As a Broker or Admin, the Seller Leads Dashboard gives you visibility across your team's seller leads, with additional tools to filter by agent, export lead data, and manage Address-Only entries.
Note: The Seller Lead Suite is an optional feature. If you don't see it in your menu bar, please reach out to our Support Team to discuss enabling it for your account.
Accessing the Dashboard
Navigate to the left-hand menu bar and select Seller Leads.
Dashboard Columns
The Seller Dashboard includes standard columns from Lead Central, plus a few unique to this view:
Lead Name First and last name, IP address location, and phone number. Because each home valuation is logged as a new entry, you may see multiple entries for the same lead.
Category The lead's category.
Seller Property The address entered when the home valuation was performed. Click the address to view the home valuation report that lead received.
Low Estimate / High Estimate The automated low and high price estimates for the property. Displays "N/A" if estimates were unavailable at the time of valuation.
Valuation Date How long ago the home valuation was performed.
e-Alert Number and type of e-Alerts set up for the lead.
Latest Communication The most recent communication logged in the lead's profile.
Take Action Send an email or log a call. Note: texting is not available from this column — go to Lead Central or the lead profile to send a text.
Filtering the Dashboard
Use the left-hand filters to narrow your list. As a Broker/Admin, you can filter by Agent — the list will display home valuations completed by leads assigned to that agent.
Additional filter options:
Lead Type — Buyer, Seller, Buyer/Seller, or Address-Only
Seller Property Location — Filter by a specific property address, city, or zip code
Seller Property Details — Filter by price, beds, baths, square footage, and property type
Categories — New, Qualify, Hot, Nurture, Watch, Pending, Closed, Archive, and Trash
Note: Filter selections are not sticky — they clear automatically when you navigate away from the Seller Leads Dashboard. To manually clear all active filters, use the blue Reset filter button at the bottom of the filters list.
Export Leads
If Lead Export permissions are enabled on your account, you can export leads and Address-Only entries from the Seller Leads Dashboard into a .csv file. This is useful for reaching out via direct mailers, door knocking, or other outreach methods.
To export:
Use the left-hand filters to narrow your list to the desired leads. To export Address-Only entries only, select Address-Only under Lead Type.
Check the box next to individual leads, or click the Select button at the top of the page and choose All or All on Page.
Click Export .CSV to download the file.
Managing Address-Only Access for Agents
Address-Only entries represent visitors who entered a property address on the Home Valuation page but left before completing registration. By default, agents only see Address-Only entries from their own subdomain.
As a Broker/Owner, you can enable access to all company-generated Address-Only entries for individual agents from their profile settings.