Effectivize AI — Know who's working your leads, every morning

Sound familiar?

You're flying blind on the leads you pay the most for.

Most brokerage owners have the data buried somewhere in Follow Up Boss — they just can't get to it in a form that answers the questions that actually matter.

✕ You can't tell who's actually calling.

Leads pour in from Zillow and Google, but you don't know which agents are working them and which are letting them sit — until the lead's already gone cold.

✕ Speed-to-lead is a black box.

The first agent to respond wins the deal. But you have no per-agent, per-source view of how fast your team actually calls a new lead.

✕ Follow Up Boss reporting is a mess.

The numbers technically exist — buried in exports, filters, and a spreadsheet you don't have time to decode at 6am every day.

✕ You can't see which source is worth it.

Zillow Preferred, Google PPC, Facebook — you're paying for all of them and can't say with confidence which one is actually producing closings.

Reporting, reminders & more

The whole picture, in your inbox — every morning.

Effectivize reads your Follow Up Boss data and your ad platforms, then sends leadership plain-English reports on who's performing — plus the reminders and marketing that keep the team moving. Nobody logs in, nobody exports anything, and nothing sits in a spreadsheet. It just arrives.

Your most expensive source, watched closest

Zillow Preferred, fully measured

Everything Zillow-related we put in your leaders' inbox — so you always know if your team is earning the spend:

Daily Who touched their Zillow leads yesterday — and who didn't.
Weekly Zillow Preferred leads by stage, response times, and appointments set — with unworked or stalled leads flagged by agent.
Weekly Zillow Preferred → Zillow Home Loans (ZHL) transfer rate, with a per-agent breakdown.
Monthly Full leadership summary — conversion, response times, top & bottom performers, and month-over-month trend.

◆ Set eligibility rules — and enforce them.

Define your own rules for who stays on Zillow Preferred — lead stages kept current in Follow Up Boss, appointments set, metrics hit. Know exactly who should and shouldn't be paused each week on Zillow — no more scraping through the info and guessing.

All pulled from Follow Up Boss automatically. No one opens a spreadsheet.

Every source, not just Zillow

Lead reporting, but better — for all lead sources, not just Zillow.

Track your Google leads — or Facebook, Realtor.com, or any source — with the same depth Zillow gets. Everything below, broken down by source and by agent:

Leads by stage — the full pipeline for each source, at a glance.
Calls logged, texts & emails sent — activity per agent, per source.
Speed-to-lead — average response time by source and by agent.
Appointments set & conversion, week-over-week and month-over-month.
Unworked & stalled leads surfaced automatically before they churn.

Zillow Preferred Google / PPC Facebook & Instagram Realtor.com Referral & sphere Any source

Track your Google leads (or any source) exactly like Zillow — the reporting engine is source-agnostic.

Beyond the lead numbers

The rest of the busywork — handled for you.

The other reports, reminders, and content a team lead would otherwise chase down — summarized to your inbox or shipped on schedule:

Daily ad-performance debrief — Meta, Google & OpenAI ad spend and results in one morning email, so you never log into another ad dashboard.
Overdue-task summary — a ranked list of which agents are slipping, so nothing rots.
Effort leaderboards — calls logged and new leads added, ranked across the team.
Zillow Home Loan performance — how many eligible Zillow leads are converting to ZHL, at a glance.
Zillow conversion & stage summaries — where every Zillow lead sits in the pipeline.
One-on-ones, booked automatically — emails that prompt each agent to schedule their 1:1 with you.
Marketing & SEO on autopilot — SEO blog posts, Google Business Profile posts, and neighborhood landing pages, drafted on schedule.

Team reminders & engagement

Nudges that keep the team moving — sent for you.

Automated emails and reminders that land in agents' inboxes, so follow-up never depends on someone remembering to:

Daily "who's home shopping" — exactly which leads are viewing homes that day, with phone number and Follow Up Boss profile hyperlinked, emailed straight to the agent.
Weekly ZHL-eligible leads — a reminder of which Zillow leads qualify to send to Zillow Home Loans.
Weekly stale-lead reminder — exactly which leads from the last 7 days still need updating.
Meeting reminders — automated nudges so agents actually show up.
One-on-one reminders — automated prompts for agents to book their 1:1 with the team lead.

Know who's working your leads — before you lose them.

You're flying blind on the leads you pay the most for.

✕ You can't tell who's actually calling.

✕ Speed-to-lead is a black box.

✕ Follow Up Boss reporting is a mess.

✕ You can't see which source is worth it.

The whole picture, in your inbox — every morning.

Zillow Preferred, fully measured

Lead reporting, but better — for all lead sources, not just Zillow.

The rest of the busywork — handled for you.

Nudges that keep the team moving — sent for you.

Live in days, not months.

We map your operation

We build your reporting

It runs on autopilot

Runs under your brand — not ours.

See exactly who's working your leads.