Lead Routing & Tagging for a Real Estate Chatbot
Automatically Tag Every Lead With the Right ContextLead routing and tagging starts in the conversation: Madison captures lead type, location, budget, and timeline, then attaches it all to the lead. Your team gets context from the first touch, not another blank contact form.
Route Every Leadto the Right Person
Make sure qualified opportunities reach the person responsible for handling them. Madison can route leads to the appropriate agent, team member, ISA, office, or department based on how your organization is structured.
Instead of manually reviewing website inquiries and deciding where they belong, your routing workflow can handle that process automatically. Your team spends less time sorting leads and more time following up with the opportunities assigned to them.
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Jordan P.
Maya R.Route Each Lead TypeIts Own Way
Not every website visitor should follow the same path. Buyers, sellers, renters, investors, recruiting prospects, and other inquiries can require different people, processes, and follow-up.
Madison identifies what a visitor needs through conversation and uses that context to help determine where the opportunity belongs. This gives your team more control over how different types of website leads move through your organization.
Keep Context AttachedFrom Chat to CRM
Give agents more than a name, email, and phone number. Madison captures qualification details throughout the conversation so the person receiving the lead understands what the visitor wants before reaching out.
Lead details, tags, and conversation context can flow into your existing CRM workflow. Your CRM remains the source of truth while Madison provides the context your team needs to start a more informed follow-up.
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Synced to Follow Up BossNotify Your Teamthe Second a Lead Lands
Keep opportunities moving even when nobody is actively monitoring your website. Madison continues engaging and qualifying visitors after hours, then alerts your team when a new lead is captured.
Notifications can be sent by email and text with the information Madison collected during the conversation. Your team can see who the lead is, what they are looking for, and why they reached out before starting the follow-up.
Agents and teams already winning with Madison
Real estate professionals use Madison to qualify website visitors and hand complete profiles to the systems they already run.
A $566K Listing Captured, Closed, and Double-Sided. Director of Sales, RE/MAX Professionals
Mike Legault
Mike Legault
3 New Transactions Worth $3.3M in Just a Few Months. 88 qualified opportunities. 3 transactions, $3.3M closed.
Sarah Logue
Sarah Logue, Broker of Record
Replaced PPC with SEO + AI and Closed a $570K Buyer in 90 Days. 325 opportunities. $570K buyer closed in 90 days.
Jerry Henriks
Jerry Hendriks, Broker of Record
20 New Deals Closed in 12 Months with Realty AI. 104 conversations handled. 20 deals attributed to Madison.
Wade Kovacic
Wade Kovacic, Broker
30 Leads Captured in His First 45 Days. 194 qualified opportunities. 40% increase in website conversions.
Stephen Foster
Stephen Foster
2 Listing Leads Worth Over $40K in GCI. 19 qualified opportunities. 45% increase in website conversion.
Regan Pyke
Regan Pyke, Top Agent
Want to capture more website leads?No contracts.
Run it on live traffic. Prove the lift before you commit.
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See Madison qualify traffic and route tagged leads to the right person.
Book a demo and we’ll show you how she answers listing questions, captures after-hours leads, and routes complete profiles with tags.
Book a demoPopular FAQs
- 01
Does Madison support round-robin lead distribution?
Yes. Madison can support round-robin distribution so qualified leads are distributed across your team instead of being sent to the same person every time.
- 02
Can leads be reassigned or escalated if an agent does not respond?
Yes. Routing workflows can include escalation rules that help move opportunities to another team member when additional follow-up is needed.
- 03
Can Madison prioritize or route high-intent leads differently from lower-intent leads?
Yes. Madison qualifies visitors through conversation and can use signals like timeline, intent, budget, and property interest to identify higher-intent opportunities and route them accordingly.
- 04
Can tags trigger automations or follow-up workflows inside our CRM?
This depends on your CRM and integration setup. Madison can pass structured lead information and tags into your CRM, where they can be used to support existing automations, workflows, and follow-up processes.
- 05
Can we see why a lead was assigned a specific tag or routed to a specific person?
Yes. Madison keeps the qualification details and conversation context attached to the lead, giving your team visibility into what the visitor said and the information used to qualify and route them.
- 06
What happens when routing rules overlap or a lead qualifies for multiple agents or teams?
Routing rules can be configured around your team's preferred hierarchy and workflow. This lets you define how leads should be handled when they match multiple criteria so there is a clear destination for each opportunity.
