Lead Brunch

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126 step-by-step answers on how Lead Brunch works, for brokerages, independent agents and builders.

Getting started

Find your way aroundEvery planThe menu on the left (the ☰ button on a phone) holds every page, with your pinned pages and recent ones at the top and a search for pages and records.Codes: L014, C042 and the restEvery planEvery listing, client, collection and, at a brokerage, builder, team member and promotion has a short code your team can quote. Clients never see them.Set your name, mobile number and photoEvery planClients see your name, number and photo on every link you send, so set them first.Speak instead of typingEvery planEvery notes box in the dashboard has a microphone: press it, speak, and the words are typed in.

Listings

Add a listingEvery planOne page holds the whole listing: fill in what you know, and a draft saves itself so you can finish it later.Adding a listing as a brokerage agentBrokerage planYou can add listings when your brokerage allows it; a public one waits for an owner or admin to approve it.Change a listingEvery planOpen the listing's details and press Edit; a live listing saves with the button, a draft saves itself.Public, unlisted or privateEvery planPublic is on your website; Unlisted opens only for people with the link; Private only for the people who run it.Reservations open, Open market or Sold outEvery planThe status on the badge; Reservations open means buyers hold a unit with a refundable deposit, and needs the opening day and allocation date.See who added a listingBrokerage planEvery listing added since Oct 16, 2026 says who added it, and whether they did it through Claude.Search and filter listingsEvery planThe same filters as your website: area, budget, bedrooms, deposit schedule, completion, builder, offers and more.Duplicate, archive or delete a listingEvery planDuplicate starts a new draft from an existing listing; Archive takes it off the site and keeps everything.Feature listings on your home pageBrokerage planUp to three listings lead your website with a Featured, Trending or Hot selling badge.Download listings as ExcelEvery planThe list as it is on screen, with your search and filters, as an .xlsx file.Your own lists: Favorites and moreEvery planGroup listings your own way: Favorites, then lists you make. Only you see them.Alerts: be told when a listing a client wants comes upEvery planSave a search, and you are told the moment a public listing that fits is published or changed to fit.Feasibilities: every unit's figures in one listEvery planEach listing with a feasibility, its units in the sheet's own names, sorted as you choose, with the client report from each.Inventory: keep each project's units up to date from the builder's listEvery planWhich units are still for sale, at what price, updated from the availability list the builder sends.Hold a builder's unit, or make a price sheet for one unitEvery planWhen the builder keeps a project's units on Lead Brunch, your listing shows them live and you can hold one for a buyer. Any unit still for sale gets a one-page price sheet.Send a copy of a listing to an agent at another brokerageEvery planCo-brokering: the other agent gets the listing in their own Lead Brunch listings, under their name, without your details.Send a listing to a colleagueBrokerage planPoint someone on your own team at a listing by name. Nothing is copied: it is already theirs to see.Marketing material: branded posts, stories and flyers to downloadEvery planKeep the marketing team's posts and the builder's creatives with each listing or builder, for everyone to download.Photo sectionsEvery planTag each photo (architecture, interiors, amenities, views, floor plan, master plan) and the PDF shows them as galleries and plan pages.See every colleague's resale listingBrokerage planListings, Team's secondary: every live resale listing at the brokerage and who listed it, with a Message button.See what a builder owes you, and invoice itEvery planFor projects a builder sent you on Lead Brunch: the commission on each, every sale's commission, and your invoice when it is due.Register a buyer with a builderEvery planMake a buyer yours with the builder for their protection window, so another brokerage's reservation for them is flagged.A builder sent you a project, or an updateEvery planBuilders can send their projects straight into your listings as drafts, and tell you when the price, units or deposit schedule change.

Sharing with clients

Send a listing to a clientEvery planEach client gets their own link, so you see when they open it and they see you as the contact.Text message templatesEvery planWrite the message once, with fill-in tags, and pick it whenever you send a listing or a collection.Copy my link, or a ready messageBrokerage planYour own short link to a listing, for anyone: whoever opens it sees you as the contact. Or a ready text message with it.Send several listings as one link (collections)Brokerage planOne page with only the properties you chose, your note on top and you as the contact.Send several listings as one link (collections)Every planOne page with only the properties you chose, your note on top and you as the contact.A listing PDF or listing sheetEvery planA Lead Brunch-branded PDF with you as the contact and a QR code to your own link.See which projects the team makes offers forEvery planEvery PDF, brief, price sheet, comparison and feasibility report, counted by project, by agent and by day.The library: brochures, guides and scriptsEvery planOne place for the team's files, links and scripts, in folders. Scripts copy with one press.The listing PDF: sections, a second currency, leaving things outEvery planBuild the PDF for one client: only the sections they need, prices in another currency, and without the builder, price or location when you are not the sole agent.Send a teaser instead of the full listingEvery planThe same page with less on it: documents, the investment case and the builder wait for the client to ask.Compare listings side by sideEvery planTwo to four listings in one table and a PDF, for an investor or a home buyer. Nothing is estimated.Add a feasibility for a unitEvery planWhat a unit costs to buy and may return, worked out with the feasibility sheet's own names and formulas, on your assumptions. At a brokerage, everyone reads them; owners and admins change the sheets.See the listing as your client sees itEvery planThe same page without the team's buttons and notes.Present listings on a callEvery planShare your screen without the client seeing anything only your team sees: team promotions, commissions, builder contacts.

Clients

Add a client and their briefEvery planWith a budget, areas, bedrooms and goal, Lead Brunch shows which listings fit them.Track which stage each client is atEvery planEvery client sits in a pipeline (Pre-construction sales, Resale, Leasing) at a stage, from New lead to Won or Lost.Add a client's deals: property, value and commissionEvery planA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.Add your own client fieldsEvery planQuestions your team keeps on every client, beside the brief: whether the pre-approval is in, the reservation deposit, the next follow-up.Fill in a client's details and filter by themEvery planYour team's own client fields sit under More details on each client.See the pipeline report: value at each stage, conversion and dropsEvery planHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.See commission billed against your targetEvery planWhat was billed this month, quarter or year against the target, what is still to bill and where an even pace would be today.Set the monthly targets and when a deal counts as billedEvery planA commission and a sales value target per month, for the whole brokerage and each agent.Ask a manager what to recommend to a clientBrokerage planSend your managers a short brief; they send back the listings to show and why.Answer an agent's advice requestBrokerage planFor managers: pick the listings, write the recommendation, send it back.Get the pipeline one-pager by email each eveningEvery planOne email at 6:30 pm New York time on days something moved or came in, with the one-page PDF. Off unless you switch it on.Add, rename or reorder client pipelines and stagesEvery planMake the stages match how you sell: renaming a stage keeps every client where they are.Import clients from a spreadsheetEvery planUpload a CSV; you see what will be added and what is a duplicate before anything is saved.See what a client opened, and reply to themEvery planA client's page shows every listing you sent, when they opened it and the documents they read.Email a client new listings that fit themEvery planOnce a day, in the evening, a client gets one email with the new listings that match their brief.Inquiries from your websiteEvery planMessages from your Contact page and the Ask button arrive here, and as clients.Give a client or listing to an agentBrokerage planAn agent sees only the clients assigned to them, and the listings their access allows.Let website visitors book a call with youEvery planLike Calendly, built in: your hours, a Book a call page on your website, and every call on your calendar.

Builders and projects

Who to call at each builderBrokerage planEach builder's contacts in call order, ready to call, text or email, with its agent portal and availability.The builder's WhatsApp groupsBrokerage planKeep the WhatsApp groups your team has with each builder, so anyone can join them in one tap.A builder's sales offices, and their people's photosBrokerage planKeep where each builder's sales centers are, which office each person works from, and a photo of each person.A builder's HOA fee, and price per sqftBrokerage planKeep a builder's HOA fee once, and every listing of theirs that states none uses it. Price per sqft is worked out for you.Builders sold through a marketing brokerageBrokerage planSome builders sell only through another company, such as an exclusive sales and marketing brokerage. Mark them, and their listings show that company's people.The builder's availability sheetEvery planWhich units are still free, as the builder shares it: a link or a PDF, seen only by your team.Pre-construction mortgageEvery planMark a pre-construction listing as having a pre-construction mortgage (a bank lends before completion), and, at a brokerage, which builders offer one with their offer as a PDF or picture.Show a unit type as sold outEvery planWhen none of a unit type is left, the listing says Sold out in its price column instead of a price.Builders' offers (promotions)Brokerage planAn offer like a closing cost credit or a deposit schedule, linked to a builder's listings, public or for the team only.Find listings by their offerBrokerage planNarrow listings to those with a builder offer of a kind, and a value: a 4% closing cost credit, a 20/80 plan offer, 5% off or more.Send several offers to the team at onceBrokerage planTick the promotions you want the team to push, add a note, and send them: a notification now, the morning email, and one message for the team's group chat.Builder and area profiles (Content)Brokerage planWrite a builder's or an area's profile, PDFs and links once; they show on every listing from them.Keep notes from meetings with a builderBrokerage planWhat was agreed with each builder, dated and signed, for owners and admins only.Record how each builder takes paymentBrokerage planCheck, cash, bank transfer, crypto or a payment link, kept once on the builder and shown to the team on its listings.Keep the commission each builder paysBrokerage planThe rate agreed with each builder, per project, with its dates; import it from Excel, download it as Excel or PDF. The whole team reads it unless you hide it in Settings.Give someone at a builder their own loginBrokerage planThey keep their company's listings up to date; a change to a live listing can wait for your approval.The calendarBrokerage planUpcoming projects, reservation stages, allocations, promotions, completions and rentals, a month, a quarter, 6 months or a year at a time.Add a briefing or event, and say if you are goingBrokerage planBuilder briefings, sales launches and agent events on the calendar, with who is going.See your Lead Brunch calendar in Apple, Google or OutlookBrokerage planA private address your phone's or laptop's calendar subscribes to. No other app or account.Put your briefings on the brokerages' calendarsBuildersAdd a briefing or sales launch once, for every brokerage you work with.Upcoming projects: before reservations openBrokerage planA project you expect before reservations open: a listing with the status Upcoming, a draft or live on your website, shown on the calendar.

Your website

Write blog posts for your websiteBrokerage planArticles at your-site/blog, with a cover picture; Blog joins your site's menu once one is live.Show what your clients have saidBrokerage planClients' own words on your home page and About page, in the order you choose.Edit your website's pagesBrokerage planAbout, Services, FAQs and Contact, with a live preview as you type; publish each when it is ready.Design your website's home pageEvery planKeep Basic, the site as it has always been, or switch to Signature: a designed home page built from sections, in your color.Let an admin edit the brokerage's websiteBrokerage planThe brokerage site is the owner's to edit; tick the admins who may edit it too.Look after your team's own pagesBrokerage planEach agent runs their own page at your-site/team/their-name; you see whose are live, take one offline with a reason, and set the rules.Your own websiteBrokerage planYour website at your-brokerage-site/team/your-name is built like the brokerage's, with your name, your pages and your listings, and every listing you share opens on it.A custom design for your websiteBrokerage planOptional: a designed home page for your website (Signature), in place of the layout it shares with the brokerage's.Write your own articlesBrokerage planArea guides and buying advice under your name, live on your own page at once; offer one to the brokerage blog and the owner decides.Write articles for your websiteEvery planArticles at your-site/blog; a Blog section and menu item show once one is live, and none while there are none.Grid, list or map on your websiteEvery planVisitors to your website can see your properties as cards, as a list, or on a map, with the same search and filters.Edit your website's pagesEvery planYour About and Contact pages, with a live preview as you type.Banners on your home pageBrokerage planUp to three wide pictures that rotate at the top of your website.Teach the Ask button your answersEvery planThe Ask button on your listings answers from the listing and from the questions you write here.Put your listings on another websiteBrokerage planCopy an embed onto your own site, or make a key for a portal feed or an app.The listings API, for your web teamBrokerage planYour published listings as JSON, with filters, paging and syncing, and samples in PHP, Node.js, Python and WordPress.

Team and approvals

Choose who may change feasibilities, commissions, documents and listingsBrokerage planLimit any of the four to the people you tick, so nobody else changes them by accident. The owner can always change everything.Invite your teamBrokerage planBy email, or one shared link for the whole team, with a text message ready.Change a team member's photo or detailsBrokerage planOwners and admins keep everyone's photo, name, number, license # and bio, for accounts the brokerage made.Keep builder contacts to owners and adminsBrokerage planAgents read the builders' names and numbers unless you untick it, so an agent who leaves does not take them along.Roles: owner, admin and agentBrokerage planOwner does everything; admin everything except billing and the address; an agent works on what is assigned.Approve what agents and builders sendBrokerage planNew public listings and changes to live public ones wait for an owner or admin.Find the colleague who covers an area, and message themBrokerage planThe Team page filters by what people do and the areas they cover; tick several to email them all or text each.See who is using Lead BrunchBrokerage planWhen each person last used Lead Brunch, and who is online, away or not signed in. Owners and admins only.

Notifications and analytics

Notifications and the daily emailBrokerage planEverything that happened, in one list; one summary email each morning instead of an email each time.NotificationsEvery planWhat happened on your account, newest first, such as the new-listing emails your clients were sent.Who looked at your listingsEvery planViews and time read per listing, opens per client, and for brokerages the visitors each agent brought.

Claude

Connect ClaudeEvery planWork through Claude in plain words: add listings from a brochure, find properties for a client, send a collection.Connect ClaudeBuildersUpdate your listings through Claude in plain words: a price, a deposit schedule, a document.See who on your team has connected ClaudeBrokerage planA Claude mark beside each connected person, a summary on the Claude connector page, a reminder for the rest, and a way to disconnect someone's Claude.Adding photos and PDFs through ClaudeEvery planClaude cannot pass on a file attached to the chat; use a link, or the upload link it gives you.

Your account

Sign in with an emailed codeEvery planNo password needed: Lead Brunch emails a 6-digit code and a link, either good once for 15 minutes.Change your email or passwordEvery planBoth need your current password; changing the password signs you out everywhere else.Billing and your planBrokerage planThe owner manages the brokerage's plan; the team is never asked to pay.Billing and your planEvery plan$150 a month or $1,440 a year, after a 30-day free trial. Reading is never locked.Leave the brokerageBrokerage planYour listings and clients go to the owner; your login stays yours.The brokerage's details, logo and approvalsBrokerage planName, logo, office address, languages, whether agents may add listings, and the approval switches.Report a problem or suggest an ideaEvery planThe form on this page goes straight to the Lead Brunch team; you see here when it is done.

Builder portal

Update a listing at a brokerageBuildersPrices, units, deposit schedules, status, photos, documents and availability; the brokerage keeps the title and location.Your company profileBuildersLogo, description, facts and PDFs, offered to every brokerage you work with; each decides what it shows.Send a project to brokeragesBuildersWrite a project once and send it to the brokerages you work with, or to any agent by email. It lands in their listings as a draft under their own name.Keep a project's units, holds and pricesBuildersEvery unit of a project on one floor-by-floor grid: what is available, held, reserved, booked, purchase agreement signed or sold. Partner brokerages see it live on their own listing.Issue booking forms and purchase agreementsBuildersYour own lawyer-approved booking form and purchase agreement, filled in for each buyer and unit, kept as issued with their signed copies, and the registration tracked against its deadline.Keep your brokerage partnersBuildersThe brokerages your projects went to, ranked by what they sell, with each one's agreement, the commission per project, their invoices and your payments.Accept an invitation, or leave a brokerageBuildersThe brokerages you work with, and invitations sent to your email.What the brokerages decidedBuildersWhen a brokerage approves or declines a change you sent, it shows in Notifications.

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