Lead Routing, Closer Onboarding, Dispositions Workflow & System Troubleshooting - September 15, 2026

Overview

This session covered a range of practical topics for GenieREI users, including best practices for lead routing and team accountability, a step-by-step onboarding workflow for new closers, how to organize disposition deals and manage buyers effectively, and resolutions for several known system bugs. Whether you're setting up a new team member or troubleshooting an issue, the guidance below will help you get the most out of the platform.

Key Takeaways

• Round Robin lead routing creates individual accountability and has been shown to improve conversion rates (from 16 leads/contract down to 10 leads/contract).
• The "Automatically Release No-Contact Leads" feature prevents leads from dying in a closer's queue by re-assigning them after a set number of days (e.g., 5 days) if no contact is made.
• New closers should start on the Revival List (aged leads) and be restricted via the "Training Period" user setting until they are ready for high-priority new leads.
• The MAO Calculator (found under Properties > Underwriting) helps closers calculate a Max Allowable Offer based on ARV, repair costs, and assignment fee — and saves calculations for future reference.
• For disposition deals, tag buyer lists with the property address (e.g., "103C Street") to isolate and filter conversations cleanly.
• Land buyers should be tagged with "Land Buyer" so they are routed to a separate, customized text message sequence rather than receiving single-family home pre-qualification texts.
• The AI Receptionist feature should remain disabled unless intentionally configured — when accidentally enabled, it can flood inboxes with AI call recaps.
• Call recording date mismatches are a known bug caused by a time zone issue in the backend. GHL support is actively working on a fix.

Detailed Processes & Step-by-Step Instructions

1. Lead Routing Strategy: Round Robin + Auto-Release

If leads are dying in individual closer queues, the recommended approach is to implement a Round Robin routing model combined with the auto-release feature.

1. Enable Round Robin lead routing in your team settings to distribute new leads evenly and create individual accountability.
2. Turn on "Automatically Release No-Contact Leads" and set a timeframe (recommended: 5 days).
   • If a closer does not make contact within that window, the lead is automatically moved back to MakeCloud (unassigned pool).
   • This creates a hybrid model: closers own new leads, but the broader team can pursue older, uncontacted ones.
3. To retain a lead and prevent it from being released, a closer must either:
   • Book an appointment, OR
   • Select a green call status on the lead.

2. Onboarding New Closers

New closers should be eased into the system using aged leads before gaining access to high-priority new leads. Follow this workflow:

1. Assign the "Training Period" setting to the new closer's user profile. This restricts their view to only the leads you designate for them.
2. Add the new closer as a "Follower" to all leads in the Revival List (aged leads). This resolves any permissions issues that may prevent them from seeing contacts.
3. Walk the closer through the basic dialing workflow:
   • Dial the lead.
   • Select the appropriate call status:
     • Green: Assigns the lead to the closer (they own it).
     • Yellow: Unassigns the lead and triggers an automated drip campaign.
     • Red: Marks the lead as dead and removes it from active queues.
   • Move to the next lead in the list.
4. Show the closer the MAO Calculator:
   • Navigate to Properties > Underwriting.
   • Enter the ARV, estimated repair costs, and desired assignment fee.
   • The system calculates the Max Allowable Offer (MAO) and saves it for future reference.
5. Share the "Day in the Life of a Closer" training video to give new team members a full picture of daily expectations and workflows.

3. Dispositions & Buyer Management

When managing multiple disposition deals at once, use the following approach to keep conversations organized:

1. When a property goes under contract, track it using the Marketing Tracker.
2. For buyer outreach, use Buyer Sonar to contact pre-qualified buyers.
3. Tag your buyer lists with the property address (e.g., "103C Street") so you can filter conversations in the inbox and isolate replies specific to that deal.
4. Purchase and assign a dedicated "Dispo" phone number through admin settings to keep disposition communications separate from other outreach.

Handling Land Buyers Separately

Land buyers were previously receiving pre-qualification texts intended for single-family home buyers. To fix this:

1. Tag all land buyer contacts with the "Land Buyer" tag.
2. A dedicated automation has been created that routes any contact with the "Land Buyer" tag into a custom text message sequence appropriate for land deals.
3. Customize the messaging in this automation to match your land buyer communication style.

4. System Troubleshooting: Known Issues & Resolutions

AI Receptionist Bug

Call Recording Date Mismatch Bug

Attack List Priority Bug

Action Items & Next Steps

• Connor: Send the "Day in the Life of a Closer" video to Mike and Brandon. Follow up with Andre on the production release for Austin's requested form updates.
• Nosheen: Email Mike Perdue to schedule Brandon's final onboarding call. Investigate the Keenan Carroll Attack List priority bug with Octavio.
• Joshua: Customize the "Land Buyer" text message sequence using the provided automation link. Purchase and assign a dedicated Dispo phone number in admin settings.

This article was generated from a GenieREI Q&A training session. For additional help, submit a support ticket or reach out to your GenieREI account team.