ONBOARDING TODAY!! · Wholesaling Real Estate

Jerico Santos

20h (edited) • XLeads

ONBOARDING TODAY!!

06/09/2026

Topics covered:

XLEADS SIDE

Pulling leads

Skiptracing Leads

Importing Leads/Exporting Leads

Skydrive AI

How to create DND disable automation

Dispo Tab

CRM side

How to tag contacts with Power Dialer/other tags

Kinds of dialers inside your CRM/Google voice/Wavv dialer

How to reduce the risk of your phone numbers being tagged as spam in the trust center

Shaken/stir - Requires an EIN to get approved; being approved for shaken/stir ensures carriers can trust that your calls are genuine.

CNAM/Branded call - free service for your outbound caller ID to show your business name instead of your phone number

Voice Integrity - Requires Shaken/Stir to be approved before you can apply to it, improve pickup rates, and reinforce your brand’s trustworthiness.

Free caller registry / Requires business name/address/website/ you can register up to 20 numbers

Purpose: It is a resource provided by major carriers and analytics engines to allow businesses to submit their legal information and tie their phone numbers to it

This helps verify the business as a legitimate entity rather than a fraudulent caller

Intent: It was created to help prevent legitimate businesses from having their calls completely blocked due to being tagged as fraud

First Orion / free number registration/INFORM Branded Calling service-paid service

AFFIRM phone number reputation monitoring/Get insight into how your outbound calls show up on your customers’ phones and make sure you’re not being flagged as spam or scam.

Hiya,/Call inspection - to check if your phone number is coming out as spam or fraud

Hiya /call branding/ to show your business name as your caller ID, -paid service

TNS(Transaction Network Services) Branding and Call Authentication Suite/phone number reputation monitoring/spoof monitoring/call branding

How to get A2P approved / via the live chat agent

What to look at after getting A2P approved,

Messaging Compliance

Messaging Limit

Messaging Analytics

Failed rate/opt out rate

Restriction History

Q&A section

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