Lead capture and assignment

RealGeeks turns website visitors into leads tied to agents. A Beam agent watches for each new inquiry, reads the contact detail and the property or search that drew them in, and assigns the lead to an agent using the round-robin or territory rule your brokerage approves. It writes the assignment and a first-touch task back to the record. Leads that arrive with missing contact detail, or that match an existing client, are held for a person to sort so nobody is double-worked. The agent stays inside the permissions your RealGeeks connection grants and logs every assignment it makes.

Property interest tracking

RealGeeks records which listings a lead views and saves. A Beam agent reads this activity, applies your rules to gauge intent, and updates the lead's stage and tags: an active browser of similar homes gets marked warm and queued for outreach. It writes a note summarizing what the lead looked at so the agent can prepare. Leads whose behavior is ambiguous, or who suddenly go quiet after strong interest, are surfaced to a person to judge the next move. The agent updates records and drafts follow-ups but leaves the relationship calls to the human agent.

Follow-up and drip coordination

Timely follow-up decides which real estate leads convert. A Beam agent reads where each lead sits in your process and, following approved rules, drafts the next message or moves them onto the right drip sequence. It marks completed touches and updates the record so the agent sees an accurate history. Leads ready for a call, a showing, or an offer are flagged for the human agent rather than pushed further through automation. The agent handles the routine cadence and record-keeping, and every draft waits for approval before it reaches a client where your rules require it.