Turning portal leads into one shape a person can work
Qualification here is extraction before it is scoring. Leads arrive from several portals, a sign call service and the brokerage site, each with its own field names and its own idea of what a phone number is. The first job is to normalise them into one record with the property, the stated timeline and the financing position pulled out of free text.
A brokerage runs on dates that were calculated by a person reading a contract, and on leads that arrive in a different shape from every portal.
The listing data is already structured. It lives in the MLS, and since RETS was retired the modern way to reach it is the RESO Web API, which returns OData against the RESO Data Dictionary. Almost nothing else in the transaction is structured. The purchase agreement arrives as a signed PDF that was structured data inside the forms platform ten minutes earlier and got flattened on the way out.
- Follow Up Boss
- Gmail
- Twilio
When this is the wrong thing to build
Pick something else if your routing rules change weekly because the team is still arguing about who gets what. Fix the assignment policy first, because automating a rule nobody agrees on just makes the argument faster.
The constraint that shapes it
Negotiating, advising on price or terms, and soliciting are licensed activities performed under a supervising broker. More on how this sector works.
Something arrives from anywhere. It becomes one record with one owner. Read what this shape is, or start from one of these.
- Entering a new client once instead of four times
- Filing client email to the matter instead of the inbox
- Booking a service call without a person typing it
- Sorting a return visit into callback or new work
- Turning a portal work order into a dispatched job
- Turning a tax notice into a dated response record
- How do I merge duplicate leads arriving from two portals?
- Can a timeline and a price range be pulled out of lead free text?
- Why do portal leads arrive without a usable phone number?
- How do I route a sign call to the right agent at night?
Back to real estate, or see how this is priced and scoped.