Frequently Asked Questions
Last updated 30 April 2026
Converta Marketplace — Agent FAQ
Getting Started
How does the marketplace work?
Converta is a subscription-based lead marketplace. You subscribe to a monthly plan, which gives you a set number of lead credits each billing cycle. You use those credits to unlock leads that match your criteria — suburb, budget, buyer type, and more.
You browse available leads, see key details before committing, and unlock the ones that suit you. Once you unlock a lead, you get the buyer's full contact details and they receive an email introducing you.
How do I get set up?
When you sign up, you'll be prompted to:
Complete your agent profile — name, business name, and a short description
Set your buyer type preference — owner occupier, investor, or no preference
Set your preferred price ranges
Add your operating regions — this determines which leads you're notified about
Choose a subscription plan
Turn on Live Lead Alerts if you want real-time in-browser notifications
Once that's done, you're live on the marketplace.
Subscriptions & Credits
What plans are available?
Starter — $500/month — 6 leads
Advanced — $1,000/month — 12 leads + 1 rollover
Professional — $2,000/month — 25 leads + 2 rollover
Partner — $3,000/month — 40 leads + 3 rollover + dedicated account manager
Custom — contact us for high-volume or bespoke arrangements
All plans give you access to all leads on the platform. There is no pay-as-you-go option.
How do credits work?
When your subscription starts, your account is credited with the number of leads in your plan. Each time you unlock a lead, one credit is deducted. Your credits reset at the start of each new billing cycle.
If your plan includes rollover, any unused credits at the end of your cycle carry over to the next cycle up to your rollover limit. Rolled-over credits that aren't used in the following cycle expire.
What are bonus leads?
Bonus leads are credits added to your account outside of your subscription. They may be issued as a refund, goodwill credit, referral reward, or promotional offer. Bonus leads typically expire 30 days from the date they're issued unless otherwise stated.
When you unlock a lead, bonus leads are deducted first. Your subscription credits are only used once your bonus leads are exhausted.
You can check your current credit balance, bonus lead expiry, and cycle info at any time under the Subscription tab.
Can I upgrade or downgrade my plan?
Yes. Upgrades take effect immediately and are prorated for the remainder of your cycle. Downgrades take effect at the end of your current billing cycle. No refunds or credits are issued for the difference.
Leads & the Marketplace
What do I see before I unlock a lead?
Before unlocking, you can see:
First name
Location (suburb and surrounding areas)
Budget range
Buyer type (owner occupier or investor)
Property type
Purchase timeframe
Finance status
How many agents have already unlocked the lead
You do not see contact details until you unlock the lead.
How many agents can unlock the same lead?
A maximum of three agents can unlock any single lead. You can see how many spots are remaining before you commit. Once three agents have unlocked a lead it shows as Sold Out and is no longer available.
What does "Sold Exclusively" mean?
If an agent chooses to purchase a lead exclusively, no other agents can access it. Exclusive purchase uses additional credits from your account rather than a single credit. A lead purchased exclusively will show as Sold Exclusively on the marketplace.
How do I unlock a lead?
Click on a lead to view the full details. If it matches your criteria, click Unlock Lead. One credit (or more for exclusive purchase) is deducted from your account and you immediately receive the buyer's full contact details. The buyer simultaneously receives an email introducing you as their matched agent.
Can I filter leads?
Yes. You can filter the marketplace by state, budget range, and buyer type. Your operating regions are set in your profile and determine which leads trigger notifications — you can update these at any time under Account.
What is the "Sold Out" state?
Once three agents have unlocked a lead it becomes unavailable to everyone else. If you see a lead marked Sold Out, it has already reached its maximum. This is why turning on Live Lead Alerts and acting quickly matters — popular leads move fast.
The Buyer Journey
What has the buyer been told before I contact them?
The buyer found Converta through an ad or organic content. The messaging is straightforward — get connected with a buyer's agent who can help them find and purchase the right property.
We haven't promised them anything specific. No flat fees, no guaranteed outcomes. They've expressed interest in being connected with an agent.
Before you unlock the lead, the buyer has:
Completed the qualification funnel — answering questions on their property type, budget, location, timeframe, finance status, and buyer type
Received a confirmation email letting them know we're matching them with an agent
Received brief educational content explaining how a buyer's agent can help
When you unlock the lead, they receive an email introducing you by name with a short profile. From that point, the lead is yours.
How are leads qualified?
Every lead has completed a qualification funnel before appearing on the platform. They've answered specific questions about their purchase and provided their contact details. We then carry out an internal qualification check — this may involve database verification, SMS confirmation, phone contact, or a combination of methods — to confirm the enquiry is genuine and the person wants to speak with a buyer's agent.
Low-intent traffic is filtered out. If someone drops off halfway through the funnel, they don't become a lead.
How should I approach the first call?
The buyer knows Converta. They don't know you yet. If you open with "you enquired about a buyer's agent" it can sound like a cold call.
What works better: anchor to the comms they've already had. Something like — "Hi [name], the team at Converta asked me to reach out — I understand you're looking to buy in [location]."
Keep it conversational. Not every buyer is fully across what a buyer's agent does. Some are ready to go, some are still figuring it out. Your job on the first call is to bring them along, not close them on the spot.
How quickly should I contact a lead?
As fast as possible — ideally within one to two hours of unlocking. The buyer has been told an agent will be in touch and they're expecting your call. After a few hours, contact rates drop significantly. Speed to contact is one of the biggest factors in whether a lead converts.
What if the lead doesn't answer?
Follow up. Try at different times. Send a text. Send an email. The agents who get the best results are the ones who follow up consistently, not the ones who try once and move on.
My Leads & Pipeline
What is the My Leads section?
My Leads is your personal pipeline for every lead you've unlocked. It gives you a unified view of where each lead is at so nothing slips through the cracks.
You can update each lead with a deal stage and contact status as you progress:
Deal stages: New, Contacted, Consultation Booked, Consultation Completed, and more. Contact status: New, Not Reached, Contacted, Follow-up Scheduled, and more.
Why should I keep My Leads updated?
Keeping your pipeline updated helps you stay on top of your leads and ensures nothing gets missed. It also helps us understand what's working across the platform at a high level — we look at overall conversion rates (not individual lead details) to improve the quality of leads we generate. The more agents keep their pipeline updated, the better the platform gets for everyone.
Notifications
How do Live Lead Alerts work?
Live Lead Alerts send you a real-time in-browser notification whenever a new lead is posted in your operating regions. Given that popular leads sell out quickly, having alerts on gives you the best chance of seeing new leads as soon as they're available.
To turn them on:
Toggle Live Lead Alerts on in the top right corner of the marketplace
When your browser asks for permission to send notifications, click Allow
You'll now receive a notification whenever a new lead is posted in your regions
You can turn alerts off at any time using the same toggle.
Refunds & Replacements
Can I get a refund on a lead?
Generally, lead unlocks are final. You can see full lead details before committing, so you're making an informed decision.
That said, if a lead turns out to be genuinely uncontactable, has no intention of using a buyer's agent, or clearly didn't understand what they were submitting, get in touch with us at contact@converta.com.au within seven days of unlocking. We'll review it and if we determine the lead was invalid, we'll add a bonus lead to your account.
We want every lead to convert as much as you do — it's not in our interest to put bad leads on the platform.
What counts as a valid refund request?
Valid: the contact details are incorrect, the buyer is completely uncontactable across multiple attempts, or the buyer explicitly states they had no intention of speaking with a buyer's agent and didn't understand what they submitted.
Not valid: the buyer isn't ready to move yet, they're still deciding on location or budget, or they didn't convert after contact. These are normal parts of working leads and aren't grounds for a replacement.
Other Questions
How do I get in touch?
Email us at contact@converta.com.au. We're here to help and want you to get the most out of every lead you unlock.
For full details, see our Terms & Conditions and Privacy Policy.