CLICK HERE FOR TRAINING PLATFORM
REACH OUT TO YOUR MANAGER FOR THE PASSWORD

General Information & Tools

Standing Lead Orders
How To Place A Standing Lead Order
Need 10 Appointments?
Get The 10 Leads Ratio Worksheet
Income Calculator
(download the Excel file from dropbox after you click the link).​

How To Setup MailCo & LeadCo Accounts

These are our trusted third party lead processing companies for purchasing leads
MailCo Account Set-Up
You do not need full access to Equis Agent Dashboard to register with MailCo. Agents can register at any time.
​
To sign‐up for a MailCo account (click here)
Agency name is “Equis”,
​Group name is “The Hughes Group”.
LeadCo Account Set-Up
(CHECK WITH YOUR MANAGER PRIOR
TO CONTACTING LeadCO)

Sign‐up for a LeadCo account by emailing Cheryl at [email protected]
Reference your association with Equis Financial, The Hughes Group, and the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.

Phone Scripts

Use the Dialing Tracker to track your weekly dialing activity.

Interactive Voice Response Leads (IVR)

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CGH GROUP

17302 House Hahl Road #202
Cypress, TX 77433
(713) 820-1956 (Michael)
​(713) 701-9353 (Tanya)
[email protected]
We do not disclose any personal information such as phone numbers or SMS consent with any 3rd parties for any purposes. We do not require any contact info be submitted, and any personal information given is strictly voluntary. If you provide your phone number for SMS communication, your information will not be shared with 3rd parties; any phone numbers voluntarily submitted for SMS consent will be solely used for the intended voluntary communication and will not be disclosed to other companies.