How it works
Onboarding built for clean delivery.
- 1
Create account & verify email
Sign up with your email and confirm the verification link. Email verification is required before purchasing when accounts are enabled.
- 2
Personal details
Only your first name, last name and email are needed for your agent identity. No business or company name is required.
- 3
Attest your licensed states
Select your licensed states and attest that you hold the proper license for each state and product you purchase. No external licensing verification is claimed.
- 4
Accept the Terms & Conditions
Review the website Terms & Conditions and accept them with a separate checkbox. This is recorded separately from the agent agreement.
- 5
Accept the agent agreement
Review and accept the current agreement. We record the timestamp, IP address and document version.
- 6
Choose your delivery method
Deliver lead contact details to your CRM through a webhook/API, or choose dashboard-only delivery. Both paths provide private, on-demand consent access in My Leads; consent is not sent to CRM or attached to emails.
- 7
Test lead & confirm receipt
Required only for CRM delivery. Send a synthetic test lead, review the result here, then confirm you saw the test contact in your CRM. A successful send alone does not complete setup.
- ✓
Buy prepaid packages
Lead contacts arrive in your CRM or My Leads. For either delivery method, download available consent evidence on demand from My Leads. A completion email links to logged-in order Downloads; the leads CSV includes stable authenticated dashboard consent links, not consent attachments.