No. Our algorithm is one of the main reasons that our platform is RESPA compliant. For this reason, we are unable to reassign leads from one agent to another agent. If you are not going to be working with a client moving forward, you can release the lead via the Referral Manager.
You can release the lead back to Opcity by navigating to the "Update Status" page for that lead. At the bottom of the page there will be a blue bar that says, "Release to Opcity." Clicking this will take you to the "Release" screen.
Once on the "Release" screen:
- Select a reason for releasing the lead.
- Provide additional notes and details as to why you are releasing the lead.
- Click the "Release to Opcity" bar at the bottom of the screen to finalize the release of the lead.
Once released, if a lead has not been reassigned to another agent, it will appear under the "Released" tab of your dashboard.