Team & brokerage
Lead routing modes explained
Weighted round-robin, first-to-claim, and the pond — when each one makes sense.
When a lead hits a team, BrokerFold routes it based on the rule you've picked. There's no 'best' mode — it depends on how your team sells.
Weighted round-robin
Leads rotate through team members, with per-agent weights so a part-timer can take a smaller share than your top producer. Fair, predictable, easiest to explain.
First-to-claim
The lead is announced to the team with contact details shielded; the first agent to claim it gets the full record. Claims have timeouts — if nobody claims in the window you set, the lead escalates instead of going cold. Favours responsiveness; good for competitive teams.
The pond
Unclaimed and expired leads land in a shared pond any teammate can fish from. Nothing gets orphaned: the expiry sweep moves stale claims back to the pond automatically.
Note
Response-time clocks and scorecards run alongside every mode, so you can see how routing decisions actually play out per agent.