Calisto
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Lead Distribution & Client Portals

Score-based lead routing, branded buyer and seller portals, home valuation lead capture, and multi-portal access for agents, staff, and clients.

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Client experience essentials

1

Lead Scoring & Distribution

Weighted scoring: website visits, listing views, inquiry count, saved searches, response time, open house attendance, favorited properties, and search alert clicks.

2

Client Portals (Calisto Navigator)

Authenticated portal: property search, favorites, saved searches, document access, and secure messaging with assigned agent. Brokerage-branded.

3

Home Valuation & Lead Capture

Branded public page at a configurable URL. Homeowners enter address, see instant estimate, submit for detailed CMA.

Leads Scored and Routed Automatically

Eight weighted factors calculate lead quality. Agents get daily call lists sorted by priority. Routing rules ensure the right agent gets every lead.

Branded Portals for Every Stakeholder

Buyers search and save properties. Sellers track showings and offers. Agents manage their pipeline. Recruiting candidates apply. All under your brokerage brand.

8-Factor Lead Scoring

Auto-Prioritized Daily Call Lists

Round-Robin Distribution

Geographic Lead Routing

Price-Based Assignment

Saved Search & Alert Configuration

Buyer Portal

Seller Portal

Agent Personal Portal

Recruiting Portal

Secure Messaging

Intake Forms & Questionnaires

Public Valuation Page

Auto-CMA Generation

Lead Routing from Valuation

Campaign Auto-Enrollment

Valuation Page Analytics

Every lead scored, every client portal branded, every stakeholder connected. Distribution that matches the right agent to the right client.

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Leads & Portals

Explore more capabilities

Agent Recruiting, Onboarding & Performance

Full recruiting pipeline, automated onboarding workflows, live scorecards, coaching tools, and retention tracking for every agent in every office.

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Listing Marketing & Brokerage Brand Control

Central listing dashboard, MLS syndication, brokerage brand enforcement, campaign automation, print center, and direct mail for every agent and office.

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Transaction Oversight & Commission Engine

Multi-stage transaction pipelines, broker-approval gates, commission split management, trust accounting, and automated disbursements synced to accounting.

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Brokerage Compliance & Office Operations

License tracking, CE hour monitoring, 11 audit workflows, office infrastructure management, and brokerage configuration for every location.

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Showings, Open Houses & Offer Pipeline

Showing scheduling with feedback collection, digital open house sign-in, offer management with side-by-side comparison, and conversion to transaction records.

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Multi-Office Platform & Integrations

Native video conferencing, VoIP calling, omnichannel messaging, agent training, referral programs, Dotloop integration, and webhook automation across every office.

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One platform for every agent, every office, every market.

The brokerage operating system built by operators.

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