Leads Engine

The Future of Routing Leads

Leads Engine is the next generation of Lead Distribution, Management, and Analytics. Using adaptive design and powerful backend scaling, Leads Engine can not only process a tremendous lead volume but can also accommodate the business needs of brokerages large and small. Users enjoy a modern user interface, robust functionality, and flexibility in creating groups & rules, among other features & benefits. 

 

FAQs are available HERE

Product News

ONE MILLION LEADS: Leads Engine hit a major milestone in February of this year by having processed one million leads! 

  • August 9: Release 9.7 focused on increasing the visibility of lead offering methods, claim times, and group level notifications in the Event Log.
  • June 28: Release 9.6 expanded visibility into lead sources and areas served. 
  • May 10: Release 9.3 expanded group level settings to manage rotation, notification, and acceptance preferences. 
  • May 1: LeadRouter access removed for users, enabling its retirement. 
  • April 17: Anywhere Leads Network (ALN) launched on Leads Engine.

​​​​​​​​​Tips & Tricks

As a reminder, Leads Engine is only available to lead administrators. Staff who should have access to Leads Engine need to be assigned a non-sales role in dash.​​​​​​​​​​​​​​​​​​​​​​​​​​​​ For additional information, please see these instructions.
  • Add your administrators to the Admin Group, found in Group Manager, so they are notified when leads require attention.
  • Encourage agents to add Leads Engine as a contact to easily identify incoming leads.

 

Training

Training is available via your brand university. Click the link below to register for Leads Engine training on your brand university. You’ll also find resource materials such as reference guides, checklists, and how-to videos.

 

Click the link below to access a Leads Engine recording on your brand university under the Leadership Recorded Sessions tab. 

Support

Reach out to the appropriate team for assistance with Leads Engine: