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How do I post a lead?

To post a lead on RESAAS, please follow the steps below:

  1. Click Leads on the left navigation panel
  2. Click + Create a Lead

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  3. Choose one of the two lead types: Buyer Need or Referral

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    If you know what type of property your client is looking for, fill out the "Buyer Need" form:

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    If you need to find a referral partner, fill out the "Referral" form:

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  4. You can choose who you would like to share your referral with, click the downward arrow to make your selection (please keep in mind you can share publicly or with one group)

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  5. Fill out the fields in the referral form (mandatory fields *)

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  6. Click Save

    *Client contact information is completely anonymous until the referral has been assigned to an agent


 

To send a referral to an agent on RESAAS, please follow the steps below:

  1. View the user’s profile page you would like to send the direct referral to by Searching Agent
  2. Click Send a Referral

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  3. Fill out referral form

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  4. Click Send Referral Request

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