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Keeping your leads up to date in Zap is always a good practice – and if your brokerage is using compliance rules, it may be a key to getting more leads routed your way.
Compliance rules are requirements within each brokerage that determine how often an agent needs to contact or update each Contact in Zap in order to remain eligible for more company-generated leads.
Many brokers want to make sure that agents are keeping up with the leads being sent their way through the company’s website and app, especially if they’re continuing to send new leads to those agents. Compliance rules allow those brokers to continue sending new leads to agents who are staying in touch with their current leads, instead of piling them up on agents who are behind on communicating.
Agents are either:
Agents will continue to receive leads from their company as long as they’re in the green or the yellow. Once they enter the red status and become out of compliance, they may become ineligible to have company leads routed to them until they update those leads.
It’s important to note that the Zap team doesn’t have final say over the frequency and timing of your required updates – your broker or LeadRouter admin does. Our team is able to provide defaults to start with, but your broker will need to adjust them to fit the frequency that works for your company, your market, and the kind of clients you’re serving.
Touchpoint Notes are a great way to update your leads when you’ve gotten in touch with them outside of Zap or weren’t able to reach them. Under the button labeled “More” at the top of the Contact Profile, you can click “Add a Touchpoint Note”. From there, just type in a note – “Emailed Sam outside of Zap about the townhome on 14th street” or “Helen is on vacation until April 23rd – will touch base with her then.”
Try changing the Contact’s Status to Cold or Closed – that way, the system will know that they don’t require the frequent touchpoints that an active new lead might. Our Knowledge Base article explains how to change a Contact’s Status.
Brokers, Zap Specialists and LeadRouter Admins for the company can go into LeadRouter and either relax the rules (require less frequent updates or reduce the number of updates needed) or turn off compliance entirely. There are lots of options. It would be best to work with the LeadRouter team if you need help in doing so. Call LeadRouter Helpdesk at 800-704-7237.