R. M. BurgessClient-owned system
Leads Distributor
Institutional memory for the brokerage’s sphere of influence — so every lead already massaged and worked stays known, nurtured, and ready for the next business cycle.
The problem
Brokerages invest months into conversations, notes, and relationship context — then that work scatters across inboxes, spreadsheets, and individual agent habits. When someone leaves, a deal cools, or a household isn’t ready yet, the memory walks out with them.
Leads Distributor is the office’s long-horizon contacts book: keep what the team has already worked, nurture the sphere of influence over time, and bring people back into active business cycles when the timing is right.
Capabilities
Features
One searchable book for relationships the brokerage owns — with diary, assignment, and access that match how the office works.
Institutional memory
Notes and activity stay on the contact for the long term. The office retains context after handoffs, quiet periods, and staff changes.
Sphere of influence book
A single searchable contacts list for people the brokerage has already massaged and worked — not a throwaway inbox.
Nurture through cycles
Keep warm and cool relationships visible so agents can lead them through nurture into the next buying, selling, or referral opportunity.
Assignment that fits the office
Agents self-assign open relationships; brokers and office staff reassign when coverage needs to change.
Invite-only staff auth
Email OTP sign-in, role-based access for broker, office, and agent, plus notifications and an audit trail.
Per-brokerage deployment
One dedicated app and database per brokerage — isolated data, brand, and domain the customer owns.
How it works
- Contacts — the working book of relationships the brokerage has earned and maintained.
- Diary — institutional memory on each contact so nurture isn’t starting from scratch.
- Access — brokers control who sees and works which relationships; agents stay focused on their book.
Pilot customer: CENTURY 21 Lighthouse Realty (c21jax.com). Production staff app: c21jax.rmburgess.com.
Delivery
Stack & trust
Production-hardened for PII at rest, invite-only access, and brokerage isolation.
See the live deployment
Staff homepage for CENTURY 21 Lighthouse Realty — invite-only after sign-in.