Import and work your listing-agent leads

Listing agents are business contacts, not sellers — so they get their own home in DispoStack, completely separate from your seller leads. This keeps your seller prospecting clean: an agent will never show up in your seller list, your prospecting queue, or on a map.

Where agents live

Go to AI Team → Agent Network. This page is the one and only place your listing agents are stored and worked. It has its own upload, its own list, and its own status pipeline — nothing here mixes with your seller leads.

Import your agent list

1. 1Open AI Team → Agent Network and choose Import.
2. 2Upload your export (for example an MLS or PropWire list of listing agents).
3. 3We map the columns for you — name, brokerage, phone, email, and their market —

and flag any duplicates so an agent is never added twice.

1. 4Name the batch and confirm. Your agents land right there on the Agents

page, ready to work.

Every import is a named, reversible batch, so you can undo one if you uploaded the wrong file.

What Leo does with them

If you've hired Leo, your direct-to-agent teammate, he works these agent contacts automatically — he texts each one a genuine congrats-on-closing opener, follows up over the next few weeks with real value, and qualifies the off-market deals they bring you. When an agent replies with something worth a call, it lands in your inbox. Leo only ever works the agents on this page — he never touches your seller leads.

Leo's agent line

Leo reaches agents from his own dedicated phone number, separate from the number you use with sellers. That keeps your two conversations cleanly apart — and because agents see a consistent local number, they're far more likely to reply.

To set it up, open AI Team → Agent Network and use the agent line card:

1. 1You'll need business texting set up first — the agent line shares that setup, so

there's nothing extra to verify.

1. 2Enter an area code and pick a local number from the list.
2. 3That's it — the number is included with Leo at no extra charge, and Leo starts

texting agents from it right away.

When an agent calls the number back, one of two things answers:

• Your AI receptionist (optional, included with Leo at no per-minute charge).

Flip it on from the agent line card. It answers conversationally, greets agents you already know by name, asks about the property they're calling on, and — once the caller says it's OK — texts them right on the call so they're saved in each other's phones and set up for follow-ups. Deal details become a task for your team (routed to whoever the agent is assigned to), and the full recording and transcript land in that agent's conversation. If anyone asks, it's honest about being the team's AI assistant — confidence beats pretending.

• Your voicemail (the default, and the always-on fallback). A short, friendly

greeting, then they can leave a message. You can edit the greeting text on the agent line card — or upload a recording of your own voice, which sounds far more natural and gets more callbacks. Either way you're notified, Leo automatically texts the caller back, and the voicemail shows up right in that agent's conversation with the recording and a transcript.

When you first set up the agent line, it registers for outbound texting in the background — that can take a couple of days. Calls and replies work right away; once registration finishes, Leo's outbound texts to agents go out from your agent line too.

Agents have to opt in before Leo can text them

Before Leo can text an agent, that agent has to say yes first. This protects your number's reputation and keeps every text you send fully above-board — agents you simply import are not texted automatically. On the Agents page, each agent shows their opt-in status, and Leo skips anyone who hasn't opted in yet — he'll never cold-text an imported contact.

There are three ways an agent opts in:

1. 1They sign up on your join page. Every account running Leo gets a shareable

sign-up link (find it on the agent line card in AI Team → Agent Network). Share it in your listings, your bio, or directly with an agent — they enter their name and number and check a box agreeing to receive texts. The moment they submit, they're opted in and Leo can start the conversation.

1. 2They text the word JOIN. Any agent can text JOIN (or AGENTS) to your

agent line at any time to opt themselves in — handy for an agent who calls or texts your line on their own before you've added them. Either way, they get an instant confirmation text back, and from then on Leo works them like any other opted-in agent.

1. 3They say yes on a call with your AI receptionist. When the receptionist is

on and a caller agrees to get a text, that spoken agreement — captured on the recorded call, with the transcript — counts as documented consent, the text goes out while they're still on the phone, and they're opted in from that moment.

Getting the word out: the Agents page shows a banner whenever imported agents have an email but haven't been invited yet — one click sends each a single branded email with your join link and your agent line's text-JOIN option, in batches of 250, with unsubscribe built in. Every agent gets that email at most once.

An agent can always reply STOP to opt back out, and that's honored immediately — whether they opted in through the join page or by texting JOIN.

Tip: if you import a list of agents and want Leo to start working them right away, share your join link with them first (or ask them to text JOIN) — an un-opted-in agent will sit on your list, visible and ready, until they say yes.

Organize the list: search, folders, favorites, and tags

The Agent Network page works like your Buyers list:

• Search by name, brokerage, phone, or email — the big search box up top.

Filters live in the page address, so you can bookmark or share a filtered view.

• Status chips — one click filters to New, Contacted, Qualified, Handed off,

or Not interested. Click again to clear.

• Folders — the rail on the left. Create folders like "Top producers" or

"East side" and drop agents in (select several and use Add to folder). Deleting a folder never deletes the agents in it.

• ⭐ Favorites — star an agent on the list or their detail page to pin them

to the Favorites folder.

• Tags — add tags on an agent's page or in bulk from the list. Tags are

shared across your whole workspace, so "Luxury" means the same thing on an agent, a contact, and a buyer. Filter the list by one or more tags.

• Texting status — every row shows whether the agent has opted in to

texting, and you can filter to just the opted-in ones.

• Imports — each upload batch appears in the rail, so you can always see

exactly who came from which list.

Notes and history on every agent

Each agent's page now keeps the full story:

• Team notes — dated, signed notes from you and your teammates ("spoke at

the open house, wants off-market condos"). Different from the private notes field, which is a running scratchpad your teammate also appends to.

• Activity — every edit, status change, tag, and note, with who did it and

when. Nothing gets lost between teammates.

Calling agents from the app

If in-app calling is turned on for your account, the phone button on an agent's row or page calls them right from your browser — from your agent line's number. That matters: when the agent calls that number back, they get your agent line's friendly voicemail and an automatic text-back, so the conversation always finds its way back to you. The call itself (and whether it connected) shows up in the agent's conversation history.

All your agent conversations in one place

AI Team → Agent Network → Conversations lists every agent thread — texts, voicemails from your agent line, and calls — newest activity first, with a blue dot on threads where the agent spoke last. Open any thread to read it all and reply.

Enrolling an agent in follow-ups

Called an agent and hit it off? On their page, the Leo follow-ups card shows where they stand:

• Enrolled — your teammate follows up automatically (up to 5 spaced touches

over about 3 months) and stops the moment they reply hot or you pause him.

• Paused — the agent is handed off to you; nothing sends until you resume.
• Not textable yet — the agent hasn't opted in to texting. Share your join

link (it's right there on the card) or have them text JOIN to your agent line; the moment they opt in, you can enroll them.

Pause any time — for example while you're negotiating a deal with that agent directly — and resume when you want the automatic cadence back.

Log calls and let the follow-up drip carry you

After every agent call, hit Log call on the agent's page: pick the outcome, jot the objection, and keep the default Drip follow-up. Instead of one reminder, the outcome starts a chained plan — "Interested" runs tight (+1d, +3d, +7d), "Nothing right now" runs long (+7d, +21d, +45d) — and each completed touch schedules the next one automatically.

The Follow-ups card on the agent's page shows everything scheduled: when each touch is due, who owns it, and a suggested text you can copy and send from your own phone. Mark a touch Done to schedule the next, push it out if the timing's wrong, or cancel the rest with one click. Logging a new call always resets the plan to the fresh outcome, and enrolling the agent in automatic follow-ups clears your manual chain so they're never double-touched. For enrolled agents the card also previews the next automatic text and roughly when it goes out.

Why they stay separate

An agent is a relationship, not a property. Keeping agents on their own page means your seller numbers, scoring, and maps only ever reflect real sellers, while your agent network is worked with the right B2B tone. Importing listing agents through the seller lead import is no longer possible — bring them in here instead.