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Working With Leads

Learn the basics to dialing and working leads.

New to Equis Leads? Click here!

OPT
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Equis Financial Leads

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Understand all of the leads available through Equis Financial!

How to Create a Standing Lead Order in OPT

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Step-by-step instructions on how to create a standing lead order in OPT!

How to View Your Leads in OPT

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Step-by-step instructions on how to view your leads in OPT!

How to Instant Purchase Leads in OPT

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Step-by-step instructions on how to instant purchase leads in OPT!

How to Request Lead Refunds in OPT

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Step-by-step instructions on how to request a lead refund in OPT!

ILC
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Equis Financial Leads

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Understand all of the leads available through Equis Financial!

How to set up your Integrity LeadCENTER Wallet

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Step-by-step instructions on how to set up your Integrity LeadCENTER wallet.

Managing your Leads in Integrity LeadCENTER

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Step-by-step instructions on how to manage your leads in Integrity LeadCENTER.

Integrity | Realtime Lead Calls How-to Video

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Learn more about Integrity's Realtime Leads

How to Register and Login to Integrity LeadCENTER

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Step-by-step instructions on how to register and login to Integrity LeadCENTER.

How to Instant Purchase leads in Integrity LeadCENTER

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

Request Refund in Integrity LeadCENTER

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Step-by-step instructions on how to request a refund in Integrity LeadCENTER.

Setting Virtual Appointments Via Text Message

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

Basic Phone Script - Virtual Sales

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Basic Phone Script

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IVR Leads - Virtual Script

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C&D Leads - Virtual Script

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C&D Leads - Phone Script

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Connecting with older C or D leads doesn’t have to be any different than a fresh A Lead! Utilize this “C&D Leads Script” to reconnect with potential clients that are still in need of our services and provide the protection they deserve!

SCRIPTS

SCRIPTS:

TRAINING VIDEOS:

Dials Training Videos

4.26.2022 - Daily Coaching Session Copy

Archived Call Highlight - Nick Burns makes 2 impromptu dials to show how to stay in control while setting appointments.

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7.26.2022 - Daily Coaching Session

Archived Call Highlight - Learn the process of referring clients for debt elimination.

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8.19.2022 - Daily Coaching Session

(Part 2 of 4) Lead Flow of an Elite Virtual Agent, the Rule of 24, and Overcoming the Top 4 Objections

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6.9.2022 - Daily Coaching Session

Archived Call Highlight - Nick Burns shows the best method for calling leads.

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Ethos Leads Training (4/4)

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

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Live Dials with Matthew GIbbons

Hear Elite Producer, Matthew Gibbons, make live dials.

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8.12.2022 - Daily Coaching Session

(Part 1 of 4) Lead Flow of an Elite Virtual Agent, the Rule of 24, and Overcoming the Top 4 Objections

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8.26.2022 - Daily Coaching Session

(Part 3 of 4) Lead Flow of an Elite Virtual Agent, the Rule of 24, and Overcoming the Top 4 Objections

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8.11.2022 - Daily Coaching Session

Archived Call Highlight - Understand the dialogue for scheduling debt elimination appointments.

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4.11.2022 - Daily Coaching Session

Archived Call Highlight - Danny Valdez discusses how he approaches different types of leads and how to keep things simple.

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Ethos Leads Training (2/4)

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

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12.2.2021 - Daily Coaching Session

Archived Call Highlight - Noell Hughes explains the key differences she has made in making dials to tie down appointments and decrease no show rates!

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5.2.2022 - Daily Coaching Session

Archived Call Highlight - Nick Burns makes an impromptu dial for a Final Expense Lead.

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9.1.2022 - Daily Coaching Session

(Part 4 of 4) Lead Flow of an Elite Virtual Agent, the Rule of 24, and Overcoming the Top 4 Objections

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6.2.2022 - Daily Coaching Session

Archived Call Highlight - Jonathan Burns gives tips for how you can overcome fear while dialing.

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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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