needs to capture demand, route it to the right agent, and keep deals organized from first contact to closed transaction.
Pipeline to the Closing Table
Track every active buyer and seller from first contact to showing, offer, and closing with clear deal value and agent ownership.
One Inbox, Every Conversation
Text, email, calls, and showing coordination live in one shared view so no lead goes unread and every showing is confirmed automatically.
Listing Funnels & Lead Routing
Capture buyer and seller inquiries on fast mobile pages, then route each lead to the right agent automatically with instant confirmation.
Real Estate CRM & Lead Routing FAQ
The right CRM should make it easy to route every lead to the right agent, track response time, automate follow-up, reactivate old database contacts, and give the broker a clear view of team activity. It is less about features and more about whether the team actually uses it consistently.
Yes. Lead routing can follow rules such as location, lead source, property type, buyer versus seller, price range, language, agent availability, round robin, team, or office, so each lead lands on the right person the moment it arrives.
Yes. The broker dashboard shows new leads, contacted leads, average first response time, appointments set, and unworked leads, broken down by agent, so management can see the sales process without chasing agents for updates.
Yes. Old buyer leads, past clients, seller inquiries, and dormant website registrations can be segmented and re-engaged with intent-based campaigns, so your existing database produces new business instead of sitting untouched.
Not necessarily. If your IDX site handles property search and lead capture well, keep it. North & Nova builds the lead response, routing, follow-up, appointment, and reporting process around it.
No. North & Nova handles what happens before the contract: lead generation, routing, follow-up, appointments, database, agent activity, reviews, and referrals. Your transaction platform handles documents, compliance, transaction coordination, and closing files after the contract.
Yes. Buyer leads follow a showing-to-offer flow and seller leads follow a consultation-to-listing flow, so different intent triggers different communication instead of one generic campaign.
Yes. When a new agent joins, they can receive an assigned pipeline, lead routing rules, follow-up templates, an appointment calendar, task structure, communication templates, database permissions, and reporting access, so they do not build their process from scratch.
Yes. A closing can trigger a thank-you, a review request, a referral ask, and long-term follow-up such as home anniversary and market update touches, so one relationship keeps producing future business.
How Many Leads Are Sitting in Your Brokerage Without a Clear Next Step?
We'll review how leads enter your business, how they're assigned, how quickly agents respond, how follow-up works, and how much of your existing database is sitting untouched.
Review My Brokerage Lead ProcessBook your free 15-minute review
No pitch. We map how work flows through your business and show you where it leaks, whether we work together or not.