Every lead from the ads goes to exactly one agent. This page shows the path it takes today, step by step, and what each proposed decision would change. Flip the switch below to compare. Nothing proposed here is live until you approve it.
Tested Oct 22 on a copy of the real system: 26 of 28 results matched the rules belowLive prices Starter $24, Pro $21, Elite $20, pay per lead $36 a leadDay midnight to midnight Eastern
Showing today's rules.
The lead's journey
The left column is the path a sold lead takes. Each box on the right is where a lead leaves that path, and why. Blue marks a step a proposal changes.
Step
The homeowner fills the quote form
They arrive from a Meta ad, enter their name, phone, ZIP and a few answers, and the platform texts them a code.
name is "lgtest"
Test lead. Parked. Never sold, never charged.
code texted
Check
Did they enter the code?
Entering it proves the phone is real and theirs. Only these leads are sold.
no code in 15 min
Held as unverified. Nobody is charged. A setting can instead offer these as cheap bonus leads to agents who opted in; at launch it stays on hold.
code entered
Check
Have we seen this phone before?
Same number already sold or verified in the last 90 days.
seen before
Duplicate. Set aside, nobody is charged. The homeowner still sees the thank-you page.
new phone
Check, for every agent
Who can take it?
An agent can take the lead only if all of these are true:
Their account is active (not paused).
They have an active plan, or they are on pay per lead.
D9They have an active plan, or pay per lead. If their plan ended, they stay in at the pay-per-lead price with a Renew notice.
They are licensed in the lead's state (their States list).
They take this lead type (for example Mortgage Protection).
They are under their daily cap. An agent with no cap counts as having the biggest cap in their group.
D5They are under their daily cap. New agents pick one at sign-up (10 unless they change it); agents who joined before keep theirs.
Their wallet covers their price, or they have a free lead.
nobody can
Unassigned. Tried again every 5 minutes for 24 hours, so it sells as soon as an agent loads money, raises a cap or adds the state (an overnight lead goes out next morning at full price).
After 24 hours it waits for the operator.
D3Once it has waited 2 hours since the code was entered, it sells at half the agent's price and shows "Aged" on the lead and the ledger.
D4After 24 hours it goes on the Unsold leads list (states nobody buys marked): assign free, give as a bonus, or sell at the aged price in one click.
one or more agents can
Order
Who gets it?
D1After priority, plan members come before pay per lead. Pay-per-lead agents only get leads no plan member can take.
Priority the operator set: High, then Normal, then Low.
Then whoever has used the smallest share of their daily cap today.
Then whoever has waited longest since their last lead.
Plan or pay per lead, small plan or big plan: no difference today. See the worked example below.
one agent chosen
Step
Charge
A free lead is used first if they have one, otherwise the wallet pays their locked price. Only one agent can claim a lead, even when two leads arrive in the same second, so nobody is charged twice. After the charge: automatic top-up if they set one, and a low-wallet warning.
charged
Step
Deliver
Straight to their CRM, by email, or both (their choice), plus a phone alert. The lead is theirs alone.
CRM fails
Still theirs, still charged.They see a notice and a Resend button in their portal, and the operator sees "CRM failed" in To do. Nothing retries on its own, so a CRM-only agent can miss it.D8Sent again about 5, 15 and 30 minutes later. If it still fails, CRM-only agents get it by email and the lead is marked "Not in your CRM".
after the sale
Afterwards
Bad leads and moves
No refunds for a bad lead yet: the agent can ask support, and money requests go to the operator.
D6A "Report bad number" button for 24 hours. Once the operator approves (or automatically, if set), the agent gets one free replacement lead.
The operator can move a lead to another agent: the first agent gets a full refund.
Running in the background, every 5 minutes
Unassigned leads under 24 hours old get another try (the retry above).
A lead whose sale was interrupted halfway (a server hiccup) is finished or sold within 5 minutes, once.
Leads with no code after 15 minutes are moved to unverified.
StepCheckWhere a lead leaves the pathChanged by a proposal
Who gets the lead, with real numbers
Three agents in the same state, all Normal priority, nobody has had a lead yet today. Move the slider to send more leads and watch where they go. The order follows the switch at the top (D1 is the only proposal that changes it).
PriorityHigh before Normal before Low. Set by the operator per agent.
Plan members firstPay per lead only gets what no plan member can take (proposal D1).
Smallest share of the daily capLeads today divided by the daily cap. Cap 20 ends up with about twice as many as cap 10.
Longest waitBreaks a tie: whoever had their last lead longest ago.
Agent
Cap
Leads
Of cap
Paid
Now
Checked against the real code on Oct 22: caps 5 / 10 / 20 with 7 leads went 1 / 2 / 4, and with 50 leads 5 / 10 / 20 with 15 unassigned, the same as this example.
The decisions
Every rule is built and tested, and every one is off. They are switched on one by one in Settings, under Routing rules; with all of them off, routing works exactly as today. D3, D6 and D8 also need one database update before they can be switched on. Use the switches here to see each one on the map. The real switches: Settings > Routing rules (operator login).
Every scenario we tested
The 26 situations from the plan, each run through a copy of the real system on Oct 22. Two came out different from what the plan expected; both became decisions or launch checks.