Automated RE/MAX Lead Handoff Tracking
Every morning, WebRun opens your RE/MAX agent dashboard, checks for new leads and showing requests since the last check, logs each one to Airtable with the contact and property details, and writes a handoff note in Notion so the assigned agent has everything they need to follow up.
How do I hand off new RE/MAX leads to the right agent?
WebRun checks your RE/MAX agent dashboard every morning for new leads and showing requests, logs each one to Airtable with contact and property details, and writes a handoff note in Notion for the assigned agent, so a brokerage never lets a fresh lead sit unassigned until someone happens to check the dashboard.
- New leads are assigned to an agent the same morning they arrive
- Every handoff note has the contact and property ready to go
- No lead sits unassigned waiting for someone to check the dashboard
Built for Real estate brokerages · Team leads and brokers · Real estate agents · Franchise operations managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.remax.comin a real browser with your saved login - no setup, no API keys. -
1
RE/MAX - check new leads and showing requests
- Open the agent dashboard on RE/MAX
- List every new lead and showing request since the last check
- Note the contact details and property of interest for each
Done when Every new lead and showing request has been captured.
-
2
Airtable - log each lead
airtable.com
WebRun opens Airtable to log each lead. - Open the leads tracking base
- Add a row for each new lead with contact and property details
- Assign each lead to the agent covering that area
Done when Every new lead has a row and an assigned agent.
-
3
Notion - write the agent handoff note
notion.so
WebRun opens Notion to write the agent handoff note. - Open the agent handoff page
- Write a short note for each assigned agent listing their new leads
- Include the property and the best way to reach the lead
Done when Every assigned agent has a handoff note with their new leads.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun contact the lead for me?
No. WebRun only reads new leads and showing requests from the dashboard. It never messages a lead or client on your behalf.
How does it decide which agent gets a lead?
You set the assignment rule once, usually by area or rotation, and WebRun applies it the same way to every new lead.
What if two agents work the same area?
Set your own tie breaker, like rotation order, and WebRun follows it consistently instead of leads sitting unassigned.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.