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CUSTOMER: Solid Earth Website Lead Routing

MLS Website Lead Routing

How website leads get assigned

Leads route to the listing agent for listing-specific inquiries, route to the selected member for direct member messages.

1) Consumer creates a new account

  • The consumer is created and initially connected to the site’s default account (MLS Admin).

  • If that consumer later requests information about a listing, that listing inquiry routes to the listing agent.

2) Consumer creates an account while contacting a specific member

If the account is created through direct contact with a member (on a listing page or a member profile page):

  • The consumer is connected to that specific member.

  • The member can see the lead in Dashboard → Contacts and receives an email notification.

3) Consumer submits a listing form (“Request showing”, “Get more info”)

  • The message goes directly to the listing agent.

  • If the consumer is already connected to a member, they remain connected, but the listing inquiry still goes to the listing agent.

4) Consumer messages a member from the members directory

  • For a new consumer, messaging a member connects the consumer to that member, shows in Dashboard → Contacts, and triggers an email notification.

  • Example:

    • If a consumer already connected to Member A messages Member B, Member B receives the email notification with the message.

5) Saved search (without contacting a member)

  • Saved searches appear both on the website (activity/alerts) and in the Dashboard (activity stream/alerts).

  • If the consumer only creates saved searches and doesn’t contact a member, they remain connected to the default MLS Admin until they contact a member or request info on a property.

What members receive (visibility + notifications)

When a member receives a new lead message, they get:

  • An email with the lead’s message and contact details (name, email, phone) and the related property address (when applicable).

  • The lead record visible in Dashboard → Contacts in scenarios where the member is the routed recipient.