Helpful Topics

Update Your Billing Information

Update your billing information using our secure form. This is the easiest and quickest way to update your billing information. However, if you would feel more comfortable providing this information over the phone, you can call us at 619-354-1836.

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Lead Management System

Your Lead Management System (LMS) is a single place to view, manage, and collaborate on leads, add and remove Users and Agents to your account, update your settings, and more. This 7-minute tutorial will walk you through all of the features. Use the time stamps below the video to skip to specific parts of the video.

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Logging In

There are two easy ways to log into your Lead Management System (LMS)

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Adding and Removing Users

You can control who has access to your Lead Management System (LMS), and the permissions that each user has (i.e. can view leads, receive new lead email notifications, etc.).

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Exporting Leads

Weekly and Monthly lead reports are automatically sent to you via email, but you can also export leads from any date range through your Lead Management System at any time.

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Wright Brothers Agent

Wright Brothers Agent gives every Agent the ability to have their own conversion-optimized recruiting website to build their downline. Each agent will have a unique domain that will track leads and tag them so your Team Leader knows which leads are coming from which Agents.

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Eventbrite Integration Guide

Our EventBrite integration allows us to promote upcoming events at your office as soon as a lead comes through your website.

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BrokerKit Integration Guide

Our BrokerKit integration makes it so that all generated by your Wright Brothers Recruiting account can be automatically loaded into your BrokerKit CRM in real time.

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Mailchimp Integration Guide

Connect your Mailchimp account to your Lead Management System and automatically update the audiences in your Mailchimp account with accurate lead information in real time.

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KSCORE Integration Guide

Our KSCORE integration allows us to promote the opportunity of going to school for free at your office to every unlicensed lead that comes through your website.

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Follow Up Boss Integration Guide

Our Follow Up Boss integration makes it so that all leads generated by your Wright Brothers Recruiting account will be automatically loaded into your Follow Up Boss CRM in real time.

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Lead Assigned To

Now with just a quick glance you can now easily see which leads are assigned to which agent.

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Lead Filtering

Access the leads you want fast and easily using the new filter system within the Lead Management System.

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Automatic Drip Campaigns

Every lead generated by Wright Brothers Recruiting is automatically placed into a 30 day drip campaign. These drips have been strategically created and tested to maximize value and engagement. Below are the emails and timing of our drip campaigns.

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