Why Hand-offs Matter
In many brokerages, client relationships pass between team members — from lead gen specialists (ISAs) to buyer agents, or between agents covering different shifts. Without context, this can cause duplication, missed opportunities, or frustrated clients.
HomeHunter solves this by centralizing the client’s browsing history, favorites, and invite status in the dashboard. Whoever picks up the lead has full visibility into the client’s journey.
How Teams Use It
- Shared Dashboard → Everyone on the team can see the same contacts, browsing history, and favorites.
- Invite Status → Clear visibility into whether a client is fully verified and linked.
- Sidebar Details → Quick access to client context (favorites, browsing, reports) before making a call.
Hand-off Workflow
- Lead Captured
- ISA or first-touch agent invites the client and gets them verified.
- Context Shared
- The dashboard already shows browsing history, saved homes, and reports — no manual notes required.
- Assigned Agent Steps In
- New agent reviews the sidebar panel before outreach.
- Uses recent browsing or favorites as an instant conversation starter.
- Follow-Up
- The new agent picks up naturally without asking the client to repeat themselves.
Script Example for Smooth Handoffs
“Hi [name], I’m [agent]. I’ll be helping you from here, and I see you’ve been looking at homes in [neighborhood]. I’ve also pulled a report on that area — would you like me to walk you through it?”
Best Practices
- Check the dashboard before outreach — it saves you from asking the client to repeat info.
- Use browsing context as a warm entry point.
- Document touchpoints in your CRM if needed, but let HomeHunter handle activity tracking.
Takeaways:
- Hand-offs become seamless with shared client context.
- ISAs can focus on capture, while buyer agents focus on closing.
- Clients feel continuity instead of repeating themselves.