Agent FAQ

Order any of our leads on estore.leadsod.com/ca. Select the leads you wish to receive. Fill out the form. You will receive your new leads within 24 hours. It’s that simple!

There is a minimum of 15 leads ordered per month. There is no maximum for leads ordered, but ensure you have enough time to contact all of your leads. We recommend 30-50 leads per agent for a $100,000 annual GCI target. Top-producing agents purchase between 80-100 leads per month.

The cancellation policy can be referenced here https://estore.leadsod.com/ca/training/cancellation-policy/

You can find help on getting started with CINC in their support section. Here you’ll find tutorial videos and answers to commonly asked questions > https://help.cincpro.com/s/article/New-Agent-Getting-Started-Series 

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To view the full document, please go here.

P-FILTERS	WHAT IT DOES
P1 : UNTCHD X-DEAD & WR PH LEADS	New, untouched leads (without an Attempted Contact). Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, wrong phone #
P2 : <30D ATTMPTD X-DEAD & WR PH LEADS	Attempted contact less than 30 days, with no appointment booked yet. Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, wrong phone #
P3 : >30D ATTMPTD X-DEAD & WR PH LEADS	Attempted contact more than 30 days ago, with no appointment booked yet. Have logged in more than 2 times, still subscribed to emails — Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, renter, wrong phone #
P4 : CNTCTD X-DEAD & WR PH LEADS	All Contacted, with no appointment booked yet. Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, wrong phone #
P5 : APPT SET NO CLOSE	Appointment booked, but not yet closed. Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, wrong phone #
P6 : ACTIVE & NEGLECTED	Lead active on CINC. Quality score above 70. Requested to receive listings but has not received any listings in past 3 months and is currently active on our site
P7 : MOVING IN 3MOS	Leads time frame to buy is less than 3 months/1-3 months/3-6 months
P8a : TASKS DUE TODAY!	Tasks have been set for this lead today
P8b : TASKS OVERDUE	Tasks are overdue for the lead
P8c : TASKS NONE SET	No tasks have been set
t : 70 Quality Score	Lead quality score is above 70/100
t : Buying <6Mos	Buyng in less than 6 months
t : Inquiry <2 Weeks	Inquired for information/showing in past 2 weeks
t : Selling <6Mos	Selling in less than 6 months
t : Update Search Req	Lead needs search updated
u : Leads : Past 24 Hrs	Leads registered in past 24 hrs
u : Leads : Past 7 Days	Leads registered in the past 7 days
u : Leads : Past Clients	Leads with status marked CLOSED
u : Leads SR : <30D Count	Leads registered in past 30 days
z : NO STAGE SET	Lead is in no stage in the pipeline. LIkely a lead from our previous system. Really old lead.
z : Find Your LOD Leads	LOD leads only
LABELS (BABY BLUE COLORED ONLY) Activates an Email/Task/Text Campaign
1 : CLOSED (After close drip)	Real estate purchase or sale is closed. Sets reminders for agents to touch base with clients, make sure closing went well, ask for referrals, and to set follow up calls every 6 months. Only sends lead 2 emails to leave a review for you on google and to fill out a survey on their experiene and see how we can improve.
1 : FUTURE (6 Months)	Put label on leads looking to buy or sell in 6 months +. Sends out general real estate information emails example: real estate trends and stats, first time home buyer checklist, rate match gaurantee, organizing a smooth move, etc. Drip campaign only stops when lead unsubscribes.
1 : INITIAL (No contact)	No contact yet with the lead. Starts a drip campaign, first email is introducing agent to the lead letting lead know here to help, 5 days later sends email offering links to look at more homes and save search criteria, sets reminder for agent to try calling lead, sends another email sharings links and resources to
2 : SOLD FIRM	Leads home is sold firm
2 : TEXT CAMP	Automatically sent text messages to leads, checking in, trying to arrange time to talk an make sure they are being sent the right type of listings. 8 text messages sent, first 14 days, then 30 days after one another .
A : ADD (LA) CALL TASK	Adds a call task for the listing Agent on the lead
A: ADD CALL TASK	Adds a call task for the agent assigned to the lead
B : NEEDS TO SELL (Drip)	Put this label on lead when they are selling their home. This will start a drip campaign of emails of tips for home sellers to know when selling their home. Emails sent out first every 7 days, then 14, then 30, then 45 days. Drip campaign stops sending when lead pipline set to appointment set.
B : NEEDS CMA (Drip)	Put this label on lead when they are selling their home. It is meant to create communication with the lead with a series of follow up texts and a few emails asking if received and following up on CMA sent. It is started when NEEDS CMA label added and ends when pipeline is set to contacted.
B : OFF : PROPERTY MATCH (Buyer Drip)	Adding this label starts automatic emails to leads about general home buyer information such as hombuyer checklist, land transfer calculator, why not go through the listing agent etc. Emails are sent out every 7 days, then 14 days, then 30 days, then 45 days apart from one another. Emails stop being sent when lead pipeline set to Sold.
B : ON : PROPERTY MATCH (Drip)	Adding this label starts automatic emails sent to leads who are receiving listing emails from us. Combination of emails and text messages asking things like if sending the right type of property, if want to set up showings and trying to initiate contact with the lead.
W : RENTER (Drip)	Automatic emails sent to leads looking to rent. Emails suggest better to buy and helping to pay landlords mortgage instead of their own
W : UNSUBSCRIBED (Drips Off)	Lead unsubscribed from receiving more emails from us- all drips are turned off
W : WRONG PH# (Drip)	Automatic emails sent to leads who we do not have a phone number for. Trying to get them to contact us. Emails ask if sending the right properties, want to book showings etc.
AUTO-DRIPS – WHAT THEY DO (BASED ON LEAD PIPELINE STATUS)
TEXT CAMPAIGN – ATTEMPTED CALL	Automatically sent text messages to leads, letting them know agent tried to call them, checking in, trying to arrange time to talk and make sure they are being sent the right type of listings. Text sent at day 0, 14 days later, 30 days later, 14 days later, 30 days later and last one another 30 days later if still not contacted. Drip turns off once lead has been marked as contacted in pipeline.
TEXT (2 Days After Registering)	Only sends out text when lead not attempted contact in pipeline stage (or call note has been made). Texts lead asking when is a good time to talk to initiate contact, then again 2 days later asking when is a good time to talk again, and after 7 days of no attempted contact and reminder is set for the agent to try and contact lead.
NEEDS TO SELL	Gets added automatically to all CINC home evaluation leads.
OFF: PROPERTY MATCH	Get added automatically to non CINC leads put into CINC.
LEAD PROTOCOL LABELS
2 : RET FULL LEAD	Applicable to All lead plans. If the phone number is invalid or fake AND the email is fake, then the lead is eligable for return. Both items need to be invalid. Detailed notes are required on the lead for documentation, including why the phone number is wrong & the email bounce back/delivery failure notifcation.
2 : RET HALF LEAD	Applicable to Platinum lead plans, including 1 yr plan. If either the phone number OR email is invalid/fake, then the lead is eligable for a half return. Detailed notes are required on the lead for documentation, including why the phone number is wrong & the email bounce back/delivery failure notifcation. Once validated, the label will be removed and replaced with W : HALF L CONF label.
2 : RET 24HR UNSUB	Applicable to Platinum 1yr lead plans only. If the lead unsubscrbes from both text and email within 24 hours after registering is eligable for return.
2 : KEEP RENT LEAD	Applicable to all lead plans. If the lead is determined to be a rental lead based on property views, then the lead is eligable to be kept as a rental lead and does not count towards the lead count. Once validated, the label will be removed and replaced with W : KEEP RENT L CONF label.

All lead plans include returning out-of-area leads, full-fake leads and half-fake leads.

Silver leads are great for new agents with lower budgets or agents unsure about their lead closing ratio. These low-cost leads have a 40% referral fee and you receive 60 bonus leads for every closing. Receive an Accountability Coach to ensure you stay on top of your calls. 

Gold leads are our “gold-standard.” These leads have a 20% referral fee and you receive 30 bonus leads for every closing. Receive an Accountability Coach to ensure you stay on top of your calls. 

Platinum leads are our “gold-standard” with no referral fee.

1) Full Fake Leads. Has both a fake number and email address.

What to do:

1. Fake Phone. Type in a CALL Note why you think it’s a fake number. You cannot write “fake” because we will have to review these and make random calls to verify. For example, if the operator says the number is not in service, you must write that in notes.
2. Fake Email. Go to your email service provider, such as Gmail.com or Hotmail.com and email the lead. Copy and paste the bounced message into notes in CINC (You will get the bounce back email from Gmail or whichever email provider you’re using).
3. Add the “Return Full Lead” label.
4. NOTE 1: both phone number and email must be fake to be considered as fake. Search Realty staff will go into each lead to verify both email and phone number are fake. We’ll be making phone calls periodically to the numbers.

1) Returning Half Fake Leads. Has only a fake number OR email address.

What to do:

1. Fake Phone. Type in a CALL note why you think it’s a fake number. You cannot write “fake” because we will have to review these and make random calls to verify. For example, if the operator says the number is not in service, you must write that in notes.
2. Fake Email. Go to your email service provider, such as Gmail.com or Hotmail.com and email the lead. Copy and paste the bounced message into notes in CINC (You will get the bounce back email from Gmail or whichever email provider you’re using).
3. Add the “Return Half Lead” label.

What to do:

1. Create a GENERAL note in CINC “Notify” [Client Manager] directing what you want done with the lead and why. E.g. Out of area lead, please re-assign.
2. Rule 1. Out of area leads must be returned within 24 hrs otherwise the lead will be included in your lead count and we will not be eligible for return.
3. Rule 2. You cannot call the lead to see if you want to travel the distance or not, otherwise, it will not be eligible for return.

Option 1. Return the rental lead. If you don’t want them. Create a GENERAL note in CINC “Notify” [Client Manager] directing what you want done with the lead and why. E.g. Rental lead, please re-assign. Just remember to solicit to buy before giving it away.

Option 2. Work the rental lead. Rental leads do not count towards your lead count. Add the “Keep Rent Lead” label.

If the lead comes in with only rental views, or price range from 1K to 5K for example, you can consider that a rental and apply the “2 : KEEP RENT LEAD” label or Return the rental lead by creating a GENERAL note in CINC “Notify” [Client Manager] saying ‘rental lead, please reassign’

If they have a mix of rental views and buyer views, or with a price range of 0K to 700K for example, then it gets determined after you have made contact with the lead, updated the search and added your notes from the discussion. 

In other cases, it will be based on review.

Ex Lead hasn’t opened any emails or come back to the website.

Please continue to attempt contact via phone, as per lead protocols. Add the “B: OFF Prop Match” label. Lead is not eligible for return.

You can return a 24-hour unsubscribe on annual plans only. If you are on a month-to-month plan, we still encourage you to call the lead. They may not wish to fill their inbox but are still interested in purchasing a home. 

There is a 40% referral fee for Silver leads. 20% referral fee for Gold leads. No referral fee on Platinum leads. & Platinum leads. Add this referral form to your deals paperwork for your brokerage to process the referral https://estore.leadsod.com/ca/referral/

When you close a Silver lead, you receive 60 bonus leads (10/month for six months).
When you close a Gold lead, you receive 30 bonus leads (10/month for three months).
There are no bonus leads received for closing a Platinum lead.

 

Free and paid leads are of the same quality and sources. They will come in the same way, and be the same quality. 

No. Free leads are not issued if you close one of your own leads only when you close LOD Leads.

How to Find Your Lead Count
(For Real Estate & Mortgage Leads)
Step #1 – Select the leads you want to count in the saved filter section.
Step #2 – Go to Registration Date in the list of Filters and select your desired date range.

 

Add a SG label to the lead. SG stands for Self Generated.

Log in to https://estore.leadsod.com/ca/
Click the user profile image in the top right corner.
From the menu click Shop Details.
From the left side menu click Payment Methods.

Please see this link from the CINC Help Centre: https://help.cincpro.com/s/article/Responding-to-Lead-Texts-from-your-Cell-Phone

• Make note of how many times the lead has filled out a form. Returning users are always hot!
• Make note of what the lead is asking for and reply accordingly.
• Remember NEVER to ignore a leads request, no matter what!
• Reply within 1hr! The sooner you call the better your odds of closing for an appointment. Try to make contact at least within 24 hrs. Appointment rate drops by 400% if you wait until the next day.

Making the first call:

• Follow the script accordingly, keeping in mind any requests or info already provided by the lead.
• If lead does not pick up on the first attempt, send a short email answering:
  • Their question
  • Offering help
  • Noting your attempt to reach them via phone
  • Your contact info

Add the OFF: Property Match Label. This will send the lead general home-buying advice without soliciting them further.

You can check if the number is a long-distance or international number by looking at the leads IP address and then going to countrycode.org 

In the examples below, if you look up the IP address you can see the lead is from Hong Kong.

Now you can go to countrycode.org to find the Hong Kong country code, 011-852, to dial out to the international number.

Continue to monitor the lead activity. Add a reminder to call & check again in due course. Any surge in the lead activity will be responded to by behavioural messages.

• Add the “W : Wrong Ph#(drip)” label. 
• Add the “B : OFF Prop Match” label. 
• Add a reminder check for a later date to check and email the lead. 

Continue to attempt contact by calling, as per lead protocols. Leave a voicemail if you do not contact them. You can email the lead once, confirming they unsubscribed and inquire if they would like to provide further feedback as to why they unsubscribed. Was it because the listings they received were for the wrong area? Were they getting too many alerts? Items like these can be changed within the search criteria.

When you get a bounce back, please copy/paste it as a general note in the leads CINC account to prove this is a fake email address to potentially return.

Mark the email as valid (green checkmark beside the email), then reattempt to email the lead from CINC.

Thank the lead for registering and advise them to feel free to continue browsing homes on the site. Update the pipeline status to “Contacted”. This is considered a temporary “dead” lead, but their real estate needs may change in the future. 

If they remain active on the site, and if behavioural messaging is set up correctly, the system will engage with them and you will receive notifications of any such activity. A reminder can be added to follow up in due course to check on the activity.

If they say they have a realtor, ask if it’s a causal relationship or if it’s contractual per scripting protocol. Of course, if it’s a signed BRA, then don’t pursue the lead. You can add a reminder to check on it in due course.

If it’s casual, continue with the script with the aim of getting an appointment.

Ask the lead for the friends’ information so that you may contact him/her directly. The lead itself is not fake and is a valid lead, and a potential client in the future. Any objections should be handled using the script objection handlers.

Please continue attempting to contact the lead. They could be a buyer attempting to buy that property and might have done the seller inquiry in error. They could also be renters wanting to buy off the landlord. The protocol is to get in touch with the lead to confirm who, what and why they want a home evaluation. 

If you can’t get a hold of the lead, still send them a very broad value range for the area for similar properties to engage the lead but do not give them too much detail until contact is made and you have a better understanding of the situation and the reason for the request.

Reply back via text saying “Thank you for getting back to us” Mark the pipeline status as “Contacted”. Continue to monitor and add a reminder to check on the activity in due course.

Please double-check and revise your search criteria. It’s best practice to start with a broad search and go from there. Also ensure to zoom in on the CINC map as some listings are not clearly visible at first glance, but require to zoom in on the map area.

No. When you set up a search, the first results will not get sent until 24 hrs after. If you like to send listings immediately, click on “Generate Link” in the top right corner of the search criteria screen, and then click  “Copy Link”.

Once you have the link copied, create an email, and paste the link and send that to the client. Moving forward any new listings that fall under the search will automatically get notified to the lead.

See this link for more details on creating saved searches: https://commissionsinc.zendesk.com/hc/en-us/articles/360033292233-How-to-Send-Leads-a-Link-to-their-Saved-Search

Leads that have faked their contact details in a way that prevents you from being able to reach out to them (wrong email & phone number) are known as Fake Leads. In contrast, a dead lead has real information, but they are a dead end that likely isn’t worth your time. Leads On Demand™ allows returns of fake leads, not dead leads.

As no one is better at converting a lead than a realtor, no we do not scrub or pre-qualify leads.

A best practice for all CINC Users is to always use their desktop or CINC Agent Mobile App to begin a text conversation with their leads.
The CINC system is then able to track the conversation thread.

Once a text message is sent through CINC and a lead responds, there is a unique yet easy way to reply to that individual from your cellphone’s text messages.

See below on how to Reply to Text Messages from your clients via cell phone.