Teams & Lead Receivers
Is there a minimum or maximum number of team members who can participate?
There is no minimum or maximum number of team members who can participate in the program. However, since customer satisfaction, conversion rates and response times impact our ability to send you future introductions, please only recommend your best team members.
Only some of my team members are receiving the lead offer texts.
Only the lead receivers on an agent team can receive lead offer texts and phone calls. They can have as many lead receivers as they want on a team. And each lead receiver can have a unique set of zip codes that they service.
Why am I receiving lead offer texts/calls? Only my buyer agents should be receiving these.
Any agents on teams who are marked as lead receivers will receive lead offer texts & calls if they have zip codes set. We can remove lead receivers as long as at least 1 agent on the team remains a lead receiver.
What do I do if I determine I cannot help the homebuyer or seller I've been introduced to?
We provide you with a dashboard where at least, every two weeks you will be required to update and tell us what is happening with your leads. Whenever you have someone whom you can not service, we ask that you update your dashboard right away so that we can assist the client in a timely fashion, as best we can.
Where on my profile will I be able to put in my minimum budget? OSN ONLY
We don't have minimum budgets for our agents. Our goal is to serve every consumer, some of the introductions will be high priced, some low, some now business and some future business. That being said, if we pass someone over to you and they have a budget that you physically can't work with, you can release that client in your dashboard and we'll find them an agent who can. Also, while you're speaking to our team, prior to the transfer, you're allowed to ask us what the area and the budget is so that you can determine the feasibility prior to the transfer.
What is the role of the Lead Receiver? How should I best select that person?
The Lead Receiver is a member of your team who you will appoint to receive the opportunities from OJO via call or text. Be sure to choose an individual who is highly responsive and willing to pick up the phone quickly and often
Will all lead receivers on my team be competing for the same lead?
If the lead receivers have the same zip codes set, then it is possible they will all receive the lead offer text for the same customer.
How can I add someone on my team?
Our support team can assist you in doing so! I’ll put in a request now for them to send you the forms to get this process started.
Send an email to support@ojolabs.com from FUB with the following information:
Subject: Add Team Members
Email: AGENT NAME is wanting to add team members. Please email them at AGENT EMAIL.
The onboarding team will send the consumer this form to fill out to start the process! They will handle the rest of the onboarding process.
Note: all team members must sign the contract in order for us to onboard the new agents.
Should I release this person or not?
If you think you’ll be able to help them hang on to them, if you don’t go ahead and release and send it back.
Can my phone number be changed to my assistant’s?
Yes, we can change the associated phone number in your profile. However, we prefer to not do this often, and this phone number will be our main point of contact for you. Please make sure whoever monitors the phone number knows to be looking out for referral offer texts and phone calls.
How does lead routing through my appointed Lead Receiver work?
Once the Lead Receiver has accepted an OJO lead and our Customer Experience Representative has assigned them in the OJO system, the Lead Receiver will be able to go into their Agent Dashboard and reassign that lead to someone on their team.
Once an agent accepts a lead, will it still be visible on our team dashboard or just to that agent?
Lead receivers will be able to view all customers currently assigned to the team. Other agents will only be able to see customers assigned to them.
How will I receive an introduction?
The way it works is you’ll see a text message on your phone letting you know there is a client live on the phone looking to speak to an agent. If you’re available to take the call, you’ll tap the “accept” button on the link included in the text message. If you’re the first agent to hit that button, a member from our OJO team will put the consumer on hold and call you. They’ll give you the details about the consumer and then they will add the consumer to the conversation for your introduction.
I have marked a consumer as unresponsive, now what?
We recommend you continue to try to reach out to that customer. If it’s been more than 30 days since they last were able to reach them, they may release the customer.
Can I avoid logging in and receiving a verification code every time I want to get in my dashboard?
It depends on the browser you’re using. We recommend that you bookmark the login page.
Do all the members on my team have to meet the same eligibility criteria?
No. As long as you meet the eligibility criteria of a minimum of 25 transactions in the last 12 months and at least 3 years of experience, then you may select whichever team members you think are best suited to participate. Keep in mind that this program is created for top producers and your top-performing agents will fare the best.
Can I assign the lead receivers myself or does OJO have to do it?
Agents will need to contact the OJO Concierge team or email support@ojolabs.com if they would like to make changes to their lead receivers.
What is a good acceptance rate?
We have an expected acceptance rate of 70% with agents in the OJO Select Network.
Any question you’re not 100% sure about answering?
So that’s a great question and I’m not 100% sure the answer. That said, let me go speak to my manager to find that out for you and I’ll give you a call right back. Just so I know I have it correctly, you want to know: REPEAT QUESTION BACK.
How can I resolve the issue with T-Mobile blocking OJO’s texts?
Text *44656 and stay “stop/start”. You can also call T-Mobile Support at 800-937-8997.
If a member of my team fails to claim a lead in a timely manner, will that lead be transferred to another agent on the team or sent back to the greater pool of agents?
Agents are called on a first come, first served basis in response to the offer text message. If the Lead Receiver accepts the lead but does not answer the call, then our team will move on to the next agent (not on your team) who responded to the offer text message. The team relies on the Lead Receiver to both accept the lead and answer the call for the team to be connected via a live introduction to the customer. win the live introduction.
Will everyone receive their own dashboard log-in?
Yes, every agent will have their own dashboard.
I accepted the lead but never got a call.
Our customer engagement representatives will call agents on a first-come, first-serve basis. So if another agent accepts the lead earlier than you, they will get the offer call first.
Is there a CRM or system you want me to use?
We provide an online dashboard that you’ll be able to access on your phone or computer. It is simple to use. If you haven't updated your dashboard in a timely manner, you'll receive a call or text from OJO reminding you to update us on the status of the prospects. You'll receive training on the dashboard once you have onboarded.