Legal review pending: referral vs. sale model, state data-broker registration, and provider-data resale restrictions. Routing runs in log-only mode until cleared.
Active rules
Outside service polygon → best partner match
Crew capacity > 3 wks booked → overflow partner
Trade not offered (solar) → SolarCo
Qualified leadRoute reasonPartner matchConsentStatus
Meier - reroof, Seward Co.Out of territoryRidgeline RoofingReferral OK ✓Held
Dole - gutters + roofCapacity overflowRidgeline RoofingReferral OK ✓Held
Kim - solar add-onTrade not offeredSolarCo (sub)Ask on callLog only
Homeowner consent captured before any hand-off · lineage check blocks records carrying resale-restricted broker fields
Ridgeline Roofing
Seward + York Co. · referral fee 8%
Capacity 40% · 12 leads YTD · 5 signed
SolarCo
Metro · sub-contract model
Capacity 72% · 9 leads YTD · 6 signed
+ New market partner