REABER GROUP
UNIVERSITY

RGU
7 Step Start-Up Program
ON STEP
5
GET MY LEADS
Place my first lead order. Make sure to get leads every week!

Print Lead Descriptions & Pricing
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Print the Lead descriptions and learn our different types.
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Use the income calculator in the previous step to understand how many leads to get each week.
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KNOW my Contact To Appointment Ratios:
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A - Book 7 out of 10 I talk to
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A1 and B - Book 1 out of 4 I talk to
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C - Book 1 out of 5 I talk to
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D - Book 1 out of 8 I talk to
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Journey of a Lead
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Understand the differences between A, DA, B, C, D, IPL, etc.
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All leads are great leads when you understand and accept the contact to appointment ratio!
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Counsel with mentor on what leads are best to start with.

Print Lead Samples
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Know the difference in our 3 lead types:
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Direct Mail: Client filled out letter and returned it
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Call-in Lead: Client called in from a document they received telling them to call about an urgent matter on their loan
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Telemarketing: Lead generated by an outbound representative soliciting to find interest in an insurance policy
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Request Access to the OPT System!
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To request access to OPT,
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Login to the Equis Dashboard,
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Click the Chat icon on the bottom right of the screen, and send the following message: "Hello, I have completed my Surancebay emails and I am requesting access to OPT"

Order My Leads Weekly in OPT!
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Opt! is a software program we use to manage & distribution leads
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DO NOT pay for OPT PREMIUM. It's not needed to order and manage your leads. Choose the dropdown for OPT STANDARD.
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Request Access to Equis Lead System (OPT)
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After you have completed the Surancebay emails you should request access to OPT.
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Once you received the "Verified" email from Equis, you're ready to buying leads.
OTHER LEADS SOURCES

MailCo Account
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MailCo is a 3rd party company we use for Mortgage Protection B & C leads
You do not need full access to Equis Agent Dashboard to register with MailCo. -
All agents can register at any time with MailCo.
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Sign-up for a MailCo account
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Agency name is "Equis"
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Group name is "Glascott Group"
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LeadCo Account
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Sign-up for a LeadCo account by email Cheryl at Cheryl@leadcoleads.com
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Reference your association with Equis Financial and The Glascott Group,
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List the counties you are interested in working.
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Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.

Internet Leads with Integrity Marketing
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Log on to the Integrity marketing link
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Set up your account
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List the counties you are interested in working.
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There are 2 types of leads, $11 are 30 minutes old (recommend these) $9 are 30 days old (Don't recommend these)
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Step by step instructions are available by clicking the link
Here is an image of what it will typically take to make 10 appointments a week:
