Lead Distribution to Referral Partners

Modified on Tue, 14 Jul at 12:54 PM

Lead distribution is based on multiple factors. A partner receives a lead only if they meet all of the following criteria:

They are at the highest Selection Priority (SP) for this lead type
They have not reached their daily or monthly lead limit
They can accept leads from the postcode area the lead is in
They can receive leads today and at the current time of day
They have been waiting longest in the queue
They are active and online
They have sufficient credit or balance to receive the lead

Distribution is per lead type - Pensions and Mortgages, for example, have independent rules and queues.

Example 1

Setup:

Partner A - accepts any Mortgage lead and any Pension lead
Partner B - accepts Mortgage leads from the BB postcode area only
Both partners have the same Selection Priority and no lead limits

Seven leads come in and are distributed as follows:

Name	Postcode Area	Lead Type	Referred To	Why?
Dan B	BB10	Mortgages	Partner A	Mortgage lead - Partner A randomly selected first
Sarah P	BB11	Pensions	Partner A	Pensions lead - only Partner A is eligible
Karen B	DE20	Mortgages	Partner A	Mortgage lead AND postcode is DE - Partner B is not eligible for DE
John J	BB12	Mortgages	Partner B	Mortgage lead AND Partner A received the last lead
Chris M	BB10	Mortgages	Partner A	Mortgage lead AND Partner B received the last lead
John R	BB12	Pensions	Partner A	Pensions lead - only Partner A is eligible
Joe B	DE10	Mortgages	Partner A	Mortgage lead AND postcode is DE - Partner B is not eligible for DE

Example 2

Setup:

Partners A and D - accept any Mortgage lead
Partners B and C - accept Mortgage leads from the BB postcode area only
Partner E - accepts Mortgage leads from the BB and DE postcode areas
All partners use the same Selection Priority and have no lead limits

14 leads are received and assigned accordingly.

First lead selection

When no partner has yet received a lead, the system randomly selects one eligible partner to receive the first lead. That partner effectively becomes first in the queue and is only superseded by partners who have not yet received any lead.