What is Lead Ownership? [Website Builder] Follow
The Lead Ownership setting allows you to determine your brokerage's lead management model, with the option to choose between 1) exclusive ownership or 2) shared ownership.
The exclusive ownership option allows only one agent to work with each lead. The shared ownership model allows multiple agents within a brokerage to work with a single lead on different types of transactions.
Each lead record is identified by the lead's email address. In an exclusive ownership model, another agent will not be able to create a new lead for that email address and they will be notified that the lead record already exists in the system.
What are the advantages of the different options?
The Exclusive Ownership option, allows for brand control and streamlined communications to your brokerage and customers of your brokerage, by ensuring that all communications are flowing through a single point of contact.
The Shared Ownership option, allows multiple agents to be assigned to the same lead for different types of transactions (ex. Residential vs. Commercial) and can potentially encourage competition between agents.
How do I enable a lead ownership model?
By default, your account will be set up with Shared Ownership. This is a broker-level setting and can be enabled by visiting Settings > Lead > Lead Assignment and ensuring that "Shared Ownership" is selected.