With Wise Agent Offers & Leads, members gain access to a branded dashboard experience where they can provide instant home valuations, real-time cash offers, lead capture tools, customizable landing pages, marketing content, and the new Properties feature, all while automatically syncing leads into Wise Agent CRM for streamlined follow-up and automation.
Whether you're looking to generate seller conversations, identify website visitors, market listings more effectively, or create stronger listing presentations, Wise Agent Offers & Leads helps you stand out in a competitive market.
What is Wise Agent Offers & Leads?
Wise Agent Offers & Leads is a seller-focused marketing and lead generation platform designed to help agents generate and convert seller opportunities using:
Instant Home Valuations
Real-Time Cash Offers
Website Visitor Identification
Marketing & Direct Mail Tools
Property Showcase Pages
CRM Integration & Automation
The platform is designed to help agents create more listing opportunities while providing consumers with instant value and actionable information.
What subscription options are available?
Wise Agent Offers & Leads currently offers two feature levels:
Basic Access
Basic access includes limited functionality for:
Home Valuations
Cash Offer tools
Premium features such as Wise Agent Leads, Marketing Tools, Direct Mail Campaigns, and the Properties feature are not included with Basic access.
Premium Subscription — $99/month
The Premium subscription includes:
Instant Home Valuations
Cash Offers
Wise Agent Leads
Marketing Tools
Landing Pages
QR Codes
Direct Mail Features
Properties Feature
Up to 50 included leads per month
Additional leads beyond the included 50 may be billed on a per-lead basis depending on your account configuration.
There are no long-term contracts and you may cancel anytime.
NOTE: Billing is processed by iList, so "iList" may appear on your credit card statement.
What is Wise Agent Leads?
Wise Agent Leads is the website visitor identification component included with the Premium subscription.
The platform can identify up to 25% of your website visitors using publicly available data — even if they never complete a form.
Lead information may include:
Name
Phone Number
Email Address
Property Address
Ownership Status
Estimated Home Equity
Leads can automatically sync into Wise Agent CRM using the API integration.
What features are included with Wise Agent Offers & Leads?
Premium features include:
Instant interactive home valuations
Multiple cash offer options
Custom listing opportunities
Seller dashboards
Email & SMS templates
QR codes
Lead capture technology
CRM integrations
Website integrations
Landing page builder
Direct mail marketing
Property showcase pages
Buyer offer tracking tools
What is the Properties feature?
The Properties feature allows agents to create high-converting property showcase pages that can be shared directly with buyers, sellers, and on social media.
Property pages can include:
Property descriptions
Up to 65 photos and videos
Interactive maps
Downloadable documents
Offer submission tools
Offer tracking and bidding history
Social sharing functionality
Buyer agents and leads can submit offers directly through the property page experience, while listing agents can review, verify, and manage offer activity.
This feature is available exclusively through the Premium subscription.
Does Wise Agent Offers & Leads integrate with Wise Agent CRM?
Yes. Leads and property activity can automatically sync into your Wise Agent CRM using the API integration.
This allows you to:
Track lead activity
Trigger automations
Manage follow-up
Categorize seller opportunities
Monitor valuations and offers
How to Register for Wise Agent Offers & Leads
Wise Agent Offers & Leads gives real estate professionals access to powerful seller-focused tools designed to help generate, identify, and convert more opportunities.
There are currently two registration options available, depending on which features you would like to access:
Option 1: Basic Access (No Credit Card Required)
Basic Access gives members the ability to create an account and access limited Wise Agent Offers functionality without requiring a subscription or credit card.
Basic Access Includes:
Unlimited account creation
Unlimited instant offers
Access for all agents under the account
No credit card required to get started
Optional upgrade available anytime
Registration Link
👉 https://register.wiseagentleads.com/onboard/agent?p=0
Required Invite Code
When registering, members must use the following invite code: WISE
Information Required During Registration
Your Information
First Name
Last Name
Email Address
Phone Number
Password
Account Information
Business Name
Default Domain Name
Terms & Conditions
Members must accept the Terms & Conditions in order to complete registration.
Option 2: Premium Access — Wise Agent Offers & Leads
Premium Access unlocks the full Wise Agent Offers & Leads platform, including Wise Agent Leads, marketing tools, and the new Properties feature.
💡 TIP: You can begin the activation process for the Wise Agent Offers & Leads subscription within your Integration & Settings in the Wise Agent CRM
Premium Features Include:
Up to 50 included leads per month
Instant cash offers
Interactive home valuations
Unlimited property pages
Marketing & direct mail tools
Seller lead capture technology
Lead syncing into Wise Agent CRM
Advanced seller-focused marketing tools
Subscription Details
$99/month subscription
14-day free trial available
Credit card required for activation
Registration Link
👉 https://register.wiseagentleads.com/onboard/agent?p=1
Required Invite Code
When registering, members must use the following invite code: WISE
Information Required During Registration
Your Information
First Name
Last Name
Email Address
Phone Number
Password
Account Information
Business Name
Default Domain Name
Payment Information
Credit Card Number
Billing Details
Terms & Conditions
Members must accept the Terms & Conditions in order to complete registration.
After Registration: Next Steps
Once registration has been completed, members should follow the instructions outlined in the setup knowledgebase articles to complete their integration.
This includes:
Setting up the Wise Agent CRM API integration
Configuring lead syncing
Installing lead tracking scripts
Setting up website integrations
Connecting landing pages and valuation tools
Helpful Setup Articles
Wise Agent Offers Setup
Members using Basic Access can follow the setup instructions outlined in the: How to Set Up Wise Agent Offers article
Wise Agent Leads Setup
Premium members using Wise Agent Leads should follow the: How to Set Uup Wise Agent Leads knowledgebase article
This article includes:
CRM integration instructions
Lead tracking setup
Website script installation
Lead capture configuration
What information is needed during registration?
To complete registration you will need:
First & Last Name
Email Address
Mobile Phone Number
Password
Business Name
Subdomain or custom domain
Your subdomain is used for your landing pages and public-facing valuation/cash offer links.
Example:yourbrand.wiseagentleads.com
Is there an onboarding process?
Yes. After registration, members can schedule an onboarding session to assist with:
CRM integration
Website scripts
Landing pages
Lead routing
Marketing setup
Members may also access setup documentation and support resources through the dashboard.
I created my account, how do I log in?
You can log in to your Wise Agent Offers and Leads console at any time by visiting https://console.wiseagentleads.com.
Where can I access my login information?
Your username and a login link will be sent to you via email as soon as you register. However, your username will always be the email address tied to your account. (This is the same email address you used during the registration process.) Your password is also the same unique password that was created upon completing the registration forms.
I am at the login screen, but my password is not working; can I reset my password?
Yes! You can reset your password credentials by visitng the login page at https://console.wiseagentleads.com and clicking the Forgot Password link on the login screen.
You should receive email instructions on how to reset your password.
If you cannot remember the email associated with your account, you may also contact the Wise Agent Support team by email or by phone at (480)836-0345 and we can assist you with resetting your login credentials.
I registered for the basic access account. Can I upgrade my account?
Yes! You can either contact the Wise Agent Website team and request that they update your account (you will need to log in separately and add your billing details). Or, you can log in to your Basic Access account and add payment information. To do this, log in and click LEADS on the left menu, then select LEAD SETUP. When prompted, add a valid payment method and agree to the pricing, Terms & Conditions.
Once your account has been updated, don't forget to set up your new leads integration using the help article: How to Set Up Wise Agent Leads
How does lead syncing work?
When a homeowner requests a valuation, reviews cash offers, or is identified through the visitor identification system:
A lead record is created
Contact and property data sync into Wise Agent CRM
Leads are categorized and tagged automatically
Additional notes may include:
Property details
Estimated values
Offer information
Valuation links
Can I use this with my website?
Yes. Wise Agent Offers & Leads supports virtually all real estate website platforms and custom websites.
Members can:
Add lead capture scripts
Embed valuation widgets
Add cash offer search bars
Customize which pages capture leads
I have an IDX Home Search Website; how can I set up the Wise Agent Leads integration?
You can follow the setup instructions HERE to add the Wise Agent Offers & Leads integration to your IDX website. Follow the steps outlined in the article.
NOTE: If you do not have access to make changes to your IDX website you may need to reach out to your webmaster or website design team. Click HERE for instructions on how to add a script, or for details on how to ask for assistance from those who have access to update your website.
If you need additional assistance, the Wise Agent Support team is also available to help guide you through the setup process and verify that your scripts and integrations were added successfully.
Can I customize where leads are captured?
Yes. Scripts can be configured to only run on specific pages of your website.
This helps:
Improve lead quality
Reduce unnecessary leads
Better control visitor targeting
How quickly will leads appear?
Leads are typically processed and synced automatically after setup is completed, and you begin experiencing visitor traffic on your website. Sync timing is typically immediate once the integration has been completed successfully.
Please note: Enabling the Wise Agent Offers & Leads Premium subscription does not guarantee that you will receive 50 leads per month. The number of leads captured will vary based on several factors, including:
Your website traffic volume
The number of pages being tracked
Whether lead capture scripts are properly installed
Your marketing efforts and traffic sources driving visitors to your website
The more traffic and engagement your website receives, the greater the opportunity to capture and convert leads.
Can teams or brokerages use one account?
Yes. The platform supports unlimited users and domains under a single subscription.
Brokerages and teams can:
Add multiple users
Create multiple domains
Manage lead routing
Share marketing tools
Are there marketing tools included?
Yes. Premium members gain access to:
Landing page builder
Email templates
SMS templates
QR codes
Direct mail campaigns
Social sharing tools
These tools are designed to help agents generate more seller conversations and listing opportunities.
Is there a free trial?
Yes! We offer a 14-day free trial for Premium subscribers. For Basic Access, since there is no payment information required, there's no need for a free trial!
Where can I access support resources?
Support resources are available directly within the Wise Agent Knowledgebase. For access to more articles about the Wise Agent Offers & Leads add-on, click here. You will also find some helpful articles within your Wise Agent Offers & Leads console by clicking here.
You may also contact:
Wise Agent Support by phone or email
I’m having trouble with my integration. Who should I contact?
If something is not working properly:
Reach out to the Wise Agent Support team
Access live chat within the dashboard
Support teams can assist with:
CRM integrations
Website setup
Scripts
Lead syncing
Billing questions
Dashboard access
I've completed the Wise Agent Offers & Leads integration with Wise Agent. Will every lead that requests a home valuation or cash offer be added to my Wise Agent CRM?
Yes. Once your integration has been completed, new leads who request a home valuation, cash offer, or submit their information through your Wise Agent Offers & Leads pages will automatically be added to your Wise Agent CRM contact list.
Lead records may include available contact details, property information, valuation activity, and offer-related data when applicable.
What information is sent to my Wise Agent CRM when a lead is created?
The contact created in your Wise Agent dashboard will include the contact details, such as name, email address, phone number, and addresses. In addition to the basic contact information, you will also receive any applicable notes including property details, including number of bedrooms/bathrooms, square footage, valuation estimates, cash offer amounts, and any other miscellaneous property details. A personalized link will also be added for any valuations and cash offers within the contact notes.
If a lead creates a request for a Home Valuation/Cash Offer, will I have the ability to view the information generated?
This information will be made available in your Wise Agent Offers dashboard as well as within the Wise Agent dashboard. A personalized link will also be added to the Wise Agent contact record. So you can access that information or resend it to your lead as necessary.
Is there an easy way to determine which leads have requested a Home Valuation or Cash Offer?
Each lead created will have a category added to the Wise Agent contact record in addition to a unique source name. You will also have access to your own personal Wise Agent Offers dashboard as soon as you sign up where you can see a full list of every lead/visitor updated in real time.
Will my home valuation/cash offer links be added to my Wise Agent signature automatically?
No. You will need to manually add your personalized links to your Wise Agent signature. Click here for step-by-step instructions on how to add those links to your email signature.
Are the pre-built SMS/Email templates in Wise Agent Offers compatible with my Wise Agent CRM?
Yes, upon selecting the Email Marketing/Database Engagement option in your Wise Agent Offers dashboard, you can indicate which CRM you use and the templates that are generated can be copied and pasted right into your Wise Agent CRM. These emails are also designed to work with the existing placeholders in Wise Agent, so there is no need to make any adjustments. You can copy, paste, and send!
Is there anywhere I can go to view a demo of the Wise Agent Offers features and how they work?
Yes! You can access a 10-minute demo by clicking here.
*Wise Agent Offers & Leads is powered by iList.