Heritage Web

Six-filter matching engine that connects client requests with qualified professionals and businesses

How Referrals Are Matched to Your Listings

Learn how Heritage Web connects you with qualified clients through our matching system.

Understanding the Six-Filter Matching System

Navigate your lead pipeline efficiently with clear status definitions for New, Purchased, Hidden, and Analytics tabs

Understanding Lead Status Types

Learn about email and dashboard purchase methods to secure exclusive leads quickly with transparent pricing

Purchasing Referral Leads

Convert more leads with proven response strategies, follow-up sequences, and organization systems for long-term success

Managing Your Purchased Leads

Understand the 60-day lead lifecycle, 24-hour sponsor advantage, and strategic timing for maximizing your purchase opportunities

Lead Expiration and Availability Windows

Maximize lead matches by including languages spoken by your staff, colleagues, and team members in your listings

How Team Languages Improve Your Matches

Optimize your geographic coverage by adjusting the default 75-mile radius to balance lead volume with service capability

Setting and Adjusting Your Service Radius

Brandon Austin

Paid Lead Matching System

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