Knowledge Base
Capturing Leads From Property Search
Turning property search into leads: when to ask, what to ask, and where the answers land.
What it does
Property Search Registration asks visitors for their contact details after they have looked at a few properties. It is the feature that decides whether property search generates business or just entertains visitors.
The page explains its own three stages: visitors browse listings; a registration form appears once they pass the number of properties you allow; a completed form becomes a lead in your CRM carrying the property and search context that produced it.
Find it from your website dashboard, or from Listing Registrations where each website has a Registration Settings link.
Deciding when the form appears
Turn Status on, then set Free unique property views — how many different properties someone may open first. Repeated views of the same property do not count again.
Then pick a registration style:
- Required to continue. Browsing stops until the form is completed. Highest capture, lowest traffic. Sensible only with strong existing traffic.
- Optional prompt. The form appears and can be dismissed. Protects search performance and visitor goodwill. The safe default.
- Optional first, then required. Dismissible at first, required after a further number of views you set. Right for most sites: casual browsers are left alone, genuinely engaged ones are asked.
Do not start aggressive
A hard gate on the first property converts a small number of visitors and turns the rest away, including search engines' impression of the page. If unsure, start with the optional prompt after three or four free views and tighten only once you can see real numbers.
Deciding what the form asks
Each field can be Required, Optional or Hidden: first name, last name, email, phone, preferred contact method, and whether they are buying or selling.
Email or phone must stay required, because a lead nobody can answer is not a lead. Beyond that, every additional required field costs you completions. Name and email is usually the right trade; demanding a phone number from a first-time visitor is the most common reason a gate underperforms.
Where the lead goes
Every registration becomes a lead assigned by your routing rules.
On a single-agent website that is you, always. There is nothing to configure.
On a brokerage website it follows the routing you configured, with a fallback when no rule matches. Four assignment methods are available:
- Company lead pool — leads land in a shared pool to claim or assign. Suits brokerages with someone who triages.
- Specific agent — every unmatched lead goes to one named person.
- Office lead pool — leads go to the pool for the relevant office. Suits multi-office brokerages where geography decides ownership.
- Round robin — shares leads evenly among active agents.
Custom rules run before the fallback, so you can send lake-property inquiries to a specialist and let everything else fall through.
Round robin is the easiest to regret
It is fair, and it sends a serious inquiry to whoever is next regardless of whether they are on holiday, new, or already behind. If you use it, watch the fallback and unassigned counts, because that is where leads nobody answered become visible.
Test it before you switch it on
Preview Visitor Form shows exactly what a visitor sees and lets you test assignment without creating a real lead. Use it before enabling the gate, and again whenever you change the fields. It is the difference between finding a broken form yourself and hearing about it from a buyer who gave up.
Reading the numbers
Listing Registrations puts every website side by side: whether the gate is enabled, its free-view allowance, prompts shown, registrations, and the conversion between them.
- Prompts shown but no registrations — the form is being rejected. Usually too many required fields, or a required phone number.
- No prompts at all — either nobody is browsing properties, or your free-view allowance is higher than typical visitors reach.
- High dismissals on an optional prompt — normal. Dismissal is the price of protecting traffic. Judge on registrations, not dismissals.
- Fallback or unassigned leads — a routing rule is not matching. Fix quickly; these are real people waiting for a reply.
Give it a month before drawing conclusions. Registration rates move slowly and a fortnight of data on a new site is mostly noise.