Technology Services · Data & Tracking · For Agents & Teams
Engagement Scoring for Real Estate Agents
$1,997 · one-time setup
An engagement scoring setup for your CRM: points for email opens, site visits, saved searches and replies, so your team can see which contacts are most active and call them first.
What’s included
- Scoring model built around the activities your tools can track
- Point rules and score thresholds for hot, warm and cold contacts
- Alerts and tasks when a contact crosses a threshold
- Score-based views and call lists for each agent
- Quarterly tuning guide for the model
How it works
- Review of the data your CRM and email tools collect
- Scoring model drafted for approval
- Rules, alerts and views set up and tested
- Team walkthrough and tuning guide
Apply for Engagement Scoring
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Flat-fee marketing and technology consulting services for real estate agents, teams and brokerages. Every engagement starts with an application and a scoping call; final scope and price are confirmed in writing before work begins. Real Estate Agent Pro Suite is not a licensed brokerage, does not represent buyers or sellers, and receives no per-transaction compensation. Follow your brokerage’s policies and all TCPA/DNC, fair housing and advertising rules in every campaign. Not legal or brokerage advice. No specific results are promised.