Wise Agent Offers: How it Works

Wise Agent Offers connects directly to your CRM to help you attract and convert seller leads. Homeowners can request an instant home valuation, view cash-offer options, or explore listing paths through your unique landing page or website widget. Each request instantly creates a new lead record in Wise Agent with full contact details and property data, so you can follow up right away. The built-in dashboard lets you track leads, share valuations or offers, and use automated email/SMS templates to keep sellers engaged.

 

Key Benefits

  • Instant home valuations & cash-offer options to spark conversations with sellers on your website.
  • Visitor skip-tracing & lead capture (leads flow directly into your CRM).
  • Unlimited users per account with email/SMS templates and QR codes.
  • Seamless Wise Agent CRM & IDX website integration for lead tracking and follow-up.

Pricing

  • $99/month for Wise Agent Offers (cancel anytime - no contract).

  • Leads are pay-per-lead at $4* (with a Wise Agent subscription)

 

Quick Setup

  1. Sign up in your CRM under Integrations.

  2. Provide your business name and subdomain (used for your landing page links).

  3. Schedule a free onboarding call to connect Offers to your CRM and website.

 

Lead Flow

  • Homeowners requesting a valuation or cash offer are auto-added to your CRM with full contact details, property data, valuations, and offer links.
  • Leads are tagged with a category and source so you can easily track and follow up.

 

 

Learn More:

Click here to learn more about the Wise Agent Offers + Leads FAQs.

 

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