Course curriculum

  • 1

    Getting Started: The Next Steps to be Lead Ready

    • Lesson 1: Setting Up for Success

    • Lesson 2: Number of Opportunities
  • 2

    Types of Lead Opportunities

    • Lead Pond

    • Inside Sales Agent (ISA) Given Opportunities

    • Movoto (previously OJO) Opportunities

    • ReadyConnect (previously Opcity) Opportunities

    • Zillow Opportunities
  • 3

    The Lead Management Process

    • Lesson 1: Managing Your Pipeline

    • Lesson 2: Updating Opportunities + Lead Managers
  • 4

    Engaging and Converting Leads

    • Lesson 1: The ALM Framework

    • Lesson 2: Appointment Day Best Practices
  • 5

    Lead Management Playbook

    • Lead Management Playbook (LMP)

    • Lesson 1: Key Concepts & Highlights

    • Lesson 2: Smart Plans and Automation
  • 6

    How Leads Flow In And What To Do

    • Lead Workflow

    • How To Succeed

    • Agent - Lender Coordination and ISA Assignment