Lead Exchange Information
AOR LEAD EXCHANGE INFORMATION
A Google Drive Spreadsheet keeps a current record of agents in the Lead List & the areas they serve. The information gathered by the form submitted, to join the Lead List, populates the spreadsheet. Members can view the spreadsheet anytime to:
- Confirm that you are in good standing. If there is a strikethrough your name, you have been taken out of rotation - Contact me, Liza@AgentOwned.com, & we will work together to get the problem remedied immediately!
- Add or remove geographic areas, change any personal information (your name, number, email address,etc)- just make your edit directly on the shared spreadsheet.
If you are assigned a Lead that you can not help, either because of time constraints or lack of knowledge of the geographic area, you may have it re-assigned to a more appropriate agent. Use this spreadsheet to locate the best candidates for your Lead, then make contact with that agent & ask if they are able to help that Lead.
Once you and the new agent have confirmed that you want the Lead Exchanged, email me, Liza@AgentOwned.com, and I will change it in the system. You can not charge referral fees , or any other kind of fee, for sending these leads out to others.