Setting Up Your Account

We generate leads and send them to investors in real time. Leads are delivered immediately unless our automated quality checks flag any issues. You’ll receive leads as they come in, and if any don’t meet your expectations, you have the option to dispute them under our Return Policy.

To get up and running, here are the key steps:

Select Your Counties and Set Your Bid Levels

Add the counties you want to target and set a bid level you’re comfortable with. You can also choose entire states or nationwide leads, which start at a lower price point. Note: You don’t need to be the highest bidder to receive leads—our system also considers factors like your dispute rate and account standing.

Set Your Monthly Budget

Click on your name to visit your profile and enter a monthly budget. This budget is the maximum you’re willing to spend each month. Once you reach it, we’ll stop sending leads until the next month. If there aren’t enough leads generated in your selected area, your total spend may be less than your budget. Budgets reset on the 1st of each month.

Configure Lead Delivery

Under Lead Delivery, enter the email addresses and SMS numbers where you’d like to receive new leads. Each email and phone number will need to be verified. If you run into any issues, please reach out to us. Additionally, we can integrate with most CRMs directly or via Zapier for added convenience.

Add a Payment Method

Add your preferred payment method. All credit card information is securely encrypted and stored by a third-party processor. You’ll only be charged once you start receiving leads. You can add multiple payment methods if desired—our system will charge your default method first and only move to others if needed.

Set Your Display Name

Enter the display name that will appear to sellers as they fill out the form. If left blank, we may display your company name or the first and last name on your account.

Review the Return Policy and Sign the Agreement

Take a moment to review our Return Policy and sign our lead generation agreement. Understanding these terms will help ensure smooth operations.

Schedule a Call with Our Customer Success Team

Set up a call with our Customer Success team to activate your account. This brief onboarding call helps verify your account and provides an opportunity to address any questions, ensuring a smooth start and preventing future misunderstandings.

If you ever need help, don’t hesitate to reach out to our support line at (305) 771-1557.