What if my client is unresponsive or not actively searching?

If a client has become unresponsive or is no longer actively searching for a home, you have two options:

1. You can place the lead on a long term hold which will keep the lead assigned to you, but will switch the lead to where it will no longer require an update every seven days. We recommend placing leads on a long-term hold when you have a serious home buyer that has paused their home search for a short time (e.g., until after the holidays or until a pre-qualification is finalized).

2. You can release the lead back to Opcity so we may follow up directly. This will remove the lead from your dashboard, and our team will take over client reach out. We recommend releasing leads that become unresponsive or are no longer a good fit.

Both of these options can be found on the Update Status page for each lead:


How to Release a Lead

How to Put a Lead on a Long-Term Hold