Every handoff carries the whole story.
When a lead moves from one agent to another, the call, the promises, the home they want and the decision waiting on it all move with it. Nobody has to ask “so where were we?”
Request accessHandoffs stop being a guessing game.
The next person never has to work out what happened. The whole story travels, and the decision comes back to whoever owns it.
The call
Kelly takes the call
Eight minutes of conversation become a record the whole team can see: budget, the second look, the Friday promise.
Handed over
Jordan gets the lead
Handed over in seconds with everything attached — not a sticky note to decode.
Decision
The decision comes back to Kelly
The recap a client will read waits for the person who owns the relationship. Everyone can see why.
House rules, written once.
Written in plain English by whoever runs the team. Followed the same way every time, with a receipt.
Website leads
Answered within a minute, sent to whoever has the lightest load.
Client-facing messages
Held for the owner to approve. Nothing a client reads goes out on its own.
Coverage
Around the clock — and it stops the moment nobody is free to take a lead.
Corrections
Pause or rewrite any rule in a sentence. It keeps the old version.
Give the whole team the same picture.
When a lead moves from one agent to another, everything moves with it.