Understanding IDX Integration & Lead Management in IDX Automator Pro

Your website is fully integrated with your brokerage’s IDX Broker account, giving you access to:

• Your broker’s listings

• Your own featured listings

• A seamless connection to your Level Play Digital CRM (formerly GHL)

This integration allows visitors to search for homes directly on your website and generates high-quality, exclusive leads that automatically sync to your dashboard.

IDX Broker: Key Features for Agents

Here are the main features included with your IDX Broker integration:

1. Featured Listings

• Displays your personal or assigned listings prominently

• Showcases properties from your MLS feed that are tagged to you

• Automatically updates as your listings change

2. Property Search Tools

• Visitors can filter by city, zip, price, beds, baths, and more

• Includes interactive map search and custom search widgets

• Mobile-responsive and MLS-compliant

3. Saved Searches & Property Alerts

• Visitors can create accounts and save searches

• Automatic email alerts are sent when new listings match saved criteria

• You get notified when a lead takes action

4. Lead Capture and Management

• Built-in lead capture forms on listing pages, search pages, and contact sections

• Form submissions are tracked inside IDX Broker Lead Management

• All leads are automatically pushed into your Level Play Digital CRM

5. Market Reports (if enabled by your broker)

• Auto-generated neighborhood or zip code reports

• Can be used as lead magnets or drip content

Managing Your IDX Account (IDX Broker Dashboard)

You will receive access to your IDX Broker Agent Subaccount, which lets you:

1. Log in at https://middleware.idxbroker.com

2. Update your agent bio, photo, contact info

3. Manage your Featured Listings:

   • Choose which listings to highlight

   • Set specific display rules

4. Access your Leads and see:

   • Name, contact info, search behavior

   • Saved properties and email alerts

5. Create or update Saved Links (custom search results pages)

6. Generate your own IDX widgets (e.g., search bar, quick links)

Your broker account settings are managed centrally, but you have full control over your own listings, profile, and leads.

Managing IDX Leads Inside Level Play Digital (CRM Dashboard)

All leads from IDX Broker are automatically synced to your Level Play Digital CRM — no manual entry needed.

Here’s how to manage those leads:

1. Go to Contacts → Smart Lists

2. Filter by Lead Source = IDX Broker

3. Click on a lead’s name to view:

   • Property viewed

   • Pages visited

   • Search behavior (if available)

4. Assign leads to automations, pipelines, or SMS/email campaigns

? Tip: Use tags like Buyer, Seller, or High Intent to segment IDX leads for better follow-up.

✍️ Pro Tips

•  Keep your agent photo and contact info updated inside IDX Broker to ensure your listings are branded correctly.

• Check your Featured Listings weekly to showcase your most active or desirable properties.

• Use the Saved Links tool in IDX Broker to build landing pages for specific zip codes or communities.

• Follow up fast! IDX leads are typically high intent—set alerts and automations to reply instantly.

To learn more about IDXBroker, please visit their Knowledgebase.