Onboarding Proccess

Ready to get started? Great! Here are the steps to get onboarded and start sending our ISA's your leads.

Onboarding Steps For New Customers

If you are a brand new customer and do not have a lead subscription plan, follow the steps below.

First head on over to our homepage and purchase your plan.
After that goes though, the next screen you see will be our onboarding form. Fill out the onboarding form and submit it.
Once that is complete, you will receive 2 emails. One will be an invitation to your billing portal, and the other will be a confirmation notification that your onboarding form was successfully submitted.
Head over to the billing portal, login and confirm your subscription is listed.
View your onboarding confirmation email. This will contain your seat specific webhook.
Setup your webhook (instructions here) so that you can send our ISA team your leads.
In 1-3 business days, you will receive an email from our team that we are ready to begin receiving your leads. To check on the status or request expedited turnaround, just reach out to us.
When you receive the email from us, send through a test lead. If you receive an email notification that we have received your test lead, you're all set to start sending in live leads!

If you already have an existing plan and would like to add an additional seat, follow these steps.

Fill out the onboarding form for the new seat and submit it.
Once that is complete, you will receive a confirmation notification your seat specific webhook.
Setup your webhook (instructions here) so that you can send our ISA team your leads.
In 1-3 business days, you will receive an email from our team that we are ready to begin receiving your leads. To check on the status or request expedited turnaround, just reach out to us.
When you receive the email from us, send through a test lead. If you receive an email notification that we have received your test lead, you're all set to start sending in live leads!

If you have any questions, just reach out to us and we'll be happy to help!

Related Articles
How long does onboarding take?
Current estimated timetable for new seat onboarding We are currently accepting new clients and have an estimated time of 1-3 business days. Updated 5/26
Where is your Onboarding form so I can add additional seats?
To add additional seats to your billing plan, simply fill out our onboarding form which is located here. Additionally, you can check our current onboarding timeline here (normally 1 business day) and check the onboarding process here.
How do I send my leads to your ISA team for calling?
Leads are sent to our ISAs via a webhook. A webhook is a special URL meant just for your campaign. If you aren't familiar with a webhook, don't worry - it's easy to setup! Most of our clients send leads to their webhook via a service such as ...
Billing Overview
Getting started When you are ready to start your service, head over to our homepage and choose your lead package to sign up. Lead are purchased in advance, on a subscription basis; the more leads you buy, the lower the cost for each lead worked by ...
What lead sources can I send to you?
We understand that you may be promoting your real estate business on different marketing platforms. We work with a variety of lead sources such as paid sources from Pay-per-Click (PPC) advertising / and organic web traffic. Common lead sources The ...