42 secReporting
How to Track Your Real Estate Team’s Calls and Follow-Ups
Switch between team activity and your own performance while keeping the same reporting window in LeadBolt.
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Video walkthroughs and written guides to the work behind better follow-up: distributing leads, tracking team calls, managing email campaigns, and setting up AI agents.
42 sec
58 secReferrals
How to Manage Lender Assignments and Real Estate Partner Referrals
Keep internal lender assignments and connected partner referrals organized from a contact’s record.
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44 secAI follow-up
How to Set Up an AI Agent for Real Estate Lead Follow-Up
Describe your lead qualification goal in plain language and review the agent instructions that AI Assist proposes.
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46 secReporting
How to Measure Real Estate AI Follow-Up Performance Over Time
Compare reporting windows to understand AI conversation activity and reply rates in LeadBolt.
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30 secLead follow-up
How to Track Calls, Texts, and Follow-Ups for Real Estate Leads
Review calls, emails, texts, notes, and follow-up activity in one searchable LeadBolt timeline.
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41 secTeam management
How to Assign Real Estate Leads to Agents in Bulk
Distribute multiple CRM contacts to a team member in one action and review the changes before applying them.
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43 secEmail marketing
How to Manage Real Estate Email Campaigns and Follow-Up Sequences
Find one-time email broadcasts, automated follow-up sequences, and reusable templates in one LeadBolt workspace.
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30 secEmail marketing
How to Connect Outlook Email to Your Real Estate CRM
Connect Microsoft 365 or Outlook to LeadBolt and send follow-ups from the business email address your leads recognize.
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42 secEmail marketing
How to Save Real Estate Email Lists for Future Campaigns
Save a filtered group of contacts and reuse it for your next real estate email broadcast.
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30 secEmail marketing
How to Target Real Estate Emails by Lead Source and Tag
Choose a focused email audience using lead sources and tags in LeadBolt’s broadcast builder.
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43 secEmail marketing
How to Edit and Preview Real Estate Email Templates
Create a reusable plain-text follow-up email and check your latest edits before sending it to leads.
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