Journey Vine Advisory
Agent Lead Desk
Auto-claim matching portal leads. An always-on lead agent for your desk.
Connect the portals you already use — Redfin Partner, Zillow, Realtor.com, LoopNet, Homes.com, and others. Your lead agent claims opportunities that match your criteria, then runs CRM, replies, tours, and vendor follow-through. Call anytime to adjust the rules; you get an email of what changed.
Start with Experience
Talk with a live Retell lead agent — voice or text — that role-plays the desk. No CRM writes, no claims, no calendar books on this page.
Live demo · no actions taken
Talk to your lead agent
Voice or text — hear how Agent Lead Desk feels for an agent without touching your real systems.
Demonstration only. The live lead agent for clients can act; this public demo only role-plays.
- · Ask how criteria-based auto-claim wins the portal race
- · Ask how you set or change claim criteria with your lead agent
- · Ask what email digest you get after a criteria call
- · Ask which portals you want connected (Redfin, Zillow, LoopNet…)
Seconds decide who owns the lead.
Portal referrals go to the first agent who claims them. Your lead agent evaluates your criteria in seconds and claims matching leads automatically — so you win the race without staring at your phone.
- Auto-claim on your criteriaZIP, city, price, and inquiry rules you set — your lead agent claims matches and skips the rest (with portal KPI guardrails).
- Your portals, your mixConnect Redfin Partner, Zillow, Realtor.com, LoopNet, Homes.com, or other sources — whichever you use. Same desk and follow-through stack either way.
- Lead agent spun up for youDedicated voice agent, phone number, Hermes computer, and email inbox — provisioned at kickoff. Call to adjust rules anytime.
- Deal follow-throughTours, vendor reminders, compliance nudges — so claimed leads turn into closings.
Your scenario
Dial in your portal volume — watch payback and hours saved move.
Drag the sliders to match your desk. In this run Agent Lead Desk pays for itself by month 1.
What you invest
$2,495+ $299/mo
Year-1 software $6,083 · ~29% of one close at $8,500
Projected Year-1 incremental commission
$97,611
Claims 9.7/mo → 18.4/mo · win 45% → 85% · net $91,528 (1505% ROI) · 132h saved (~$9,900 at $75/hr).
Cumulative dollars over 24 months
Dashed = desk cost · Solid = incremental commission · Amber = payback
Claim volume — without vs with the desk
Portal claims won / month (selected months)
After payback, Year-2 projected net is $104,369 — same lift, no setup fee. 11 hrs/mo back on race triage and follow-through.
When the numbers are yours, the decision is obvious — one close covers the desk; your lead agent keeps winning races after that.
Start Agent Lead Desk kickoffIllustrative calculator — not a guarantee. Tune the sliders to your portal volume and close economics. Usage (SMS / voice / computer) passthrough is separate.
When the lift is clear, the desk is the next step.
Kickoff provisions your Agent Lead Desk and connects the portals you prefer; you start winning matches on criteria immediately.
Investment vs Year-1 lift is in the calculator above — one clear comparison, not a price repeated on every line.