Your whole team works the lead here
Teammates, your calling company, your lender and your agent, all on the same lead, without leaving Keystone.
Walkthrough with demo data: connect a calling company, a caller marks a lead ready to talk, you see the call, and your lender answers on the case.
Teammates
Invite the people you work with, split a county's leads between them, and see each other's notes on a lead. How teams work
Your calling company
Your callers work the leads you send, log every call, and mark who's ready to talk. You see every call on the lead. How it works
Lender, agent, title
Pass a case through a private link. You both keep one set of notes and always know whose turn it is. How partners work
How a lead moves
Your caller reaches the owner
They log the call and tap Ready to talk.
You see it on the lead
Every call, with the caller's name, right beside your own notes.
You pass it to a partner
One click puts the case on your lender's or agent's list.
They answer on the case
Status, next step and notes, in one place you both see.
You stay in charge
You decide which leads each person gets. Partners never see phone numbers or emails. A calling company reaches only the leads you send it, and you can disconnect it or stop sharing with a partner in one step.