Matching a closed transaction back to the lead that produced it
The source field is free text chosen by whoever sent the lead, so one portal shows up under several spellings inside the same database. The closing, meanwhile, lives in the transaction platform under a name typed by an agent and an address formatted by a title company. Joining them means matching on the property and the party, because no shared identifier crosses the gap. Calls delivered through a masked portal number are the hard case, since the number that reached you belongs to the portal rather than to the person who called.
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
- Twilio
- Google Sheets
When this is the wrong thing to build
Pick something else if you buy from a single portal, or every lead arrives through one site form. Attribution is also worth nothing where the spend is fixed by a franchise agreement, since the report will tell you something true that you are not permitted to act on.
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.
Two sources of truth. One queue of the rows that do not line up. Read what this shape is, or start from one of these.
- Widening a conflicts search past exact spelling
- Rebuilding a billable day from the trail the systems already keep
- Assembling the monthly three way trust reconciliation packet
- Matching refrigerant bought against refrigerant put into equipment
- Finding the parts the truck says it still has
- Joining one client across the ledger and the tax file
- How do I attribute a closed deal to the portal lead that started it?
- Why does one lead source appear under several names in my CRM?
- How do I match a masked portal phone call to a lead record?
- Can I report cost per closing by lead source in Follow Up Boss?
Back to real estate, or see how this is priced and scoped.