THE THEODORE GROUP
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  • Agent Training
    • Lead Driven
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STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS
After you have access to the lead systems, review the live lead inventories with your Manager and make your first purchase.

​ACCESS TO OPT

  • Once sureance bay emails have been sent, an email will also be sent to OPT for agent access. You will then receive an email from Equis stating that you are "GOOD TO GO".

ACCESS TO MAILCO ACCOUNT

You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account  
HERE
  • Agency name is "Equis"
  • Group name is "Theodore Group"

ACCESS TO LEADCO ACCOUNT

(CHECK WITH YOUR MANAGER PRIOR TO CONTACTING LeadCO)

Sign-up for a LeadCo account by email Cheryl at Cheryl@leadcoleads.com 
Reference your association with Equis Financial and Theodore Group the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties. 
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Here is an image of what it will typically take to make 10 appointments a week.
​This training website is designed to equip and empower you to have a fast start in the mortgage protection industry.  The information and tools on this site will prepare you to "DO" the job.  As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group.  Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.
  • Home
  • New Agents
  • Agent Training
    • Lead Driven
    • Self Driven
    • Weekly Sales Tips
  • Conference Calls
  • Bonuses
  • Careers
  • Agent Tools
  • Underwriting