Heritage Web

Brandon Austin

Access qualified client leads through paid referrals, pro bono opportunities, real estate programs, and custom enterprise solutions.

Business Leads & Referrals

Side-by-side comparison of Paid Leads, Pro Bono, Real Estate, and Enterprise programs

Comparing Our Four Lead Programs

Find your perfect lead generation strategy based on your business model, budget, and risk tolerance

Which Program Is Right for You?

Maximize your opportunities by combining programs that work together seamlessly with one account

Can I Participate in Multiple Programs?

One sponsored listing unlocks 24-hour priority access, unlimited pro bono, and faster approval across your entire account

How Sponsor Status Benefits All Programs

Learn how leads are matched to your profile and distributed across the network

Understanding Lead Matching & Distribution

Listing Approval: The Gateway to All Lead Programs

Understanding Lead Expiration (60 Days from Review)

Program Overview & Requirements

Free Leads (Direct Contacts)

Understanding Free Leads: Organic Discovery vs. Paid Referrals

How Visitors Find and Contact You Through Your Listing

Free vs. Sponsor Listings: The Login Wall Explained

Setting Up Your Listing for Maximum Free Lead Generation

Why Sponsor Status Dramatically Improves Free Lead Conversion

Getting Started with Free Leads

Understanding Your My Inbox Dashboard

Managing Message Button Inquiries

Responding to Free Leads: Best Practices for Quick Conversion

Tracking and Organizing Your Direct Contact Conversations

Direct Contact Management

Setting Up Email Notifications for Message Button Inquiries

Configuring Notification Preferences for Free Leads

Managing Multiple Email Recipients for Your Inbox Messages

Understanding Message Delivery and Response Times

Direct Contact Notifications & Timing

Why Visitors Can't See My Contact Information

Not Receiving Messages in My Inbox? Here's Why

Maximizing Free Lead Volume Through Multiple Publications

Troubleshooting Message Button and Inbox Issues

Free Leads vs. Paid Referrals: Understanding the Difference

Direct Contact FAQ & Troubleshooting

Instant, exclusive client matches—pay only for the leads you want

Paid Leads

What “paid referrals” are and why they outperform other lead sources

Paid Referrals Overview

Step-by-step guide to purchasing your first client lead

Quick Start: Your First Lead Purchase

How we verify, validate, and classify every referral to ensure you receive genuine, high-intent clients

Understanding Lead Quality & Our Vetting Process

Key advantages that drive higher conversion rates

Benefits of Our Paid Referral Service

Optimize your listings, specialties, and settings to increase qualified lead volume through Heritage Web's matching engine.

Setting Up Your Profile for Maximum Matches

Navigate your central hub for managing, filtering, and purchasing matched referral opportunities

Understanding Your Leads Dashboard

Choose between instant dashboard access or convenient email purchase based on your workflow and device

Dashboard Purchase vs. Email Purchase

Maximize conversion with strategic multi-channel outreach and persistent follow-up in the critical first two days

Best Practices: First 48 Hours After Purchase

Getting Started with Paid Leads

Find, evaluate, and purchase qualified client leads matched to your profile

Leads Dashboard Overview

Quickly find relevant opportunities using search, geographic filters, and industry sorting

Filtering and Searching for Leads

Preview comprehensive lead information before purchase and access complete contact details after buying

Understanding the Lead Details Page

Organize your dashboard by removing non-relevant leads while maintaining a permanent archive in the Hidden tab

Hiding and Managing Hidden Leads

Paid Lead Management

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

Paid Lead Matching System

Stop receiving email notifications for matched referrals

Unsubscribing from Matched Referrals

Email Notifications for New Matched Leads

Understanding the 24-Hour Sponsor Priority Window

What Happens If No One Purchases a Lead (72-Hour Follow-up)

Paid Lead Notifications & Timing

Why referrals cost $9–$128 and how to budget for them

Referral Pricing & Payment Terms

Learn how specialties and case complexity create fair, transparent pricing from $29 to $395 per lead.

Why Some Referrals Cost More Than Others

Learn how client responses reveal case value, determine pricing multipliers, and help you make smarter purchasing decisions

Understanding Qualifying Questions and Price Multipliers

Access complete transaction history, download PDF invoices, and manage your referral expenses with transparent billing documentation

Referral Purchases, Invoices & Billing

Add, manage, and select payment methods for purchasing individual leads through your dashboard

Payment Methods for Lead Purchases

Access, download, and organize individual PDF invoices for every lead purchase from your payment history

Understanding Lead Purchase Invoices

Paid Lead Pricing & Payments

How We Protect Client Privacy

Understand our 7-day good-faith guarantee, valid refund criteria, and step-by-step process for resolving lead quality issues

Refunds & Disputes: Policy & Procedures

Review the complete legal framework governing your participation, obligations, and rights across all Heritage Web referral programs

Referral Program Terms of Service

Troubleshoot common issues preventing leads from appearing in your dashboard, from approval status to settings

Why You're Not Seeing Leads

Understanding the 7-day window, valid reasons, and case-by-case evaluation process for lead refund requests

7-Day Refund Policy Explained

Troubleshooting: Approved Listing But No Leads

Paid Lead FAQ & Troubleshooting

Tailored white-label, automated distribution, and industry-specific solutions requiring custom development agreements

Custom Referral Solutions

Paid Leads for Firms & Organizations

Volunteer your expertise to make a meaningful community impact

Pro Bono Program

Connect with community members in need through free professional services and track your social impact

Pro Bono Program Overview

Steps to access the dashboard and qualify for pro bono opportunity matching

How to Get Access to the Pro Bono Dashboard

Step-by-step guide to accepting and managing your first pro bono opportunity

Quick Start: Your First Pro Bono Case

Manage your 3 free monthly pro bono connections strategically with the browse freely, pay to connect model"

Understanding Your 3 Monthly Accesses

Your 3 free accesses refresh on the 1st of each month—unused accesses expire and don't roll over

When Your Monthly Accesses Reset

Getting Started with Pro Bono Leads

Organize, track, and optimize your pro bono opportunities using dashboard tools and access management

Managing Pro Bono Requests

Compare limited free access (3 monthly) with unlimited sponsor benefits including immediate notifications and priority features

Free User vs. Sponsor Pro Bono Access

Managing Your Accepted Cases (Never Expire Unless Hidden)

Pro Bono Lead Management

Understanding the 6-filter matching system and how to qualify for more pro bono opportunities in your community

How Pro Bono Leads Are Matched

ANY Sponsor Listing Gives Account-Wide Unlimited Pro Bono

Pro Bono Lead Matching System

Pro Bono Lead Match Email Notifications

SMS Alerts for Pro Bono (Sponsor Benefit)

Notification Timing: Sponsors Immediate, Free Users 24 Hours Later

Pro Bono Lead Notifications & Timing

Why the Pro Bono Dashboard Appears Empty Without Approved Listings

Pro Bono Lead FAQ & Troubleshooting

Setting Up Your Firm for Pro Bono Work

Managing Multiple Attorneys' Pro Bono Leads

Consolidated billing and management for law firms and organizations with formal pro bono programs

Enterprise Pro Bono Subscriptions ($500+/month)

Pro Bono Leads for Firms & Organizations

Zero upfront costs with tiered commission rates for residential and commercial real estate leads through selective partnership program

Program Overview: Real Estate Referrals

Join the selective commission-based program through application or direct recruitment for proven agents

How to Apply and Get Invited

Successfully close your first lead at 30% commission to prove capability and unlock regular lead flow

Your First Commission Referral (Trial Period)

Earn better rates through proven performance with decreasing commissions from 30% to 20% based on lifetime closings

Understanding the Tiered Commission

Maximize opportunities through commission-based referrals, paid dashboard leads, and free direct contacts simultaneously

Three Revenue Streams for Agents

Compare risk-free commission-based leads with upfront dashboard purchases to choose the right strategy

Commission Program vs. Dashboard Purchases

Instant referral agreements and automated contact delivery via email and SMS upon digital signature

E-Signature and Automated Notifications

How the 6-filter system plus manual oversight matches real estate clients with the best-fit agents

Real Estate Lead Matching Process

Master the mandatory 2-hour response requirement that drives success in the commission-based program

Responding to Real Estate Leads: 2-Hour Window

Automated, high-intent property leads to grow your business

Real Estate Referral Program

Customized lead generation solutions for organizations with dedicated support, bulk management, and flexible billing options

Enterprise Partnership Overview

Streamline setup with template-based bulk creation where Heritage Web handles all listing setup for your team

Bulk Listing Creation for Organizations

Enable collaborative lead management with role-based permissions while maintaining individual professional dashboards

Understanding the Teams Feature for Enterprises

Custom Enterprise Partnerships

Go to Heritageweb.com

Login to Your Dashboard

Heritageweb.com

Dashboard

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.