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Profit Share Sites

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Lead Generation

12
  • How Recruits Apply On Your Site
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Platform Guide

45
  • Logging Into the Platform
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    • How to Toggle Between Multiple Accounts
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Market Center Sites 3.0

84
  • Moving Recruits Between Pipelines (Exit Pipeline Stage)
  • Moving Recruits Between Stages (Market Center Sites 3.0)
  • Market Center Sites 3.0 Training
    • Training 1: Introduction to Market Center Sites 3.0
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    • Training 4: R0 (Not In School) Pipeline
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    • Training 7: KWPrep Pipeline
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    • Training 9: Long Term Nurture Pipeline
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    • Training 12: The Centralized Model for Market Center Sites 3.0
  • R0 Playbook (3.0)
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  • Profit Share Sites “Licensed Agent (EX) Recruits”

Profit Share Sites “Licensed Agent (EX) Recruits”

1 min read

There are a few things to consider when a Recruit Type: EX applies on your site. First is that upon hitting the “Submit” button, they are immediately prompted to schedule a Discovery Call with you. Second is that not all take this step, but some do.

Here’s a simple process for engaging EX recruits.

1. Check Your Calendar #

The first step is to check your calendar. See if the recruit has scheduled a Discovery Call with you. If they have, take note of it and move on with your day! We’ll dig deeper into the Discovery Call process later.

2. Reach Out to the Recruit #

If the recruit has not scheduled a Discovery Call with you within 10 to 15 minutes of submitting an application, it’s a good idea to reach out to them. Do this in the manner that best works for you. Ask yourself the following:

How would you follow up with a prospect lead that comes into your real estate business?

Would you text them? Call them? Email them?

You know you better than anyone. If your first inclination is to pick up the phone and call, do that. If you tend to call and follow up with a text, go that route.

Do what works for you and what keeps you accountable and consistent.

3. Schedule a Discovery #

If they answer or respond when you reach out, your #1 goal is to get them on a Discovery Call. This could take place the moment they pick up the phone if you both have availability, or it could be something you get on the schedule for the next day. (If it’s right then and there, make sure to take notes!)

Taking the initiative to schedule the Discovery at this stage is important. Don’t just send them the link to your calendar and trust that they’ll schedule themselves. While you can go this route, working with them to take that onus off their plate helps ensure they get on the schedule and they keep the appointment.

Tip: If you book the time within your the calendar availability you’ve set up in your Profit Share Sites Discovery Call Calendar, visit that page (available at yourdomain.com/calendar) and add in the recruits name, email, and phone number. This will automatically add the appointment to both your calendar and theirs.

4. Follow Up #

If you are unable to get through to the recruit, follow up as you would with a lead that comes into your real estate business. Remember, this is a HOT lead! They’re licensed, and they’re looking to hang that license with a broker, likely sooner than later!

In your day-to-day as an agent, do you follow up once? Twice? Three times? How much time do you put between touches? When do you drop them into a Smart plan and let the system do the work?

Following a similar path with your recruiting efforts with help you remain consistent.

Updated on August 20, 2025

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Recruit Types Overview (With Related Tags)Profit Share Sites “Not In School (NS) Recruits”

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Table of Contents
  • 1. Check Your Calendar
  • 2. Reach Out to the Recruit
  • 3. Schedule a Discovery
  • 4. Follow Up
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