Equis Financial agents have access to IntegrityCONNECT's Lead Marketplace — your go-to place to purchase and manage leads!
Equis Financial keeps agents informed and connected by sending out regular text messages and weekly emails. These updates include open county reports so you can easily see where extra leads are available for purchase, details on upcoming lead promotions, training opportunities, and more resources to help you grow your business.
Register & Login
Register & Login
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Once your Equis profile has been approved and you receive your "Good To Go", you'll be eligible to register for IntegrityCONNECT 24 hours later.
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Go to https://connect.integrity.com/register?client_id=AEPortal
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Click "Sign Up"
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Follow the instructions to register your account
*Please note: You must register using your National Producer Number (NPN), which can be found at nipr.com. This is not the same as your Equis Financial (EF) Number or your license number. Failure to enter your NPN during registration may result in
How to Access Leads in IntegrityCONNECT Lead Marketplace:
After logging in:
1. Click your initials in the top right corner.
2. Select Lead Marketplace from the dropdown.
3. Choose Equis Financial as your organization.
4. Submit your request for lead access.
Once approved, you will receive a follow-up email from accounts@integrity.com.
This email will include:​
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Instructions for a 30% off coupon code for your first lead purchase
When you log in to the IntegrityCONNECT Lead Marketplace for the first time, you’ll see a welcome pop-up designed to help you get the most out of your experience. This pop-up includes important information about an exclusive new user discount, giving you 30% off your first purchase.
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Since the pop-up is only displayed during your first three logins, be sure to claim your discount code before it disappears. Don’t miss this opportunity to save on your first lead purchase!
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You can also explore links to training videos, a comprehensive FAQ section, and a New User Guide—all designed to help you quickly learn how to navigate Lead Marketplace, purchase leads, and grow your business efficiently.
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Download Mobile App
You can access the Lead Marketplace from anywhere using your mobile device. To take advantage of all the features available in the Lead Marketplace while on the go, please download the Integrity for Agents app.
The Integrity for Agents mobile app brings all the features of the Integrity web experience to an agent’s iOS or Android device, PLUS an extended set of features to make staying in touch with their Contacts easier and more powerful.
The Integrity for Agents app is free to download and use, and all changes made on the app and the web are synced.
Wallet
The Lead Marketplace features a customizable Wallet that allows you to save your card on file, set up auto-reload, and manage lead vouchers. By configuring your Wallet in advance, you can streamline the process of purchasing leads by avoiding the need to enter card information each time. The auto-reload option ensures that your account remains funded automatically when a specified threshold is reached, helping you stay on top of leads without interruption, whether for automate and save orders or real-time calls and data campaigns.
Please refer to the PDF below on how to set up your wallet.
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Instant
Purchasing
The Lead Marketplace provides a comprehensive platform where you can instantly purchase leads across various categories, ensuring you always have access to fresh opportunities.
Lead Categories:
Direct Mail Leads:
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Includes mortgage protection direct mail, mortgage protection IVR complete, and mortgage protection IVR incomplete, each with different pricing.
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Exclusive Leads:
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Exclusive Leads are generated specifically for Equis Financial agents through our trusted lead vendors. Available categories include:
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Overflow Mortgage Protection Direct Mail
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Overflow Mortgage Protection IVR Complete
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Final Expense Direct Mail
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Mortgage Protection IVR Incomplete
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Current pricing is as follows:
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Overflow Direct Mail Leads: $85
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Overflow IVR Complete Leads: $49
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Final Expense Leads: $49
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IVR Incomplete Leads: $5
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In addition, Equis offers A1-D Direct Mail, IVR (complete and incomplete), and Final Expense leads within the Exclusive Leads category. These leads range in price from $2 to $14, providing additional options to fit your budget and business needs.
Be sure to click the drop-down arrow next to each lead type under the Exclusive Leads category to view detailed descriptions, pricing, and lead-specific information before making your purchase.
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Additional Marketplace Lead Categories:
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The IntegrityCONNECT Marketplace also offers a variety of other lead categories, including Direct Mail, Internet, and Social Media leads. Each lead type includes a detailed description and pricing information, allowing you to explore the available options and choose the leads that best align with your sales strategy and goals.
For detailed instructions on how to purchase leads for Exclusive leads, please refer to the following PDF and Video
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Click To Download: How To Instant Purchase Equis Exclusive Leads PDF
Manage
Leads
Managing your leads has never been more efficient! You can easily view, print, transfer, request refunds, complete dispositions, and utilize additional features in IntegrityCONNECT.
Please refer to the training videos below for guidance on managing your leads, including viewing, printing, completing dispositions, assigning, and importing.
Automate & Save
One of the key elements to driving your business forward is securing quality leads. The Lead Marketplace Automate and Save feature allows you to customize your lead orders according to your preferences. You can select the lead type, specify the quantity, choose the delivery days, and enjoy a 15% discount on each lead!
As a new agent, we strongly recommend using this feature when you are ready to start working leads. It helps establish a routine for receiving leads weekly, sets a clear budget for lead acquisition, and reinforces your commitment to your business.
Consult with your upline or Regional Manager for recommendations on lead types and budgeting strategies.
Please refer to the video below for how to create an automate and save order.
Create A Buy Per Lead (BPL) Campaign
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BPL leads are delivered seven days a week at 11:00 AM EST, 6:00 PM EST, and 10:00 PM EST.
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When a lead is generated, the system will automatically charge the payment method on file linked to each BPL campaign and allocate the lead to you. If the payment is unsuccessful, the lead will be placed into inventory for five days, where it can be purchased immediately by you or another agent.
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If the lead remains unpurchased after the five-day period, the system will attempt to charge your card again. Should the second payment attempt fail, the lead will be allocated to your upline. Please note that if your upline is charged for one of your leads, your BPL campaign will be canceled. If you need to update your payment method at any time for your BPL campaign, be sure to watch the video below. Updating your payment method in your IntegrityCONNECT wallet, doesn’t update it with your BPL campaign.
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Campaign Cancellation
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You may cancel your BPL campaign at any time. However, you will remain financially responsible for all leads generated for up to 30 days after the cancellation date, or until another agent launches a campaign covering the same counties, whichever occurs first.
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If your BPL campaign is canceled by your upline or an administrator, you will still be responsible for any leads generated during the 30-day period following the cancellation date.
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Click To Download IVR Lead Example
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Additional Training
Integrity Technology is built for agents, by agents.
And it’s designed to work the way the industry’s best agents work. If you want more in-depth information about how to get the most out of our technology, we have a variety of trainings, guides and resources available to help drive your success.
Training and Resources:
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Live trainings to demonstrate how to get started and keep going strong
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Downloadable guides with step-by-step instructions available on IntegrityCONNECT's Learning Center
For Managers
When your downline is ready to register for IntegrityCONNECT, you will receive an email notification from the Lead Department. Once notified, please reach out to the agent to answer any questions they may have about the registration process and help ensure a smooth onboarding experience.
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It is important to remind new agents that they can claim an exclusive 30% discount code, which is available during their first three logins to the IntegrityCONNECT Marketplace.
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As a manager, you should also discuss lead budgeting with the agent and encourage them to set up an Automate & Save order. This program provides a 15% discount on lead purchases while helping agents establish a consistent lead flow to support their business growth.
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When an agent is ready to transition to a BPL Campaign, take time to review how lead volume works, discuss available counties, and help create a lead strategy that aligns with their goals and budget. Your guidance during this stage is critical to setting proper expectations and ensuring long-term success.
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Before approving a BPL Campaign, please understand that you are financially responsible for any leads that roll up to you. If a lead rolls up to the upline due to a failed payment, the agent's BPL Campaign will be canceled. However, the agent will remain responsible for all leads generated for 30 days following the campaign cancellation date, or until another agent launches a campaign covering the same counties.
Please refer to the training video below for step-by-step instructions on:​
