Instructions to Purchase Leads with Postcards/Mailers

Step 1: Login to the Customizable Marketing Materials website. Click on “Postcards/Mailers” then

choose an item WITH MAIL LIST UPLOAD.

Step 2: Enter personal contact information to appear on postcard/mailer then click “NEXT STEP.”

Step 3: To obtain the leads, click “ACQUIRE A DATA LIST.”

Step 4: Widget will appear where agents may narrow their lists by choosing contact information by

Mailing List options, Geography and Demography, as well as the number of contacts they want:

Instructions to Purchase Leads with Postcards/Mailers

Step 5: To purchase leads, click “BUY LIST NOW.”

Step 6: Agents will need to agree to a Consumer License Agreement before purchasing by clicking “I

AGREE.”

Step 7: After clicking “I AGREE,” preview the order, then proceed by clicking “NEXT STEP.”

Cost is $5.50

for 250 leads

Instructions to Purchase Leads with Postcards/Mailers

Step 8: Agents will buy leads and postcards/mailers all at once. Total costs will be shown before

proceeding to checkout. If they agree and want to proceed, then click “NEXT STEP.”

Step 9: Next screen will take them to their order, where they click “ADD TO CART.”

Instructions to Purchase Leads with Postcards/Mailers

Step 10: Checkout process begins. If there are any errors with the postcards/mailers, the order will be

placed in a “HOLD AREA” to correct the errors before they may access the checkout process.