The partner playbook

Every referral is a homeowner who reached out to us and talked through their situation. They expect a call from a local agent who will show them a listing and a cash option without pressure. This playbook keeps that promise, and keeps your routing score high.

What the seller has already been told

• We are a real estate team of R2 Realty, not a cash buyer.
• A licensed agent who works their area will call them.
• They’ll see a listing estimate and, if they want, cash offers side by side.
• There is no cost or obligation for talking to you.

Don’t contradict any of this. Sellers who feel steered drop out.

The first call (within 15 minutes of claiming)

1. Introduce yourself through us: “I’m calling from the Sell Well Texas Group network. You talked with our team about your home on Elm Street.”
2. Confirm the notes: situation, timing, condition. Ask what matters most to them: price, speed or simplicity.
3. Set the appointment: in person if possible, within 48 hours.
4. Log it in the app before you hang up your next call.

At the appointment

• Bring a realistic price range and a seller’s net sheet.
• If the home needs work or the seller wants speed, offer to collect cash offers from several buyers and present them next to the listing. Never present a single buyer as the only option.
• If you sign a listing, log it the same day.

Logging and updates

• Appointment outcome within 24 hours.
• Status update at least every 14 days: contacted, appointment, listing signed, under contract, closing date.
• Missed logs pause new leads until they’re done.

Your routing score

New agents start at half weight for their first 10 leads. Three missed first-contact windows in a month removes you from the rotation until we talk.

Bad leads

If the seller is already listed, isn’t the owner, or doesn’t answer after 6 attempts in 72 hours, flag it in the app with a note. We review flags weekly and send a replacement.