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Showing articles from referrals tag

Why would an Active referral in the portal show XXX?

The agent made an update to a status in their portal of a passive referral, reflecting that they are following up or working with the client. This would upgrade this from a passive to an active. The contact details would still remind XX out

Do SOLD.com leads authorize contact to be made?

Yes, when they come through the site and click submit as part of our terms and conditions they are authorizing the contact.

If an agent has two profiles with referrals on them, how do I merge?

You can create a t icket in Happyfox under Employee IT Help with your name as the contact with all the details about merging the contacts.

What time zone are the appointments set up in?

Appointments will always be set up in the time zone you work in.

Wrong Number: The phone numbers for my leads are wrong.

Hey there, thanks for your call! As I mentioned, since we go directly to consumers there are going to be a few people that put in the wrong email or wrong phone number for whatever reason. This will not be the case every single time, but our team is doing everything we can to sort through the pipeline and make contac…

Expecting Cash Offer: I’ve contacted leads and they say they were promised a cash offer.

Our program is built to put you in front of the right target audience. If someone is open to getting a cash offer on their property, they are further down the selling and decision making funnel and are raising their hand for help. Our concierge communicates with these consumers in a specific way when they make contac…

How can an agent increase their rank without sponsoring zip codes?

* The more houses they sell (not related to SOLD.com) * SOLD.com referral conversions * How well they update the portal

On my portal dashboard, what is the difference between ‘Sold.com Leads’ and ‘Customers that we told you about’ within the Opportunity bucket?

The SOLD.com leads tells you how many people have come to the site in your area, the opportunity tells you how many times we recommended you to those people. If you are in the top 5 whether you purchased your placement or organically ranked there those are the people you are being recommended to. Good news is you’re …

What are Passive referrals?

SOLD.com provides two different types of referrals: Active appointments, and passive referrals. Appointments are easy to understand but in some cases there are questions about how to work Passive referrals. The Concierge team is working hard to make contact with every consumer who visits our site, but in some cases i…

Do we have any materials for expectations for best practices for appointments

yes, we have many resources for agents to use: Attached is a walk through of best practices you can download share with them They can also share best practice videos with them:

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