Referrals Made Easy
Agents can create and join Franchise, Industry and Network Groups.
Exchange Buyer & Seller Referral Leads with Professional Agents.
Post seller or buyer leads
that are out of your area.
Accept referred leads
and create sales.
Agents get more sales
and referral fees.
The EZ-Leads Referral System combines mobile phone app flexibility and a conventional desktop website to connect and introduce Real Estate Agents who wish to exchange Seller and Buyer Leads and benefit from a referral fee. Within seconds of Posting a Lead, other agents (in the Zip/Postcode or Suburb of the Lead) can receive a Push Notification Alert advising them that there is a new real estate lead in their area.
- Finding a Real Estate Agent in another area to Refer a Seller or Buyer Lead.
- Sending and Receiving general Lead Details for real estate industry leads.
- Storing both Posted and Accepted Leads within a mobile phone app and website.
- Expanding an agent’s network of professional contacts within the real estate industry.
- Creating franchise and industry network Groups that can be targeted for Lead Broadcast.
The System enables agents to:
- Find and connect with other agents throughout a National Database.
- Interview Agents before sending the private contact information for their client.
- Negotiate a fair and mutually beneficial Referral Fee with like-minded professionals.
The EZ-Leads System does not follow up or monitor the completion of referral sales. We recommend that subscribers employ their standard business practice in relation to tracking formal referral agreements in accordance with their governing legislature.
The EZ-Leads System does not handle the commission/referral payments from one agent to another. We recommend that the Lead Posting Agent send their office/company banking details to the Lead Accepting Agent at the time of Settlement/Closing of the property (from the Buyer or Seller Referral).
When an agent becomes a subscriber to the System they will get a subscription account that will allow them to post sales leads and to access sales leads posted by other subscribers which may result in confirmed engagements.
A payment that a real estate agent (or service provider) makes to another real estate agent (or third party) in return for a completed transaction directly related to recommending their services or sending customers to them.
The EZ-Leads System is based on the customary Australian/American real estate industry practice where one agent can share the details of a potential listing or the details of a buyer lead with another agent and in return receive a referral fee if a sale is transacted using the shared information.
When an Agent accepts a Seller Lead and converts this to a Sale, a referral fee is paid to the Posting Agent within 7 days of the Settlement/Closing of the Sale. This is negotiable between the two parties but is generally agreed at 20-30% of the gross commission (plus tax, if applicable, such as GST in Australia) depending on variables such as Market Conditions, Company and Individual Agent Policy, etc.
When an Agent accepts a Buyer Lead and converts this to a Sale, a referral fee is paid to the Posting Agent within 7 days of the Settlement/Closing of the Sale. This is negotiable between the two parties but is generally agreed at 10-20% of the gross commission (plus tax, if applicable, such as GST in Australia) depending on variables such as Market Conditions, Company and Individual Agent Policy, etc.
A Posted Lead is a Seller Lead or a Buyer Lead that has been entered into the EZ-Leads mobile app or Website by a subscriber with the purpose of sharing the general Lead details with another EZ-Leads subscriber.
Once the Posted Lead is Accepted, the Posting Agent has the option of sending the full contact details of the potential Lead to the Agent/s who have offered to Accept the Lead.
THE CLIENT CONTACT DETAILS AND SPECIFIC LISTING ADDRESS ARE NOT BROADCAST. The contact details are required for the Posting Agent’s records and are stored on both the Desktop Website and the Mobile App for easy reference.
The Posting Agent is not obligated to send the contact details. After the Posting Agent has interviewed, negotiated a fee with and chosen the Accepting Agent/s, the full contact details of the Lead can be provided.
The Terms and Conditions of the EZ-Leads system state that once the Lead Contact Details have been provided to the Accepting Agent/s (subscriber), a formal Referral Agreement has been created.
EZ-Leads Pty Ltd recommends that the Posting Agent enter into and obtain a formal and legal referral agreement to be signed by the Accepting Agent or the Principal/Broker.
An Accepted Lead is a Seller Lead or Buyer Lead that has been entered into the EZ-Leads system and an EZ-Leads subscriber has chosen to Click on the “Accept Lead” button to access general details of the potential lead and the Contact Details of the Posting Agent.
At this time, both parties will receive contact information (via Push Notification Alert) about the other subscriber. If the Posting Agent chooses to pass on the full contact details of the Lead, a Referral Agreement has been created. The Posting Agent may require a formal Referral Agreement to be signed by the Agent or Principal/Broker prior to releasing the full contact details of the lead.
EZ-Leads Pty Ltd recommends that the Posting Agent send a formal and legal referral agreement to be signed by the Accepting Agent or the Principal/Broker.
If you try to access a new lead in the Notifications Page and get a message on your Dashboard that says:
“You don’t have access to this buyer/seller lead.”
This means that Posting Agent has since edited the lead and made the lead Invisible via the Edit Lead Page.
The reason the lead was made invisible by the Posting Agent is either the Lead was cancelled or the Posting Agent has already chosen another Agent to take the Referral and doesn’t want to receive any more enquiries about the Referral Lead.
Most smart phones allow Push Notification Alerts. After subscribing to EZ-Leads on the EZ-Leads Website ‘Create Account’ page, download the app from the appropriate app store for free. Use your login and password to open app and when app opens it asks if you would like to accept push notifications. Click “I Accept” button and you will be subscribed to EZ-Leads with Push Notifications turned on. If you are still having problems receiving push notifications or if you are already a subscriber to EZ-Leads, you can find the Notification controls within the ‘Systems’ menu on most smart phones.
NOTE: Push notifications currently do not work with our web-app (i.e. the version of EZ-Leads app that runs in a web browser like Chrome or Internet Explorer.)
Your Notification Settings can be adjusted in your Agent Profile Page. There are two settings for Notification Alerts:
Zip Code/Post Code & Groups
Zip Code/Post Code
When you create an account in the EZ-Leads App, the default settings to receive Notification Alerts for Buyer & Seller Leads is set for ‘All Zip Code/Post Codes’ in your country.
This means you will receive a notification for every ‘Open’ Lead that is put into the system. (An Open Lead is any lead Broadcast to all EZ-Leads Agents within selected Zip Code/Post Code areas)
We do not recommend that you leave this setting ‘ticked’. It is unlikely that Agents will want to be alerted to Buyer & Seller leads for other states.
After you ‘untick’ the box, enter the primary postcodes/suburbs where you prefer to do business. You can enter multiple areas.
This will allow your phone to announce Notification Alerts for these areas so you have a better chance of securing the Leads immediately.
This does not restrict you from viewing leads in other areas. You can open the ‘Find Leads’ page and search any area.
There are three reasons you may not ‘find leads’ in a suburb search:
- There are no leads in that suburb.
- The leads have been taken by other agents and the Posting Agent has made the lead ‘invisible’ to limit any new interest.
- The leads are restricted to members of specific network Groups created in the EZ-Leads system where you are not a current member. If this is the case, the leads are only visible to members of that specific Group as they have been granted membership by invitation or request.
If you are a member of a networking Group that has been created in the EZ-Leads system, you will automatically receive notification alerts for Buyer & Seller Leads that match your Preferred Zip Codes/Post Codes selection and are Posted by Agents within your Group.
If you change the Group Notification Settings by;
- Ticking the ‘All My Groups’ box or
- Selecting one or more Groups you are a member of
then you will restrict your Notification Alerts to Leads that are in the Zip Codes/Post Codes you have selected AND are Posted by members of a Group you belong to.
This setting has been designed for Franchise Groups that require their members to only send and receive referral leads within their Franchise Group.
We do not recommend this setting for Agents who want to receive the maximum Lead Alerts for their Primary Business Location.
Users can manage the Push Notification Alert’s by first accessing the user Profile page.
EZ-Leads has free Basic Agent option that allows agents to use the app to send and receive Buyer and Seller Leads.
We also have an Elite Agent option that allows additional features to assist in sending and receiving more leads. The Elite Agent option is currently $4 per month and is billed upfront as an annual subscription.
EZ-Leads offers Elite Agent Subscribers the opportunity to create a networking ‘Group’. Groups are managed by the Subscriber and invitations can be offered to colleagues, franchise members and professional affiliations Free Of Charge or for a Monthly Fee.
If a Basic Agent Subscriber or an Elite Agent Subscriber joins a Paid Group there will be a monthly fee charged against their PayPal account.
The monthly fee is created by the Group Manager and will be visible on the Group Profile Page and in a Subscribers PayPal purchase document prior to accepting the charges.
Paid Groups can be cancelled at anytime but the subscription billing will be cancelled and terminate at the end of the monthly billing cycle.
A ‘Group’ is a network of EZ-Leads System Subscribers who can selectively broadcast Buyer and Seller Leads to other Group members within the System.
A Group can be created by any EZ-Leads Subscriber that has an Elite Agent upgrade version of the System. Currently, this version is $48 per year.
Additional Groups can be created and managed by Elite Agent Subscribers for $25 per year per Group.
The subscriber that creates the Group becomes the ‘Group Manager’ and has sole discretion of who becomes a ‘Group Member’.
‘Group Members’ are System Subscribers who have accepted an invitation from the Group Manager or had their request to join the Group accepted by the Group Manager.
A Group Manager can create a free Group or can charge a monthly Group Membership Fee.
A ‘Group Membership Fee’ is the monthly price that Group members pay to remain members of the Group. This fee is set by the Group Manager and can be changed for new members being invited into the Group.
A ‘Group Profile Page’ is the digital page that is created by the Group Manager and is visible in the System. This page can have the Group Logo and Contact information as well as information about the Group. [For example whether the Group is Private like a Franchise whose members must be part of the Franchise OR Public and membership is available to any subscriber subject to the discretion of the Group Manager.]
The length of time that a referral fee is valid varies not only between States and Countries but between individual Agents within the same office. This period should be agreed upon and added to the formal Referral Agreement as well as email correspondence between the two parties.
As a general rule, an Accepted Seller Lead or Buyer Lead is subject to a referral payment being paid if the Accepting Agent is successful in entering into a Listing Agreement with the Vendors/Sellers of the Property (Lead) or assists in a purchase transaction with the referred Buyers within 180 days from the time of Accepting the Lead through the EZ-Leads system.
Should a formal Listing Agreement not be entered into but a Sale Transacted (with the referred property) with that Vendor/Seller, the Accepting Agent is still liable for the full Referral Fee to the Posting Agent.
EZ-Leads Pty Ltd adheres to the current Australian privacy laws and the Australian Privacy Principles (APPs), which are contained in schedule 1 of the Privacy Act 1988 More information about the Australian Privacy Principals be found here. Also see our Privacy Statement.
We also adhere to the relevant Privacy Acts of the United States of America as shown but not restricted to those listed below:
The United States Federal Trade Commission Act (15 U.S. Code 41 et seq.).
CAN-SPAM Act (15 U.S. Code 7704).
The Telephone Consumer Protection Act (TCPA)
We recommend that you send a written Referral Agreement that states the Accepting Agent will pay you according to the Terms and Conditions that govern the use of the EZ-Leads system.
Use of the EZ-Leads System to share industry leads does not negate the subscriber’s responsibility to employ their standard business practices for issuing and tracking formal referral agreements in accordance with their governing legislature.
Link to EZ-Lead’s Terms & Conditions
The EZ-Leads Referral System was designed to automate the existing process of sending and receiving Real Estate Referrals.
Referral payments that are received by the Lead Posting Agent after the Settlement/Closing of a property sale should be treated in a similar fashion to referral payments received prior to using the EZ-Leads system.
If an Agent is unsure of their office/corporate policy they should consult with their Broker/Principal for advice.
Every state and territory is slightly different. We recommend obtaining legal advice as to the proper procedure within your state or territory. Please notify us immediately if an Accepting Agent has entered into a written referral agreement based on a Lead Referral shared via the EZ-Leads App and refuses to pay your agreed referral fee and we will endeavour to assist if possible. EZ-Leads has been designed to be the fastest way to make contact with Agents both within and outside your service area. Our platform only allows the general lead information to be sent and does not send the Lead’s private contact information. Once contact has been established, the Posting Agent has full discretion as to whether the Lead’s private contact details are provided and a Referral Agreement is entered into.
The number of Agents that can Accept a Lead is up to the Posting Agent. The EZ-Leads system allows the Posting Agent to use a number of filters to establish how many agents can receive the general lead details. These filters are set after the agent enters the complete lead details and prior to Posting the lead.
The filters can be refined by:
- Post Code/Zip Code
- Groups that you are a member of (ie. Franchise/Company Name, Training Groups, Industry Groups, Network Groups)
This filtering feature allows the Posting Agent the opportunity to see how many Agents could Accept the Lead if it is posted. As the only Contact Details posted in the lead are yours (the Posting Agent), we recommend that you use discretion when posting a lead as you may not wish to receive a large number of requests for a single lead.
If you do not find a suitable Agent to refer the full lead details after your first broadcast, you can edit the lead’s Audience Setting filters and re-post the lead.
After the Seller or Buyer details of the Lead are entered, the Posting Agent can adjust the Audience Settings to establish who could be alerted once the Lead is broadcast. The Audience Settings can expand or refine the amount of Agents who will be alerted to the Lead. This number of potential Agents can be seen (and adjusted) prior to Posting the Lead.
Users cannot remove a lead from the EZ-Leads System. Once a User has Accepted your Posted Lead they will continue to have access to the posted lead stored in their personal EZ-Leads system account.
However, a Posting Agent can make the lead invisible for other users, this effectively deactivates access for new searches by users who have not already accepted the lead within the system.
To make the lead invisible the Posting Agent can:
- Open Drop Menu
- Open Posted Buyer or Seller Leads
- Click ‘View This Lead’ on the chosen Lead Summary Card
- Click on ‘Edit Lead’ at the top of the Posted Buyer/Seller Lead Details page.
- Scroll to the bottom of the page.
- Click the ‘Visibility’ button to ‘Off’.
If you decide the lead should be re-posted in the System you can make the Lead visible again by following the above process, click the ‘Visibility’ button to ‘On’, modify the Broadcast settings and click ‘Submit’ to re-launch.
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