Overview
If your business grows by working with real estate agents, comarketing.com gives you a clean way to manage those relationships and the leads they send.
This guide keeps things simple. You’ll learn how to:
Finish your profile and billing
Set your services and lead pricing
Invite agents to partner with you
Receive leads
Track statuses and deal values
This is all you need to operate confidently with agents.
1️⃣ Complete Your Profile
Agents want to know who they’re sending their clients to. A clear profile helps build trust from day one.
How to update your profile
How to update your profile
Click your profile photo → Profile Settings
Update your:
Logo
Business info
Location
Contact details
Website (optional but helpful)
Add a cover image or intro video if you’d like
Save your changes
Note: The information you enter here will also be visible to any clients your agents send through your lead form. Having accurate details helps clients feel confident in who they’re being referred to.
More detailed instructions:
2️⃣ Add Your Payment Method
Before an agent can send you leads, your payment method must be set up. This is how lead charges are processed.
How to complete billing info
How to complete billing info
Comarketing Mode → profile photo → profile
Billing tab
Click Set up your payment method
Add your card through Stripe
Save
Full instructions: Set Up Payment Details to Start Partnering
3️⃣ Set Your Services, Categories, + Lead Prices
Agents work with you in different situations—quick repairs, big projects, emergencies, and everything in between. Your lead prices can reflect that if you choose.
How to set your default pricing and categories
How to set your default pricing and categories
Profile photo → Profile
Click Defaults tab
Add a Category (e.g., HVAC, Roofing, Plumbing, Cleaning)
List each service you offer
Set the lead price for each one
Save
These prices and categories will appear automatically in the campaign creation form when you invite an agent.
More details: Pay the Right Price for Every Type of Lead
4️⃣ Invite Agents to Partner With You
When you’re ready to work with an agent, send them an invitation so they can send you leads directly.
You’ll use Lead Campaigns for this.
How to invite a partner
How to invite a partner
In Comarketing Mode, open Campaigns
Click Start Campaign
Enter their name + email
Choose the fee split (you pay, they pay, or 50/50)
Pick a lead setup:
Performance-based: you pay per lead
Subscription-based: flat monthly fee
Confirm pricing
Optional: add a monthly budget or end date
Send the invite
Once your partner accepts, they can submit leads immediately.
More details: Start a Campaign
5️⃣ Receive Leads
When an agent submits a lead, you’ll get an email and see it inside your Leads table.
Each lead will show:
Name, email, phone
Requested service
Partner who sent it
Status
Quick contact buttons (call, email)
You can work the lead directly from here.
6️⃣ Track Your Progress (Statuses + Deal Values)
Keeping your lead statuses updated helps your partners stay in the loop—and keeps your partnership running smoothly.
Inside your Leads table, you can:
Mark a lead as Pending, Contacted, Scheduled, Won, or Lost
Add or update the deal value
When you update a lead, the status automatically syncs to your partner's account.
They only see the current status — not the history. So if you mark a lead as “Attempted to Contact” and later update it to “Scheduled,” the agent will only see Scheduled.
This keeps things clean on their end and helps them understand where their client stands right now, while also helping you track lead quality over time.
You're All Set
With your profile ready, pricing set, and agents invited, you’re equipped to grow through steady lead relationships.
Tips for Success
Check your dashboard regularly, update your lead statuses, and keep communication clear. As your network grows, these small habits make a big difference in how smoothly your lead partnerships run.