As a real estate agent on the SetSchedule platform, you have the ability to use the Referral Radar in order to accept real estate leads aggregated from SetSchedule lead vendor partners. Before you can accept a lead from the Referral Radar, you need to have the right profession added to your account.
Please click the link to take you to SetSchedule’s sign-in page: Sign In.
Click on the REFERRAL RADAR option from the top navigation menu. If you do not see Referral Radar in your top navigation pane, review this article to ensure you have added the right profession to your SetSchedule account.
Once you click on Referral Radar from the top navigation menu, you will be taken to this page. Click GET STARTED.
Choose a lead from the map or from the list on the left side of the screen by clicking on it.
Click the ‘TAKE THIS LEAD’ button and it will take you to a window where you get to choose a payment method. You can either ‘Use Allotment or Use Credit/Debit Card’.
If you choose ‘Use Credit/Debit Card’, proceed to ‘Add a Card’.
Once you have added your credit card, check off the Referral Fee Agreement box and click ‘CONFIRM PURCHASE’.
8. After clicking ‘CONFIRM PURCHASE’, you will be routed to a page confirming that your purchase was a SUCCESS! You may click the ‘VIEW THE OPPORTUNITY’ and it will take you to the CRM to view the contact details of the opportunity.
As always, should you require assistance, please reach out to our technical support team by emailing support@setschedule.com or chat with us online.