Real Estate • Lead Ops • Role-based
Lead Tracker that keeps VAs, Closers, and Admins in sync.
Import addresses, generate daily lead lists, track notes and outcomes, and keep a clean audit trail. Built for speed and accountability—without spreadsheets chaos.
Tip: Run Prisma migrate + seed to create the default admin user.
Pipeline
Organized
Daily lists
One click
Audit trail
Always on
What you can do
CSV Imports (VA)
Upload new leads in bulk with consistent fields and validations.
Daily Lead Lists (Closer)
Generate your call/visit list for the day based on status and schedule.
Role-based Access
Everyone sees only what they need—Admins can oversee everything.
Audit History
Track changes to leads and notes to reduce mistakes and finger-pointing.
How the workflow runs
- STEP 1VA imports leadsAddresses + basic owner info enter the system.
- STEP 2Closer runs listDaily list is generated for focused follow-up.
- STEP 3Admin auditsVisibility, QA, and history across the pipeline.
Get started
Head to Login and use the top navigation to access tools based on your role.
Common roles
- • VA: imports + cleanup
- • Closer: daily list + notes
- • Admin: oversight + full audit
Operational defaults
CONSISTENCY
Standard statuses
Keep lead progression consistent across people and days.
SPEED
Fewer clicks
Most actions are designed to be “open → update → next lead”.