ProDispatch Overview

Ensure leads are getting to the right agents using the MaverickRE ProDispatch Router

What is ProDispatch?

The ProDispatch router is an essential tool for any organization looking to optimize their lead management and conversion processes. It offers valuable insights into the leads being offered to agents and the deals generated from those leads.

Ensure that your leads are being routed to the best agent for the job by configuring lead eligibility based on area, price point, and specialty. Set your configurations by agent in advance, so that leads are routed with 100% efficiency and assurance.

With real-time visibility and tracking capabilities, you can make informed decisions and drive better results in your lead generation efforts.

How do I setup ProDispatch?

Once your lead router has been activated, you'll navigate over to your ProDispatch tab and select ProDispatch Configuration.

To learn more about how to setup your ProDispatch router configurations, please visit this article.

How are my agents notified of lead handouts?

Currently, your agents are notified of lead handouts in Slack by a direct message. The amount of time in which the handout stays with an agent (up to 30 seconds) is determined during set up.

Please Note: During setup of the router, a Slack "invite" will be sent to you that, once accepted, will automatically create channels two channels labeled Lead Handouts and Unclaimed Leads.

How are leads routed to agents?

Leads are routed to agents using the ProDispatch Lead Form in MaverickRE. Your ISA will require a login to your platform in order to use the form.

To learn how to use the ProDispatch Lead Form, please visit this article.

How do I view lead handout stats?

To view key lead handout statistics, visit your ProDispatch Reporting under the ProDispatch Tab.

To learn more about ProDispatch Reporting, please visit this article.

ProDispatch Configuration

Learn how to set up your ProDispatch lead handout router and configure your agents.

ProDispatch Overview

The ProDispatch Router is a great way to ensure the right agents are getting the right lead handouts, at the right time!

Updating ProDispatch Router Areas / Price Points / Specialties

Before you are able to configure each agent you will need to set up the Areas, Price points, and Specialties for your account. You'll come back to the individual agent configurations once you've completed these options.

Editing Area Options

These should be areas your agents/team are representing. To add an Area on the list, select Edit Area Options, select Add New Area, select the Enter Value field and enter the data then select Submit. You can add as many areas as you think are necessary for your real estate business.

Editing Price Options

Price Point Options is the list of price points or price ranges that your agents are qualified to receive. To add a new price point on the list, select Edit Price Options, select Add New Price Tier, select the Enter Value field and enter the price point or range, then select Submit.

Editing Specialty Options

Specialty Options is the list of specialties that your team caters to. To add a Specialty on the list, select Edit Specialty Options, select Add New Specialty. In the Enter Value field, enter the specialty, then select Submit. For example, Commercial or Rental would be considered a specialty where only some agents may be qualified to take those leads.

Don't forget to save your changes!

Setting Up Individual Agent Configurations

To begin setting up each agent's lead router configurations you will locate their name in the Search Agent field.

Next you'll indicate the Target Lead Number of handouts you want your agents to receive per month.

In the Lead Eligible option you are indicating whether or not the corresponding agent is eligible to receive leads or not. This option should not be used to pause agents from handout distribution.

Next you'll indicate whether or not the agent is Paused or not. For example, if you have an agent that is going on vacation and opting not to take lead handouts during that time, you can pause them from lead handouts while they are away and unpause then once they are back. Please note that agents also have the ability to pause and unpause themselves from receiving lead handouts by using the Slack commands /pause and /unpause.

In the Eligible for Buyers section you are indicating whether or not this agent is qualified for Buyer type leads.

In the Eligible for Sellers section you are indicating whether or not this agent is qualified for seller type leads.

Agent Areas, Price Points and Specialties

You can configure each of your agents individually to represent specific areas, price points, and specialties. This will tell MaverickRE's lead router which agents the lead handouts should be broadcast to in Slack.

Setting up your Areas

Select the area or areas that the agent serves.

Setting up your Price Points

Next, select the price point(s) that the agent is qualified to take.

Setting up your Specialties

Choose specialties that make the most sense for this agent.

ProDispatch Form

Advanced ProDispatch lead handout and routing controls.

ProDispatch Form Overview

The ProDispatch Form is a helpful tool that is used by your ISAs to help broadcast leads to specific groups of agents via slack, as well as the ability to directly assign a lead to an agent as needed.

To access your lead handout form, use the drop down menu under ProDispatch tab and select ProDispatch Form.

Filling out your ProDispatch Form

Search Lead

To begin, you're going to search a lead to load it into your ProDispatch Form by entering the lead ID from Follow Up Boss and selecting 'Load Lead'.

Locating a Lead ID

To locate a lead's ID in Follow Up Boss you must be logged into Follow Up Boss and on the lead's profile page.

Once you've arrived on the lead's profile page, move your curser up to the URL bar and locate their ID number at the end of the URL. Copy that number and enter it into the Lead ID field.

Data Configuration

Price Point

Price Points or price ranges that your agents are qualified to receive. For more information on how to set up the Price Point options for the Lead Router, please visit this article.

Price Exact

Price Exact is the exact price of the property the lead is buying/ selling.

Area

Area is the location where the property is located. These Areas are created in the Lead Router Configurations. For more information on how to set up the Area options for the Lead Router, please visit this article.

Area Exact

Area Exact is the exact area of the property. For example, this may include the zip code, specific city name, or even the exact address.

Timeframe

Timeframe is where you can set the appointment to either now, within 3 months, within 6 months, or over 6 months.

ISA

ISA is where you can choose which ISA is handing out the lead.

Type

Type determines whether the lead is a buyer, seller, or both.

Appointment Type

Appointment Type varies on the type of appointment created in Follow Up Boss.

Appointment Time

Appointment Time is the date and time that the appointment has been scheduled with the lead. Once the form has been submitted with the appropriate date and time, the appointment will update automatically in Follow Up Boss.

Specialty Type

Specialty Options is the list of specialties that your team caters to. For example, Commercial or Rental would be considered a specialty where only some agents may be qualified to take those leads. For more information on how to set up the Specialty Type options for the Lead Router, please visit this article.

Handout Notes

Handout Notes is used to provide any additional details about the lead and any important information they feel is relevant about the property.

Handout Direct

Checking the Handout Direct option will allow the person submitting the handout to send a lead directly to a selected agent.

Please note that direct handouts do impact an agent's target lead number you have set in their lead handout configurations.

ProDispatch Handout Reporting

Monitor real-time updates on the leads offered to each agent and their corresponding claims.

ProDispatch Handout Reporting Overview

The ProDispatch Router Tool is a powerful solution that provides valuable insights into the leads being offered to agents and the deals generated from those leads. With this tool, you can gain a comprehensive understanding of the lead handout process and monitor real-time updates on the leads offered to each agent and their corresponding claims.

To view your ProDispatch Reporting, select the drop down menu under ProDispatch tab and select the ProDispatch Reporting tab.

Filtering Your Report

You can filter your report by specific timeframes, lead type, and sources. Remember to select Run Report once you've made your selections.

ProDispatch Handout Snapshot

The ProDispatch Tool provides a snapshot overview of your lead router statistics based on the selected timeframe, lead source and type. This feature offers a quick and convenient way to assess the performance of your lead routing system.

Application Overview

You can toggle between various reports depending on what you want to see including, handout stats, lead details, deals details, leads by area and ISA Stats

Handout Stats

Handout stats give you insight into the leads that have been taken, offered and claimed by each eligible agent.

Lead Details

Lead details gives you insight into the number of leads by agent in crucial stages that have been sent through the router.

Deal Details

Deal details gives you insight into the number of deals, deal volume and the conversion rate for each agent of leads sent through the router.

Leads By Area

Leads by area will give you a quick overview of the number of leads and deals in each area, price point and specialty.

ISA Stats

ISA stats will provide a snapshot of the total appointments as well as the number of leads in each crucial stage. This report will also break this information down by ISA.

ProDispatch Reporting Breakdown

This article aims to guide you through a detailed breakdown of your Lead Router Reporting.

ProDispatch Reporting Snapshot

Leads

The number of leads put through the Lead Router within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Accepted Deals

The number of transactions with an acceptance date within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Closed Deals

The number of transactions with a close date/closed status within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Pending Deals

The number of transactions with a pending status within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Active Buyer/Seller

The number of leads mapped to "Actively Listed/Showing Homes" stages from FUB put through the Lead Router within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Short Nurture

The number of leads mapped to "Short Term Nurture" stages from FUB put through the Lead Router within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Long Nurture

The number of leads mapped to "Long Term Nurture" stages from FUB put through the Lead Router within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Rejected

The number of leads in a stage in FUB that is mapped to the "Rejected/Trash" stage type in Maverick that wre put through the Lead Router within the selected timeframe and BUYER/SELLER/BOTH, and/or SOURCE filter selections.

Agent Handout Stats

Leads Taken

The number of leads claimed that were routed through the Lead Router tool.

Offered Today

The number of leads offered within the calendar day that were routed through Lead Router tool.

Claimed Today

The number of leads claimed within the calendar day that were routed through Lead Router tool.

Offered Last 7 Days

The number of leads offered within the last 7 Days that were routed through Lead Router tool.

Claimed Last 7 Days

The number of leads claimed within the last 7 Days that were routed through Lead Router tool.

Offered Last 30 Days

The number of leads offered within the last 30 Days that were routed through Lead Router tool.

Claimed Last 30 Days

The number of leads claimed within the last 30 Days that were routed through Lead Router tool.

Is Eligible

Active checkbox showing if agent is set up to receive leads from the lead router. If checked, the agent is eligible to receive leads. If unchecked, the agent is not eligible to receive leads. To update your agent's eligibility, navigate to your lead router configurations tab.

Target Number

Target number of leads allowed to be assigned to an active agent within a rolling 30 day timeframe.

Remaining 30 Days Target

Remaining number of leads within a rolling 30 days based on the set target number for the agent.

Lead Details

Leads Taken

The number and percentage of leads claimed that were routed through Lead Router tool.

Top of Funnel Stage

The number and percentage of leads in 'Top of Funnel' Stages based on mapped stages in Mav.

Leads Unresponsive

The number and percentage of leads mapped to 'Attempted Contact/Unresponsive' stage.

Appointment Outstanding

The number and percentage of leads missing appointment 'Outcome' on leads mapped from FUB.

Long Nurture Stages

The number and percentage of leads in 'Long Nurture' Stages based on mapped stages in Mav.

Short Nurture Stages

The number and percentage of leads in 'Short Nurture' Stages based on mapped stages in Mav.

Active Buyer/Seller Stages

The number and percentage of leads in 'Active Buyer/Seller' Stages based on mapped stages in Mav.

Rejected/Trash

The number and percentage of leads in 'Trash/Rejected' Stages based on mapped stages in Mav.

Closed/Under Contract

The number and percentage of leads in 'Closed/Under Contract' Stages based on mapped stages in Mav.

Reassigned

The number and percentage of leads that have been routed to the agent that are now reassigned to another agent in FUB.

Deal Details

Leads Taken

The number of leads claimed that were routed through Lead Router tool.

Pending Deals

The number of leads claimed that were routed through Lead Router tool that are now in 'Pending' status in your TMS.

Pending Deals Volume

Total volume from leads in a 'Pending' status in your TMS that were claimed and routed through Lead Router tool.

Closed Deals

The number of leads claimed that were routed through Lead Router tool that are now in 'Closed' status in your TMS.

Closed Deals Volume

Total volume from leads in a 'Closed' status in your TMS that were claimed and routed through Lead Router tool.

Conversion Rate

'Closed Deals' DIVIDED by 'Leads Taken'

Deal Min Price

Lowest volume from deals in a 'Closed' status in your TMS within selected timeframe.

Deal Max Price

Highest volume from deals in a 'Closed' status in your TMS within selected timeframe.

Deal Avg Price

Total volume from deals in 'Closed' status DIVIDED by the total number of deals in a 'Closed' status in your TMS within selected timeframe.

Leads By Area

Areas

Area breakdown for new lead generation, mapped to areas set by leads pushed through the lead router tool.

Prices

Price range breakdown for new lead generation, mapped to price ranges set by leads pushed through the lead router tool.

Specialties

Specialty breakdown for new lead generation, mapped to specialties set by leads pushed through the lead router tool.

ISA Stats

Total Appointments

The number of Appointments created in FUB for leads which are mapped to the selected SOURCE/LEAD TYPE created within the selected Timeframe.

Actively Listed/Showing Homes

The number of Appointments created in FUB for leads which are mapped to the selected SOURCE/LEAD TYPE created within the selected Timeframe.

Rejected/Trash

The number of leads mapped to 'Rejected/Trash' stages in Mav mapped to the selected SOURCE/LEAD TYPE created within the selected Timeframe.

Pending Deals

The number of leads in 'Pending' status in TMS mapped to the selected SOURCE/LEAD TYPE created within the selected Timeframe.

Closed Deals

The number of leads in 'Closed' status in TMS mapped to the selected SOURCE/LEAD TYPE created within the selected Timeframe.

Total Deals

The number of leads in 'Pending + Closed' status in TMS mapped to the selected SOURCE/LEAD TYPE created within the selected Timeframe.

Handout Details

Sent Time

Timestamp of when lead was sent through the router.

Claim Time

Timestamp of when lead was claimed from the router.

Is Claimed

If checked, this lead is currently still claimed and sitting with mapped agent.

Claimed By Name

Name of agent who claimed lead.

Area

Area of the lead.

Specialty

Specialty of the lead.

Price

Price of the lead entered at distribution in the lead router.

Lead Source

Source pulled from lead in FUB.

ISA Name

ISA who sent set the appt.

Appointment Type

Appt Type enter at distribution through the router.

Appointment Set For

Day and time of the appointment.

Timeframe

Timeframe disposition when lead for projected timeline to close.

Lead Type

Buyer or Seller lead disposition.

Agents Attempted

Number of agents pinged when routed through the router.

Went Initially Unclaimed

Check indicates lead was not claimed by an agent when put through the router.

Direct Handout

Check indicates lead will be directly assigned to an agent when put through the router.

Cancelled At

Cancelation timestamp for any leads that are canceled or stopped from distribution through the lead router.

ProDispatch Message in Slack

Why does the ProDispatch message in Slack not displaying the Appointment Date and Time?

When the lead is in either the Unclaimed or New Lead Handout channel, the Appointment will not be displayed.

Only the message that is sent directly to the agent will show the date and time of the Appointment.