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. 

  1. Please click the link to take you to SetSchedule’s sign-in page: Sign In.

  2. Click on the REFERRAL RADAR option from the bottom 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.

  3. Once you click on Referral Radar from the top navigation menu, you will be taken to this page. Click GET STARTED.

  1. Choose a lead from the map or from the list view by clicking on it.

  1. It will take you to a window where you will see the details of the lead. 

  2. Click ‘TAKE THIS LEAD’ and it will ask you to enter the method of payment. You will have two options, ‘Use Allotment or Use Credit/Debit Card’. Check the option that applies to you.

  1. In order for you to proceed with claiming the lead, check off the SetSchedule Referral Fee Agreement box below the preferred payment method. 

  1. Click ‘CONFIRM PURCHASE’ and it will take you to a window that confirms your purchase is a SUCCESS. Click the ‘VIEW THIS OPPORTUNITY’ go to your CRM and view the opportunity details.

As always, should you require assistance, please reach out to our technical support team by emailing or chat with us online.