Attention! Do Not Complete This Step Without Your Manager's Approval.
Lead Systems
Request Access to OPT!
1) OPT! is the software program used by Equis to manage our lead program.
2) After you have completed the Surancebay emails you should request access to OPT! from the lead department at leads@equisfinancial.com.
3) After you have received the "Verified" email from Equis, you are ready to start buying leads.
4) DO NOT pay for the OPT! upgrade!! Instead, choose the option that says “not interested”.