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Exclusive or Shared Leads in Housing Market Mortgage

Tutorial 12 of 17 · 55 s

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In Housing Market Mortgage you choose which kind of buyer enquiry you want. Exclusive means only you receive the buyer. Shared means up to three brokers receive the buyer, at a lower price per lead. Both means exclusive when possible, otherwise shared. This tutorial also sets an optional monthly limit and shows how to pause receiving leads while your areas stay saved. The screens in this video are illustrations drawn from the real app with an invented account.

In this tutorial you will learn

  • The difference between Exclusive, Shared and Both
  • How to set a monthly limit
  • How to pause and resume receiving leads
  • How to save

Follow along: the steps

  1. In Settings, choose which leads you want.
  2. Exclusive: only you receive the buyer.
  3. Shared: up to three brokers receive the buyer.
  4. Both: exclusive when possible, otherwise shared.
  5. Set an optional monthly limit.
  6. Leave it empty for no limit of your own.
  7. Pause receiving leads at any time…
  8. …your areas stay saved.
  9. Select Save.
  10. The page confirms: your settings are saved.