FOR QUESTIONS CONCERNING THE LEAD DEPARTMENT, PLEASE EMAIL [email protected]
The Lead Department is a cornerstone of Symmetry Financial Group. Their purpose is to streamline the sales process by placing each agent in front of buyers, thus eliminating the need for prospecting. Through this venue, agents enter their request for leads using our custom Opt! lead management system. This sophisticated CRM software allows agents to manage their lead and client database, from the very first phone call until the final sale and application submittal. Our friendly and knowledgeable staff is here to assist agents in purchasing the leads that best fit their business. It is our first priority to set up each agent for success with professionalism and dedication.
How to place leads orders:
- When your contracting documents have been submitted in their entirety to the SFG Corporate Office you will receive an email with a link to the Opt! website. It will include your username and temporary password. Please make sure you listen to the short training modules above before accessing the lead software. You can view the lead inventory, order, and purchase your leads through the Opt! website.
- “Instant Purchase” of leads is only available to agents who have been contracted for a 3 month period AND are able to maintain a minimum close ratio of 30%, a submitted premium of $7,500, and a PPL minimum of $200.
- If you do not meet these qualifications then you may still order leads through the software by clicking on the “Order Leads” tab. You will receive your leads within 24 to 48 hours depending on when you place the order.
- Standing A and Bonus Lead orders must be submitted using the lead order form link above. Submit via email or fax using the directions on the form.