STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS

​GETTING STARTED WITH LEADS

  • Speak with your Manager prior to purchasing leads.
  • Most agents start with direct mail Mortgage Protection leads. These are labeled as A1, B, C, D and IPL in OPT.​
  • Do not purchase any other lead types without reviewing with your Manager.

​ACCESS TO OPT

  • OPT is the CRM/Software system used by Equis to manage lead distribution.
  • OPT is accessed from the Equis Dashboard, under the Leads menu on the left side navigation.
  • After you have completed your SureLC/Surancebay emails you should have access to OPT.
    • ​If you have have completed the emails and can't access OPT, please use the CHAT on the Equis Dashboard to request access to OPT.

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

  • Contact your Manager to access lead inventory and order leads through LeadCo.