Every listing starts as a lead. A neighbour who mentions they might sell next spring, an owner who asks for a price guide after an open home, an investor weighing up their portfolio. These are the properties that become next year’s listings, as long as someone follows them up at the right time.
Lead Properties in iDashboard is where agents keep track of those opportunities. Our latest release gives it a thorough refresh, making it quicker to capture new leads, easier to see what needs attention, and simpler to turn a warm lead into an appraisal.
Add a lead property in seconds
New lead properties can now be added straight from the Lead Properties screen. When a lead comes in during a phone call, a door knock or a chat at an open home, you can record it on the spot without leaving the screen you’re already working in.
You can also add a lead property from inside a contact. Each contact now has a new Add menu that brings every relationship together in one place, including lead properties, opinions and open home visits. If you’re already looking at an owner’s record, adding their property as a lead is one click away.
Clear statuses: Active, Appraised and Archived
Every lead property now has one of three statuses:
- Active: a live opportunity you’re working on
- Appraised: the property has moved on to an appraisal
- Archived: the lead is no longer current, but its history is kept
Statuses keep your pipeline honest. Instead of scrolling through old leads mixed in with current ones, you can focus on the active opportunities and keep the rest on file for later.
A complete history of every conversation
Notes on lead properties are now historical. Rather than editing a single note, you add a new note each time you speak with the owner, and every entry is kept with its date and time. Over time this builds a full record of your conversations with the contact about the property.
That history is valuable when a lead takes months or even years to turn into a listing. You can see at a glance what was discussed, when, and what the owner was thinking at the time. If another agent in the office picks up the lead, they have the full background before they pick up the phone.
Tags to organise your leads
Lead properties can now be tagged, so you can group and filter them the way your office works. Every agency starts with five tags already set up:
- Owner Occupied
- Investor
- Residential
- Rural
- Commercial
These are just a starting point. You can add your own tags to suit your area and the way you prospect. For example, an agency working a popular retirement corridor might add a Downsizer tag for owners thinking about moving somewhere smaller, or an Off-Market tag for vendors who would prefer a quiet sale.
Tags make it easy to tailor your follow-up. For example, you might pull up every investor lead when interest rates move, or every downsizer lead when a new over-55s development opens nearby.
Price ranges and a more powerful search
The price value on a lead property is now an optional range, with separate from and to amounts. We noticed many agents were typing a range into the single value field, so we’ve split it into two. You can still enter a single figure, or record a range such as $850,000 to $900,000 when that better reflects your early conversations with the owner.
Splitting the values also makes searching more useful. Search is now faster and covers every lead property field, not just the address, so you can find leads by any detail you remember, including the price range you discussed.
Search results can also be printed. That’s useful for a prospecting session, a weekly sales meeting or a principal’s review of the office pipeline.
Follow up straight from your dashboard
Two new dashboard widgets, My Overdue Lead Properties and My Upcoming Lead Properties, show each agent the leads that need their attention. Overdue leads stand out straight away, and upcoming ones give you a heads-up on the calls to plan for the week ahead.
You can follow up and edit lead properties directly from the dashboard, so there’s no need to open the Lead Properties screen just to log a call or update a lead. To add the widgets, click Edit on your dashboard, then find and activate My Overdue Lead Properties and My Upcoming Lead Properties.
Follow-up timing often decides who wins a listing. Having these leads on your dashboard each time you log in means fewer opportunities slip through the cracks.
From lead to appraisal in one step
When a lead is ready, you can now convert it straight into an appraisal. iDashboard takes care of the admin:
- The appraisal form is pre-filled with the lead property’s details, so there’s no re-keying
- Once the appraisal is created, the contact is attached as the owner automatically
- The appraisal links back to the lead property, with a View Appraisal link so you can move between the two easily
The result is one connected record of the opportunity, from the first conversation through to the appraisal. From there, the Appraisal Wizard and your action plans take over.
Small contact improvements that help
The same release brings a few improvements to contacts that make day-to-day work smoother:
- A new Send menu inside each contact makes Send Email and Send SMS easier to find
- Empty relationship screens now explain what each feature does, which is helpful when training new team members
Putting it into practice
A simple routine gets the most out of the new Lead Properties:
- Record every potential seller as a lead property as soon as you hear about them
- Add a note after every conversation so the history stays complete
- Tag each lead, adding your own tags where they help, so you can find the right group quickly
- Add the My Overdue Lead Properties and My Upcoming Lead Properties widgets to your dashboard, and start each day there
- Convert leads to appraisals when the owner is ready, then archive the ones that go cold
- Use the Lead Properties report in your weekly sales meeting to review the office pipeline
The updated Lead Properties is available now for all iDashboard users. If you’d like a hand getting started, our support team is happy to help on 1800 432 742.
