Agent Matching

A referral matched to the wrong agent, in the wrong market, is a lead that goes cold. We build the matching system that connects every referral to the right agent, fast.

What we build

• Market & specialty matching: Referrals routed to agents by location, price range, and specialty.
• Instant notifications: Matched agents notified the moment a referral is assigned.
• Accept/decline workflow: Agents accept or decline referrals directly, with automatic reassignment.
• Client handoff tracking: First contact confirmed and logged for every matched referral.

Implementation scope

Matching connects to the deal pipeline, so an accepted referral automatically opens a tracked deal record.