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Working With Leads

Learn the basics to dialing and working leads.

New to Equis Leads? Click here!

Equis Lead Journey

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Understand all of the leads available through Equis Financial!

Setting Virtual Appointments Via Text Message

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

How to Create a Standing Lead Order

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

How to View Your Leads

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

Best Practices for Lead Generation

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Provided by Integrity Marketing Group

Ethos Life New Agent Training Webinar

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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

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

How to Request Lead Refunds

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

Internet Leads FAQ

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

Change Lead Status - Application Taken

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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!

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*NEW* Ethos Leads Training (3/4)

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

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*NEW* Ethos Leads Training (2/4)

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

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*NEW* Ethos Leads Training (4/4)

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

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Videos
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