Pipeline ROI Update: Improved agent workflow, mobile interface, and even more insight

Pipeline ROI is not only a great tool for brokers, but for agents as well. Having a quick, easy way to collaboratively manage leads will only help them close more. This update is focused on changes designed to improve agent workflow and productivity. You’ll also benefit from some added transparency into the actions of your agents and the leads they’re offered.

Here’s the scoop on the improvements in this update:

  • Agent lead calls just got easier – Agents can now see what lead source a lead came from. This will help make their phone calls to leads more professional and direct. Instead of a generic “I saw you found us somewhere on the Internet,” your agents can confidently call leads and say, “I saw you found us on Trulia, let’s talk about what kind of home you’re looking for.” Good lead management and a strong brand image starts with a solid first impression. This information will help your agents be fully prepared for their first call to every lead.
  • Even more insight about how your leads are handled – Pipeline ROI already delivers valuable metrics such as “Response Time” and “First Update Time” so you know how your leads are handled. Now you can take it a step further and see the number of leads your agents have been offered, how many they’ve accepted, rejected, or missed, as well as their last login date. These metrics give you the facts you need to see exactly where your agents’ strengths and weaknesses are.
  • Improved agent mobile interface – The interface for the mobile site for agents is better than ever. Specifically, the grids showing all an agent’s leads and the Shark Tank grid now have column headers. This makes it easy for agents to sort their list of leads by Name or Date Added so they can quickly locate the most important leads.
  • New lead sources – HotPads and Point2 are the two newest additions to our expanding list of lead providers Pipeline ROI works with. If there are any more you’d like to see added, please contact us at 1-800-ALAMODE or send an e-mail to info@pipelineroi.com.