Here's how to create a landing page:
Note: The Landing Page doesn't require you to add a custom message or a loom video. Those are optional fields. The only mandatory field to complete in order to create a landing page is the URL. If you don't create a custom message, it will automatically add our default intro.
Default Message for the Referral Partner is: Hey, this is [Partner Name] ! I've partnered with my trusted mortgage expert, [Broker Name], to offer you a free, personalized report for your home to help you save money and build wealth through homeownership. Sign up below to get your free report!
Default Message for the Broker is: Hey, this is [Broker Name]! If you'd like to see how I can help you save money and build wealth through homeownership, sign up below for your free, personalized homeownership report below!
Wondering what the experience looks like for contacts (leads or referral clients) who enter through the landing page? Check out this video below:
Note: Contacts who enter through the broker's landing page will be labeled as a Lead and Contacts who enter through the referral partner's landing page will be labeled as a Referral Client.
Want to add clients in bulk with only their basic property information? Click here to learn more about partial imports via CSV!