Internal
Admin console
Content, leads, users, and integrations — all managed from here once secure accounts are enabled.
Clients
Transactions, progress, tasks
Documents
Review and approve uploads
Tasks
Create and track client tasks
Workflows
Buyer and seller steps
Leads
Inquiry pipeline and CRM
Content library
Area guides, educational resources, and approved brokerage content.
Leads
Inbox by category, assignment, and CRM sync state.
Agents & users
Roster, roles, licenses, and portal access.
Content & settings
Pages, resources, testimonials, and site facts.
Lead routing map
Every form on the site tags its submissions with a category. These are the routing targets the CRM connector will use.
| Category | Routing target | Response SLA |
|---|---|---|
| Buyer inquiry | Buyer agents (round-robin) — crm:buyers | 15 minutes |
| Seller / home valuation | Listing agents — crm:sellers | 15 minutes |
| Rental inquiry | Leasing team — crm:leasing | 1 hour(s) |
| Commercial inquiry | Commercial advisors — crm:commercial | 1 hour(s) |
| Investment inquiry | Investment advisors — crm:investors | 1 hour(s) |
| Property management inquiry | Property management — crm:pm | 2 hour(s) |
| Contact an agent | Named agent — crm:agent-direct | 30 minutes |
| Join our team | Broker / recruiting — crm:recruiting | 1 business day(s) |
| General inquiry | Front desk — crm:general | 4 hour(s) |
Integration status
HubSpot CRM (lead sync)
Owner: Ops · Boundary ready — leads are mapped to HubSpot contacts and queued for sync
Lead database (Lovable Cloud)
Owner: Dev · Connected — leads are stored securely
E-signature / transaction mgmt
Owner: Ops · Not connected
Property management software
Owner: PM · Not connected
Analytics & pixels
Owner: Marketing · Not connected
Transactional email
Owner: Dev · Not connected
Lead pipeline (assignment, lifecycle, notes)
Owner: Ops · Connected — managed in the lead pipeline console
Portal sign-in (Lovable Cloud auth)
Owner: Dev · Connected — email and password sign-in with role-based access
Looking for the client experience? Go to the portal.