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Guide to Handle Internet Leads

Learn Our Best Practices When Getting Started with Internet Leads

For Customer Service:  Call (425) 658-9008, Option 3

  • Leads are exclusive and are provided to a single designated agent.

  • Lead information is sent to your designated email address(es) and can also be integrated with ALM, Ricochet, Blitz, DYL or Pipeline.
  • Leads are refundable!  You have 7 days to send in refund requests, though it takes up to 3 days to process them.
  • Make sure to set up a throttle for your leads so they don't all get sent to you at the same time.
  • Set daily caps to control your budget.

Follow Up Tips:  A good follow up process is essential!  It can take some time to connect with the consumer so having a process in place to reach out until your team can connect with the consumer is important to see success.

 

  • Try to make your first contact attempt as soon as you receive the lead.
  • If you are able to integrate with our platform, utilize your CRM to set expectations for when you will reach out.
  • Reach out by email as well as by calling by phone.  Don't be discouraged if the consumer doesn't answer or respond right away!  It can take some time before connecting to consumers. 
  • Try to personalize your emails/outreach.
  • Be persistent and stick to a schedule!  Don't just call once, space out your follow ups strategically and try reaching out at different times of the day.

Reasons to Request Refunds:

  • Not looking for a quote

  • Duplicate lead

  • The consumer doesn't meet the filters

  • Incorrect/bad phone number

  • Incorrect/bad email

  • Incorrect lead information provided