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.
What are compliance rules?
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 to receive more company-generated leads.
Why do we need compliance rules?
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.
How do compliance rules work?
Agents are either:
In compliance, or "in the green,” meaning all of their leads are up to date for that particular day and they don’t have any leads that need immediate updates for the next day
Approaching out of compliance status, or "in the yellow,” meaning they have leads who need updates in the next 48 hours
or Out of compliance, "in the red,” meaning that they have leads who are overdue for an update.
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.
Who makes the rules?
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.
I contacted my lead outside of Zap. How do I stay in compliance?
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 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.”
I’m out of compliance because I haven’t gotten in touch with a Contact who’s just not interested at the moment. How do I keep them in the system without having to update them twice a week?
I’m a broker (or Zap Specialist), and my agents are being asked to update leads too frequently. How can I relax compliance rules for my company?
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. Call the help desk for assistance.