{"id":257,"date":"2020-01-30T18:25:32","date_gmt":"2020-01-30T23:25:32","guid":{"rendered":"https:\/\/estore.leadsod.com\/ca\/?page_id=257"},"modified":"2025-04-25T12:41:10","modified_gmt":"2025-04-25T16:41:10","slug":"agent-faq","status":"publish","type":"page","link":"https:\/\/estore.leadsod.com\/ca\/training\/agent-faq\/","title":{"rendered":"Agent FAQ"},"content":{"rendered":"
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<\/div>
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How do I order leads?<\/a><\/h2>\r\n
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\r\n Order any of our leads on estore.leadsod.com\/ca. Select the leads you wish to receive. Fill out the form. <\/span>You will receive your new leads within 24 hours.\u00a0<\/span>It\u2019s that simple!<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>
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How many leads can I order?<\/a><\/h2>\r\n
\r\n
\r\n 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.\r\n <\/div>\r\n <\/div>\r\n <\/section>
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What is your cancellation policy?<\/a><\/h2>\r\n
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\r\n The cancellation policy can be referenced here https:\/\/estore.leadsod.com\/ca\/training\/cancellation-policy\/\r\n <\/div>\r\n <\/div>\r\n <\/section>
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How do I use CINC CRM?<\/a><\/h2>\r\n
\r\n
\r\n You can find help on getting started with CINC in their support section. Here you\u2019ll find tutorial videos and answers to commonly asked questions > https:\/\/help.cincpro.com\/s\/article\/New-Agent-Getting-Started-Series\u00a0<\/span><\/p>\n

You will need to be logged in to access this.<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>

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What do the P Filters, Labels and Campaigns do?<\/a><\/h2>\r\n
\r\n
\r\n To view the full document, please go\u00a0here.<\/a><\/p>\n\n\n\n<\/colgroup>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
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P-FILTERS<\/span><\/strong><\/h3>\n<\/td>\n

\n

WHAT IT DOES<\/span><\/strong><\/h3>\n<\/td>\n<\/tr>\n

P1 : UNTCHD X-DEAD & WR PH LEADS<\/td>\nNew, untouched leads (without an Attempted Contact). Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, wrong phone #<\/td>\n<\/tr>\n
P2 : <30D ATTMPTD X-DEAD & WR PH LEADS<\/td>\nAttempted 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 #<\/td>\n<\/tr>\n
P3 : >30D ATTMPTD X-DEAD & WR PH LEADS<\/td>\nAttempted 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 #<\/td>\n<\/tr>\n
P4 : CNTCTD X-DEAD & WR PH LEADS<\/td>\nAll Contacted, with no appointment booked yet. Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, wrong phone #<\/td>\n<\/tr>\n
P5 : APPT SET NO CLOSE<\/td>\nAppointment booked, but not yet closed. Excluding dead leads with labels: dead, fake e & p, has re agent, test lead, wrong phone #<\/td>\n<\/tr>\n
P6 : ACTIVE & NEGLECTED<\/td>\nLead 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<\/td>\n<\/tr>\n
P7 : MOVING IN 3MOS<\/td>\nLeads time frame to buy is less than 3 months\/1-3 months\/3-6 months<\/td>\n<\/tr>\n
P8a : TASKS DUE TODAY!<\/td>\nTasks have been set for this lead today<\/td>\n<\/tr>\n
P8b : TASKS OVERDUE<\/td>\nTasks are overdue for the lead<\/td>\n<\/tr>\n
P8c : TASKS NONE SET<\/td>\nNo tasks have been set<\/td>\n<\/tr>\n
t : 70 Quality Score<\/td>\nLead quality score is above 70\/100<\/td>\n<\/tr>\n
t : Buying <6Mos<\/td>\nBuyng in less than 6 months<\/td>\n<\/tr>\n
t : Inquiry <2 Weeks<\/td>\nInquired for information\/showing in past 2 weeks<\/td>\n<\/tr>\n
t : Selling <6Mos<\/td>\nSelling in less than 6 months<\/td>\n<\/tr>\n
t : Update Search Req<\/td>\nLead needs search updated<\/td>\n<\/tr>\n
u : Leads : Past 24 Hrs<\/td>\nLeads registered in past 24 hrs<\/td>\n<\/tr>\n
u : Leads : Past 7 Days<\/td>\nLeads registered in the past 7 days<\/td>\n<\/tr>\n
u : Leads : Past Clients<\/td>\nLeads with status marked CLOSED<\/td>\n<\/tr>\n
u : Leads SR : <30D Count<\/td>\nLeads registered in past 30 days<\/td>\n<\/tr>\n
z : NO STAGE SET<\/td>\nLead is in no stage in the pipeline. LIkely a lead from our previous system. Really old lead.<\/td>\n<\/tr>\n
z : Find Your LOD Leads<\/td>\nLOD leads only<\/td>\n<\/tr>\n
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LABELS (BABY BLUE COLORED ONLY)<\/span><\/strong><\/h3>\n

Activates an Email\/Task\/Text Campaign<\/span><\/strong><\/td>\n<\/tr>\n

1 : CLOSED (After close drip)<\/td>\nReal 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.<\/td>\n<\/tr>\n
1 : FUTURE (6 Months)<\/td>\nPut 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.<\/td>\n<\/tr>\n
1 : INITIAL (No contact)<\/td>\nNo 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<\/td>\n<\/tr>\n
2 : SOLD FIRM<\/td>\nLeads home is sold firm<\/td>\n<\/tr>\n
2 : TEXT CAMP<\/td>\nAutomatically 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 .<\/td>\n<\/tr>\n
A : ADD (LA) CALL TASK<\/td>\nAdds a call task for the listing Agent on the lead<\/td>\n<\/tr>\n
A: ADD CALL TASK<\/td>\nAdds a call task for the agent assigned to the lead<\/td>\n<\/tr>\n
B : NEEDS TO SELL (Drip)<\/td>\nPut 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.<\/td>\n<\/tr>\n
B : NEEDS CMA (Drip)<\/td>\nPut 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.<\/td>\n<\/tr>\n
B : OFF : PROPERTY MATCH (Buyer Drip)<\/td>\nAdding 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.<\/td>\n<\/tr>\n
B : ON : PROPERTY MATCH (Drip)<\/td>\nAdding 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.<\/td>\n<\/tr>\n
W : RENTER (Drip)<\/td>\nAutomatic emails sent to leads looking to rent. Emails suggest better to buy and helping to pay landlords mortgage instead of their own<\/td>\n<\/tr>\n
W : UNSUBSCRIBED (Drips Off)<\/td>\nLead unsubscribed from receiving more emails from us- all drips are turned off<\/td>\n<\/tr>\n
W : WRONG PH# (Drip)<\/td>\nAutomatic 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.<\/td>\n<\/tr>\n
\n

AUTO-DRIPS – WHAT THEY DO (BASED ON LEAD PIPELINE STATUS)<\/span><\/strong><\/h3>\n<\/td>\n<\/tr>\n

TEXT CAMPAIGN – ATTEMPTED CALL<\/td>\nAutomatically 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.<\/td>\n<\/tr>\n
TEXT (2 Days After Registering)<\/td>\nOnly 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.<\/td>\n<\/tr>\n
NEEDS TO SELL<\/td>\nGets added automatically to all CINC home evaluation leads.<\/td>\n<\/tr>\n
OFF: PROPERTY MATCH<\/td>\nGet added automatically to non CINC leads put into CINC.<\/td>\n<\/tr>\n
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LEAD PROTOCOL LABELS<\/span><\/strong><\/h3>\n<\/td>\n<\/tr>\n

2 : RET FULL LEAD<\/td>\nApplicable 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.<\/td>\n<\/tr>\n
2 : RET HALF LEAD<\/td>\nApplicable 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.<\/td>\n<\/tr>\n
2 : RET 24HR UNSUB<\/td>\nApplicable to Platinum 1yr lead plans only. If the lead unsubscrbes from both text and email within 24 hours after registering is eligable for return.<\/td>\n<\/tr>\n
2 : KEEP RENT LEAD<\/td>\nApplicable 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.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\r\n <\/div>\r\n <\/div>\r\n <\/section>

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What\u2019s the difference between Silver, Gold and Platinum leads?<\/a><\/h2>\r\n
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\r\n All lead plans include returning out-of-area leads, full-fake leads and half-fake leads.<\/p>\n

Silver leads<\/b> are great for new agents with lower budgets or agents unsure about their lead closing ratio. These low-cost leads have\u00a0a <\/b>40% referral fee<\/span><\/strong> and you receive 60 bonus leads<\/strong> for every closing. Receive an Accountability Coach<\/strong> to ensure you stay on top of your calls.\u00a0<\/span><\/p>\n

Gold leads<\/b> are our “gold-standard.”<\/strong> These leads have a 2<\/span><\/b>0% referral fee<\/span><\/strong> and you receive 30 bonus leads<\/strong> for every closing. Receive an Accountability Coach<\/strong> to ensure you stay on top of your calls.\u00a0<\/span><\/p>\n

Platinum leads<\/b> are our “gold-standard”\u00a0<\/b>with no referral fee<\/strong><\/span>.<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>

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How do I return a fake lead?<\/a><\/h2>\r\n
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\r\n 1) Full Fake Leads. Has both a fake number and email address.<\/b><\/p>\n

What to do:<\/span><\/p>\n

    \n
  1. Fake Phone. Type in a CALL Note why you think it\u2019s a fake number. You cannot write \u201cfake\u201d 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.<\/span><\/li>\n
  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).<\/span><\/li>\n
  3. Add the “Return Full Lead” label.<\/span><\/li>\n
  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.<\/span><\/li>\n<\/ol>\n

    1) Returning Half Fake Leads. Has only a fake number OR email address.<\/strong><\/p>\n

    What to do:<\/span><\/p>\n

      \n
    1. Fake Phone. Type in a CALL note why you think it\u2019s a fake number. You cannot write \u201cfake\u201d 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.<\/span><\/li>\n
    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).<\/span><\/li>\n
    3. Add the “Return Half Lead” label.<\/span><\/li>\n<\/ol>\n

      \r\n <\/div>\r\n <\/div>\r\n <\/section>

      \r\n

      How do I return leads in an area I did not request?<\/a><\/h2>\r\n
      \r\n
      \r\n What to do:<\/span><\/p>\n
        \n
      1. Create a GENERAL note<\/b> in CINC “Notify” [Client Manager] directing what you want done with the lead and why. E.g. Out of area lead, please re-assign.<\/span><\/li>\n
      2. Rule 1. Out of area leads <\/span>must be returned within 24 hrs<\/b> otherwise the lead will be included in your lead count and we will not be eligible for return.<\/span><\/li>\n
      3. Rule 2. You <\/span>cannot call the lead<\/b> to see if you want to travel the distance or not, otherwise, it will not be eligible for return.<\/span><\/li>\n<\/ol>\n

        \r\n <\/div>\r\n <\/div>\r\n <\/section>

        \r\n

        How do I return rental leads?<\/a><\/h2>\r\n
        \r\n
        \r\n Option 1. <\/span>Return the rental lead<\/b>. If you don\u2019t want them. <\/span>Create a GENERAL note<\/b> in CINC “Notify” <\/span>[Client Manager]<\/b> 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.<\/span><\/p>\n

        <\/p>\n

        Option 2. <\/span>Work the rental lead<\/b>. Rental leads do not count towards your lead count. Add the “Keep Rent Lead” label.<\/span><\/p>\n

        \r\n <\/div>\r\n <\/div>\r\n <\/section>

        \r\n

        How do I know if the lead is a rental lead?<\/a><\/h2>\r\n
        \r\n
        \r\n 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 \u2018rental lead, please reassign\u2019<\/span><\/p>\n

        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.\u00a0<\/span><\/p>\n

        In other cases, it will be based on review.<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>

        \r\n

        Can I return an unresponsive lead?<\/a><\/h2>\r\n
        \r\n
        \r\n Ex Lead hasn’t opened any emails or come back to the website.<\/b><\/p>\n

        Please continue to attempt contact via phone, as per lead protocols. Add the \u201cB: OFF Prop Match\u201d label. Lead is not eligible for return.<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>

        \r\n

        Can I return leads that have unsubscribed?<\/a><\/h2>\r\n
        \r\n
        \r\n 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.\u00a0<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>
        \r\n

        What is the referral fee on leads?<\/a><\/h2>\r\n
        \r\n
        \r\n 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\/\r\n <\/div>\r\n <\/div>\r\n <\/section>
        \r\n

        Do I get free leads when I have closed LOD Leads?<\/a><\/h2>\r\n
        \r\n
        \r\n When you close a Silver lead, you receive 60 bonus leads (10\/month for six months).
        \nWhen you close a Gold lead, you receive 30 bonus leads (10\/month for three months).
        \nThere are no bonus leads received for closing a Platinum lead.<\/p>\n

         <\/p>\n

        \r\n <\/div>\r\n <\/div>\r\n <\/section>

        \r\n

        Are the free leads and paid leads the same quality? Do they come from different sources?<\/a><\/h2>\r\n
        \r\n
        \r\n Free and paid leads are of the same quality and sources. They will come in the same way, and be the same quality.\u00a0<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>
        \r\n

        Do I get free leads when I close one of my own leads?<\/a><\/h2>\r\n
        \r\n
        \r\n No. Free leads are not issued if you close one of your own leads only when you close LOD Leads.<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>
        \r\n

        How can I track my purchased leads count?<\/a><\/h2>\r\n
        \r\n
        \r\n How to Find Your Lead Count<\/strong>
        \n(For Real Estate & Mortgage Leads)<\/strong>
        \nStep #1<\/strong> – Select the leads you want to count in the saved filter section.
        \nStep #2<\/strong> – Go to Registration Date in the list of Filters and select your desired date range.<\/p>\n

         <\/p>\n

        \"\"\r\n <\/div>\r\n <\/div>\r\n <\/section>

        \r\n

        How do I mark my own self generated leads in CINC?<\/a><\/h2>\r\n
        \r\n
        \r\n Add a SG label to the lead. SG stands for Self Generated.<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>
        \r\n

        How can I update my credit card billing information?<\/a><\/h2>\r\n
        \r\n
        \r\n Log in to https:\/\/estore.leadsod.com\/ca\/
        \nClick the user profile image in the top right corner.
        \nFrom the menu click Shop Details.
        \nFrom the left side menu click Payment Methods.\r\n <\/div>\r\n <\/div>\r\n <\/section>
        \r\n

        How do I text a lead back?<\/a><\/h2>\r\n
        \r\n
        \r\n Please see this link from the CINC Help Centre: https:\/\/help.cincpro.com\/s\/article\/Responding-to-Lead-Texts-from-your-Cell-Phone<\/span>\r\n <\/div>\r\n <\/div>\r\n <\/section>
        \r\n

        What do I do when I receive a new lead?<\/a><\/h2>\r\n
        \r\n
        \r\n <\/p>\n