How to Choose Your Leads and Coverage Areas in Housing Market Mortgage
Tutorial 11 of 17 · 1 min 12 s
In Housing Market Mortgage, the Settings page decides which buyer enquiries you receive. This tutorial covers the coverage areas, which stay inside your country: each area is a centre and a radius from 1 to 100 kilometres, and you can add up to 20. It then shows which leads you want: Exclusive, where only you receive the buyer, Shared, where up to three brokers receive the buyer, or Both, exclusive when possible and otherwise shared. You can set an optional monthly limit, pause receiving leads while keeping your areas saved, and add an optional licence number that our team checks. Select Save and the page confirms that your settings are saved. The screens in this video are illustrations drawn from the real app with an invented account and an invented company.
In this tutorial you will learn
- How coverage areas work and where they can be
- The difference between Exclusive, Shared and Both
- How to set a monthly limit or pause receiving leads
- What the optional licence number does
Follow along: the steps
- Open Settings to choose which buyer enquiries you receive.
- Your coverage is a set of areas: a centre and a size in kilometres.
- Your coverage stays in your country. You can add up to 20 areas.
- Or write your areas one per line: latitude, longitude and radius in km.
- Choose which leads you want.
- Exclusive: only you receive the buyer.
- Shared: up to three brokers receive the buyer.
- Both: exclusive when possible, otherwise shared.
- Set an optional monthly limit. Leave it empty for no limit of your own.
- Pause receiving leads at any time. Your areas stay saved.
- A licence number is optional. It never changes whether you can receive leads.
- Select Save.
- The page confirms: your settings are saved.