top of page

Working With Leads

Learn the basics to dialing and working leads.

New to Equis Leads? Click here!

Equis Lead Journey

Understand all of the leads available through Equis Financial!

Setting Virtual Appointments Via Text Message

Scripts to use when setting a Mortgage Protection virtual appointment via text message.

How to Create a Standing Lead Order

Step-by-step instructions on how to create a standing lead order.

How to View Your Leads

Step-by-step instructions on how to view your leads.

Best Practices for Lead Generation

Provided by Integrity Marketing Group

Ethos Life New Agent Training Webinar

You’re invited to learn about Ethos—and how to start using it—by signing up for their customized, interactive webinar for Equis agents.

How to Instant Purchase Leads

Step-by-step instructions on how to instant purchase leads.

How to Request Lead Refunds

Step-by-step instructions on how to request a lead refund.

Internet Leads FAQ

Frequently asked questions regarding the Instant Internet Leads. Contact leads@equisfinancial.com with any questions!

Change Lead Status - Application Taken

Learn how to update your lead status!

Documents

Training Videos

*NEW* Ethos Leads Training (1/4)

Kristan Brockman gives an introduction to the new Ethos Leads that are available for standing lead orders!

*NEW* Ethos Leads Training (3/4)

Chris Tinsman gives her experienced insight on how to work the new Ethos Leads.

*NEW* Ethos Leads Training (2/4)

Jemar Mitchell breaks down how to treat and work the new Ethos Leads.

*NEW* Ethos Leads Training (4/4)

Matthew Wilson gives great tips on running appointments with the new Ethos Leads!

Videos
bottom of page