The Dalton Wade Website Lead Program uses a Click to Claim system to distribute inquiries generated through organic traffic to DaltonWade.com.
When an eligible consumer inquiry becomes available in one of your selected counties, you may receive a notification giving you the opportunity to claim the lead.
Important: Leads are assigned on a first-come, first-served basis. Receiving a notification does not guarantee that the lead will still be available when you respond.
Dalton Wade uses text message notifications for its Website Lead Program.
Depending on your BoldTrail mobile app settings and the type of activity, you may also receive push notifications on your phone.
| Notification Type | What to Expect |
|---|---|
| Text Message (SMS) | A message containing a link to review and accept or decline an available lead |
| BoldTrail Mobile Notifications | App alerts for supported lead activity and follow-up opportunities |
| BoldTrail Streams | Mobile notifications and prioritized lead activity, depending on supported features and configuration |
Note: Text messages are the documented method for claiming Dalton Wade Website Leads. Streams notifications should not be relied upon as a replacement unless the Click to Claim workflow has been confirmed for your account.
When you receive a Website Lead notification by text:
Open the text message on your phone.
Tap the link provided in the message.
Review the available lead information.
Select Accept if you would like to claim the lead.
Wait for confirmation that the lead has been assigned to you.
Open BoldTrail to review the contact and begin your follow-up.
The first eligible agent to successfully accept the lead receives the assignment.
If another agent has already claimed it, you may see a message indicating that the lead is no longer available.
BoldTrail Streams is a newer mobile app designed to help agents stay informed about important lead activity, conversations, and follow-up opportunities.
Streams supports push notifications and helps agents prioritize time-sensitive activities.
To get started:
Download BoldTrail Streams from your phone's app store.
Sign in using your BoldTrail account.
Allow notifications when prompted.
Review your phone's notification settings to ensure alerts are enabled.
Use Streams to monitor supported lead activity and manage follow-up tasks.
Download BoldTrail Streams:
Important: Streams is useful for managing leads on the go, but agents should continue monitoring their Website Lead text notifications for Click to Claim opportunities.
Some agents have reported receiving mobile app notifications before their corresponding text messages.
Push notifications and SMS messages use different delivery systems, so their arrival times can vary based on factors such as:
Cellular service and internet connectivity.
Mobile carrier delivery delays.
Phone notification settings.
App activity and background permissions.
The specific BoldTrail notification or routing configuration.
There is no guaranteed delivery order between app notifications and text messages.
For the best chance of seeing opportunities promptly, keep your phone's notifications enabled and monitor your text messages.
Once the lead is assigned to you:
Open the contact record in BoldTrail.
Review the consumer's inquiry and available property information.
Contact the lead as soon as possible.
Introduce yourself and determine their real estate needs.
Record your communication and follow-up activities.
Establish a clear next step, such as a showing, consultation, or property search.
Remember that claiming a lead is only the beginning. Consistent communication and follow-up are essential to converting inquiries into clients.