THE THEODORE GROUP
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  • Agent Training
    • Lead Driven
    • Self Driven
    • Weekly Sales Tips
  • Conference Calls
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  • Careers
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  • Underwriting

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.

​REQUEST ACCESS TO OPT

  • To request access to OPT, login to the Equis Dashboard, click the Chat icon on the bottom right of the sceen, and send                the following message: "Hello, I have completed my Surancebay emails and I am requesting access to OPT"

SET UP A MAILCO & LEADCO ACCOUNTS

MailCo Account Set-Up
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"

LeadCo Account Set-Up. (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. 

Here is an image of what it will typically take to make 10 appointments a week:
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​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