How Broad Leads Works
From the moment you choose your territory to the day a deal closes, Broad Leads runs a disciplined, transparent process that turns local interest into verified conversations — and verified conversations into closings.
A clear path from territory to closing
Most lead services hand you a raw list and wish you luck. Broad Leads is built differently. We take responsibility for the entire journey — running the campaigns, capturing the interest, verifying the intent with real people, and delivering each opportunity into a CRM designed for follow-up.
The ten steps below show exactly what happens behind the scenes and where you step in. Nothing is hidden, and every lead you receive has already passed through human verification before it reaches your pipeline.
- You choose the market; we do the marketing
- Every lead is ISA-verified before handoff
- Pay-at-close options keep risk low
You only see qualified opportunities
Raw clicks never reach your inbox. By the time a lead appears in your pipeline, it has been captured locally, screened by a human ISA, and packaged with the context you need to act.
- Contact details confirmed
- Timeline and motivation checked
- Buyer or seller intent classified
Four phases, ten steps
Here's the journey in short. Each phase is broken down step by step below.
Set up your market
Join, choose your ZIP codes or territory, and pick your buyer or seller preferences. Steps 1–3
Launch & capture
Geo-targeted campaigns go live and local interest is captured. Steps 4–5
Verify & deliver
Our ISA team verifies intent, then opportunities reach you with appointments or live transfers. Steps 6–8
Work & close
You work the opportunity, and the referral fee is paid when the deal closes. Steps 9–10
The Broad Leads process in 10 steps
Here's the full journey, from joining the platform to earning your referral fee when a deal closes.
Join Broad Leads
You start by choosing a package that fits your goals and signing up in minutes. We set up your account, connect your CRM, and walk you through onboarding so you understand exactly how leads will flow to you and what to expect in your first weeks.
Choose your ZIP codes or territory
You select the specific ZIP codes, cities, or counties you want to grow in. We protect that territory based on your package, so the leads we generate there are exclusively yours — never resold to five competing agents in the same market.
Select buyer/seller lead preferences
Tell us whether you want buyer leads, seller leads, or both, along with price points and property types that match your business. We tune campaigns and ISA scripts to your preferences so the opportunities you receive align with the work you actually want.
Phase 1 · Set up
Phase 2 · Launch & captureCampaigns are launched
Our marketing team builds and launches targeted campaigns across search, paid media, landing pages, local content, and social channels. Everything is geo-focused on your territory, designed to attract real buyers and sellers — not random national traffic.
Leads are captured
As people in your market engage, they convert through landing pages, valuation tools, buyer forms, appointment requests, and call funnels. Each submission is captured with its source and context so we know exactly what the prospect was looking for.
ISA team verifies intent
Before any lead reaches you, our inside sales associates contact the prospect to confirm the details that matter: name, phone, email, location, timeline, budget, property type, motivation, and readiness. Only genuinely qualified leads move forward.
Leads are delivered to you
Verified opportunities arrive in your CRM with full context, plus instant alerts by SMS, email, or WhatsApp. You see the prospect's intent, timeline, and notes from the ISA conversation, so you can follow up immediately and confidently.
Appointments or live transfers are scheduled
For higher-intent leads, we go further — booking appointments directly on your calendar or connecting the prospect to you with a live phone transfer. You step into the conversation at the exact moment intent is strongest.
Phase 3 · Verify & deliver
Phase 4 · Work & closeYou work the opportunity
This is where your expertise takes over. Using the CRM's follow-up automation, reminders, and pipeline stages, you nurture the relationship, answer questions, show properties or list the home, and guide the client toward a decision.
Referral fee is paid when the deal closes
On pay-at-close arrangements, you only pay a referral fee once the transaction successfully closes. That keeps your risk low and aligns our incentives with yours — we win when you win, not before.
The systems behind every step
The process above is powered by purpose-built marketing, real human verification, and an AI CRM that keeps everything moving.
Geo-targeted campaigns
Multi-channel marketing focused entirely on your protected territory, so the interest we generate is local and relevant.
See how we generate leadsHuman ISA verification
Real people confirm intent, timeline, and budget before a lead ever reaches you, filtering noise out of your pipeline.
See our verification checksAI-powered CRM
Every lead, appointment, reminder, and message lives in one place built for real estate follow-up and conversion.
Compare packagesBuilt to keep your pipeline full
The same disciplined process supports hundreds of agents and thousands of verified opportunities every season.