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Before You Schedule

  • Agents who want to attend the consultation must include themselves as a guest when scheduling.

What Happens Next

After your referred client schedules, you’ll receive updates by text as they move through the process.

You may receive notifications when:

  • The client schedules
  • The client no-shows or reschedules
  • The client decides to move forward
  • The intake appointment is completed
  • Payment is received
  • The trust is completed and delivered

After intake is completed and payment is received, our team begins the trust process. This usually takes 1–2 weeks.

You will receive your commission payment within 5–7 business days after the trust is delivered and the client has paid in full.

For questions, please submit a support request.

 
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