Before you begin
Ensure you have:
Completed your agent profile
Joined or created your agency on Anyone
Access your lead requests
Navigate to Lead requests in the main menu
Select the Requests tab to view all incoming lead requests
Review lead details
When you click on a lead request, you'll see a detailed profile including:
Client type (buyer or seller)
Areas of interest
Preferred property types
Budget range
Package preferences
Personal message from the lead
Responding to leads
To accept a lead:
Review their information thoroughly
Click Respond in the lead profile
The Communication Center will open, taking you directly to the lead's chat environment
Note: Once you click Respond, the lead will automatically move to the Responded section, where you can find it later.
You can now communicate directly with them through the chat
Converting a lead to a client
When you're ready to formalize the relationship:
Go the Leads requests
Click on the Responded tab to view leads you’ve already responded to
Click on one of the responded leads to view the following pop-up
Click on Continue Conversation to resume chatting with the lead
You are now in the lead's chat environment
Note: You can also access the chat environment by going directly to the Communication Center and selecting the specific lead
When you've had a conversation and are ready to finalize the collaboration, click Invite as Your Client
A pop-up will now appear to begin the invitation process.
In the popup window:
Select your fee structure (fixed price or commission)
Enter the agreed-upon amount or percentage
Click Next
Fill in the contract details in the pop-up form
Upload your signed contract document
Check the box confirming you've signed the document
Click Send to client
Tracking the process
Monitor the chat window for the client’s acceptance. You’ll also receive a confirmation email once it’s accepted.
Once a buyer lead is converted to a client, it will appear under the Buying page
It's good to know that a seller will only appear under the Selling page after being linked to a property.
To decline a lead:
Click Decline if you're unable to assist the lead. After clicking Decline, a popup appears to ask you for confirmation. Declining a lead will delete the request. It's not possible to undo this.
You can decline a lead from several places within the platform.
In the Requested section, when you click on a lead, you’ll see the Decline button
In the chat environment, you can find the button at the top
Once you decline them, they will be notified of your decision
Note: Once you decline a lead, you will no longer have access to it
Need assistance? Our support team is available to help you manage your leads effectively.