Resources
Resources & Playbooks
Operational guides to maximize lead quality and team efficiency.
The following playbooks are proven operational patterns for brokerage teams. They are concrete and ready to deploy immediately.
Intake Design Playbook
Structure intake questions to capture qualification intent, not just demographic data.
Core Intent Questions
Always ask: What are you looking to buy? When do you want to close? Have you been pre-approved for financing? Are you a first-time buyer or repeat investor? These four signals separate serious from curious.
Priority Signals
Timeline and financing status are the strongest predictors of next-action urgency. Properties within buyer budget and timeframe should route directly to agents. Out-of-window inquiries can nurture.
Avoid Noise Questions
Skip open-ended questions like 'Tell us about your dream home' if they're not actionable. Focus on questions that directly inform routing logic.
Lead Prioritization Framework
Use a numeric triage model to classify leads consistently and train your team on the rules.
Call-Now (Score ≥80)
Timeline within 30 days + financing confirmed + property in budget. Action: Call within 4 hours.
Nurture-Later (Score 50–79)
Timeline unclear or financing pending. Action: Email nurture sequence. Reassess in 7 days.
Low-Priority (Score <50)
Timeline >90 days away or financing unlikely. Action: Archive or very light touch.
Autopilot Setup Guide
Configure Qualu's Assist Mode to auto-triage leads while keeping humans in control.
Confidence Threshold
Set minimum confidence to 75% before suggesting action. Low-confidence decisions route to human review.
Human Review Queue
Ambiguous leads (50–75% confidence) are flagged for manual triage. Set max queue depth to 20 leads.
Message Review
Always review AI-drafted messages before sending. Never auto-send without agent approval.
Team Onboarding Checklist
30/60/90 day onboarding plan to maximize adoption and early wins.
Days 1–30: Setup & First Win
Connect intake form, set up dashboard, run first 10 leads through triage. Target: Show time saved in first 30 days.
Days 31–60: Refinement & Scale
Review results. Adjust scoring if needed. Scale to full agent group. Measure: close rate and agent satisfaction.
Days 61–90: Optimization
Data-driven tuning. Document and lock in new process. Train new hires. Celebrate wins.