Congratulations on completing Session 3 of our Manager Series! This guide covers everything you need to manage your brokerage website, organize media libraries, and configure robust lead routing rules.
Complete these tasks to finalize your website and lead settings:
[ ] Log in to your Brokerage Website and select your layout/template.
[ ] Make desired edits to the Brokerage Website content and structure.
[ ] Choose default templates for your Agent Websites.
[ ] Upload logos and media assets to the Company Images library.
[ ] Configure your office-level zip codes for lead scoping.
[ ] Build your Lead Groups and assign eligible agents.
[ ] Review and customize your Lead Sources and routing rules.
[ ] Set your brokerage Business Office Hours.
As an Admin, you have full control to edit your Brokerage Website. Agents can only edit their individual personal sites. To learn more about customizing and editing websites, click here.
Custom Pages: Create custom pages for your brokerage site or build Global Pages that automatically deploy across all agent websites.
Company Images Library: Upload logos, banners, and marketing assets to shared folders so your agents can easily access official imagery when editing their sites.
Managing Agent Visibility: To choose whether an agent appears on the brokerage directory and receives a personal website:
Go to User Management on the left menu.
Select the agent to open their Details page.
Scroll down to Office Info and update the Display on Website dropdown to Yes or No.
Click Save in the top-right corner.
Editing Brokerage Info & Social Links: Information on your main website (including company social media links and contact details) is managed under your company's entry in User Management.
Agents can choose to receive lead alerts via Text, Email, or both. Direct your team to their personal notification settings to ensure fast response times. Click here to see how they set this up. To lean more about what accepting or declining a lead will look like for your agents, click here.
Agents can filter the leads they receive based on price, property type, city, and zip code:
Agent Setup: Go to My Account (top-right) > My Profile > Preferences tab > Lead Property Detail.
Admin Office Zip Codes: Agents can only select zip codes assigned to their home office. To assign zip codes to an office:
Go to Settings (top right). Then select Office Locations.
Select an office and scroll down to the Leads section.
Enter the eligible zip codes for that location (zip codes can be assigned to multiple offices).
Click Save.
Group specific agents together to receive targeted leads:
Go to Settings > Lead Groups and click + New (top-right).
Enter a Name, optional Description, and select the participating agents.
Click Save.
π‘ Alternative Method: You can also assign an agent to a Lead Group by editing their profile directly in User Management under the Leads section.
To view and customize your lead routing rules, navigate to Settings > Lead Sources. Back At You provides pre-built sources (e.g., website forms, Open House sign-in sheets), but you can add new ones anytime by clicking + New Source.
When editing or creating a lead source, scroll to the bottom of the page and configure the details from the bottom up:
Require agents to review and accept your brokerage's terms before a lead is assigned to them.
Define default status codes for incoming leads:
Initial Lead Status: Default code for standard IDX leads.
Initial Lead Status Direct to User: Default code for leads originating directly from an agent's personal website.
Controls how leads generated on an agent's individual website or listing pages are handled:
Allow Direct to User: Enables agents to receive leads generated from their own marketing.
Direct to User Period: The timeframe an agent has to accept their lead before it re-routes.
Direct to User Referral Fee: Set a specific referral percentage if applicable.
Lead Race: Simultaneously offer an IDX listing lead to up to 10 agents at onceβthe first agent to accept gets the lead!
Route in Office of First User Only: Keeps the lead within the receiving office's roster before sending it to the Default User.
Route Using Street Address: Automatically routes the lead to the office geographically closest to the property listing.
General Accept Period: Set the time limit an agent has to claim an assigned lead.
Default User: Designate a fallback user/admin to receive general leads that don't go through standard rotation.
Please notify our support team of your brokerage's official Business Office Hours and your preferred lead acceptance timeframes so we can calibrate your routing timers accurately!