Boldleads

Get to know the basics with a few helpful tips and tricks along the way!

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How Can I Refer Out My Leads?

The Referral Feature allows you the ability to refer leads that you don’t want to work to other agents

It is completely managed by us!  All you have to do is press Refer and watch the progress in your account.

  • Refer the leads you don't want, automatically.
  • The referral process is totally managed by us.
  • Watch the deal progress in your BoldLeads account.
  • Make passive income when the deal closes.

IMPORTANT!  Lead Referral is only available for clients based in the United States.

How do I sign up?

You can easily sign up in the Account Settings section of your BoldLeads account. All you need to do is submit your information so we can send you a referral agreement and get you started. The referral agreement will need to be signed by you and your broker to ensure you are paid and is active for one year from the date you sign it. 

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When do I get paid?

You will be paid via check within 10 days of a closed deal with your referral lead.

How do I refer a lead?

Select a lead that you wish to refer, by clicking on the Refer button to the right of your lead's information. Note, this button will not appear for leads older than 7 days.

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The lead is then moved into the “Your Referrals” page (under Leads tab).

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Each lead has a progress bar indicating status.

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If we approve, the lead(s) are then sent to referral partner.

If a referred lead results in a closed deal, we will forward the commision amount to the client.

Why is the Refer button grayed out?

The lead does not meet all of the requirements to be eligible for referral.  See below for the requirements.

Which leads are eligible to be referred? 

  • Leads must be less than 7 days old in the system
  • Imported leads cannot be referred out
  • Only full leads and automatically enhanced partial leads (no address captures) can be referred out
  • Leads routed in via email routing can be referred out

From within your Account, just hover over the Leads tab and click on the Referral Leads option in the drop-down.

Can I choose the agent a lead is referred to?

No, the referral is made to our trusted referral network partner, who manages the entire transaction from start to finish.

Can I receive referrals?

Not at this time. Leads can only be referred out.  

How do I track my Lead’s progress?

You can track progress in the "Referral Leads" section of your account.

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