Opportunity Scoring Algorithm for Real Estate Lead Routing

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Solution Overview

Problem

Real estate agents' income potential is limited due to random consumer choice and ineffective lead distribution, resulting in lost revenue, as existing marketing efforts fail to establish a strong connection between real estate companies and consumer leads.

Innovation Solution

A system and method for computing communication matrices based on opportunity scoring, using parameters like client device interaction time, geographic location, and number of registered devices, to determine the most qualified agent for lead assignment, thereby enhancing sales success and revenue through a hierarchical relationship matrix.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If leads are assigned randomly to agents, then consumer choice is simple and quick, but sales success rate decreases and revenue is lost

Engineering Contradiction:

Improvelead assignment simplicityVSAvoidsales success rate

Core Design Contradiction:

Ease of operationVSProductivity

Solution Approach 1:

The system changes the parameters of lead assignment from random selection to a scored selection based on multiple factors including agent expertise, availability, historical performance, and client preferences. This transforms the assignment mechanism into an optimized process that maintains simplicity for the consumer while improving sales success rates through data-driven decision making.

Inventive Principle:

Principle #35Parameter changes

Solution Approach 2:

The patent replaces the mechanical/random system of lead assignment with an intelligent algorithmic system that automatically scores and ranks agents based on multiple criteria. This substitution eliminates the need for manual intervention while achieving both operational simplicity and improved productivity through automated optimization.

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

2Quantity of substance

If marketing efforts are increased to generate more leads, then consumer reach expands, but connection strength between company and leads weakens

Engineering Contradiction:

Improvenumber of consumer leadsVSAvoidconnection strength between company and leads

Core Design Contradiction:

Quantity of substanceVSReliability

Solution Approach 1:

The system performs preliminary actions by pre-scoring and pre-qualifying agents before lead assignment. This advance preparation ensures that when leads are generated through marketing efforts, they are immediately connected to the most suitable agents, maintaining strong connection strength even as the volume of leads increases.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The patent implements feedback mechanisms that continuously monitor assignment outcomes and adjust scoring parameters accordingly. This feedback loop ensures that as more leads are generated, the system learns and adapts to maintain optimal connection strength between the company and its leads through improved assignment accuracy.

Inventive Principle:

Principle #23Feedback

3Measurement precision

If a comprehensive scoring system with multiple parameters is implemented, then lead assignment accuracy improves, but system complexity increases

Engineering Contradiction:

Improvelead assignment accuracyVSAvoidscoring system complexity

Core Design Contradiction:

Measurement precisionVSDevice complexity

Solution Approach 1:

The comprehensive scoring system is segmented into multiple independent modules, each evaluating a specific parameter (agent expertise, availability, performance metrics, client preferences). This modular segmentation maintains high assignment accuracy while reducing overall system complexity by allowing independent development, testing, and maintenance of each scoring component.

Inventive Principle:

Principle #1Segmentation

4Manufacturing precision

If agents are evaluated on multiple criteria, then quality of agent selection improves, but processing time increases

Engineering Contradiction:

Improveagent selection qualityVSAvoidprocessing time for lead assignment

Core Design Contradiction:

Manufacturing precisionVSLoss of time

Solution Approach 1:

The system performs preliminary evaluation and pre-calculates agent scores across multiple criteria before actual lead assignment occurs. This advance preparation maintains high agent selection quality by considering all relevant factors while reducing processing time during the actual assignment moment, as the scoring framework is already established and ready for rapid matching.

Inventive Principle:

Principle #10Preliminary action

Data Source

PatentUS11431574B2System and method for hierarchical relationship matrix opportunity scoring

Publication Date: 2022.08.30 SHEPPARD RAYMOND J

AI summary

Systems and methods for computing communication matrices based on opportunity scoring of a plurality of network-connected user devices. In a preferred embodiment of the invention, a scoring algorithm may compute an opportunity score for future delivery of interactions comprising parameters such as a cumulative time comprising historic and real-time communication time between a client device with an agent; geographic location and distance between a client device and an agent device; a quantity of direct connections for one or more client devices associated to an agent device; a quantity of indirect connections for one or more client devices associated to the agent device; quantity metrics associated to an agent device, for example, a total number of registrations. An interaction manager then routs interactions based on scoring of agent devices.