Wholesale leads for resellers and volume buyers

Summit does not publish rules on what a buyer does with a lead after delivery, and this page does not grant any right to sell leads on. How a buyer may use the leads it buys, whether for its own contact, for routing to clients or for onward sale, is discussed by email and agreed during onboarding, alongside return terms and payment terms. If your model depends on placing leads with other companies, email us to discuss it before you set up a campaign.

A first email that answers these questions makes that conversation short:

1. Which verticals, sub-types and states you want, and roughly how your end buyers are split across them.
2. What type of company your end buyers are, for example law firms, contractors, call centers or other brokers. Names are not needed at this stage.
3. Whether a lead goes to one end buyer or to more than one after it reaches you.
4. How you pass the consent record and the lead ID downstream, and how long you keep both.
5. Which delivery method you want, and whether you already run your own ping tree or posting system.

The answers are used to agree terms that fit your model before any live lead is sent. Terms, caps and pricing are set per partner and agreed in writing before going live.

A wholesale buyer usually has to describe a lead to its own clients before it buys one. The sample leads pages show the fields on Summit’s leads with invented values, field by field, so you can check them against your clients’ requirements or your platform’s schema:

• Sample car accident lead: claimant contact details, state, ZIP code, city and county, eight accident and injury answers, and the consent record fields.
• Sample roofing lead: homeowner contact details, property address, homeownership, timeframe, roofing material and project type.
• Sample bathroom remodeling lead: homeowner contact details, address, homeownership, timeframe and the bathroom project.
• Sample window replacement lead: homeowner contact details, address, number of windows, window style and frame material.

Flooring and siding and gutter leads have no sample page yet; ask for their field specification by email. The full specification for every vertical, with formats and required fields, is sent during onboarding, which is the point to map Summit’s field names to the names your downstream buyers expect.

A reseller that already runs its own ping/post system usually only needs to point Summit at an existing endpoint. A ping with partial, non-identifying data goes out, your system bids or declines, and the winning bid receives the full lead by post. Message formats, the response window, the example ping and post, and the testing steps are on the ping/post integration page; this page does not repeat them.

If your platform takes leads without bidding, direct post and batch delivery are set up per partner. Most MVA and home improvement partners go live within 24-72 hours after setup. Summit currently works with web leads, not calls or live transfers, so a reseller that sells calls to its clients needs a different source for that product.

TCPA consent is captured on every lead, with consent certificates. The post contains the full contact data, the lead fields for the vertical, and the consent record: the opt-in language shown, the timestamp, the IP address and the page URL where consent was given. For a reseller, the record matters twice: once when you check it, and again when your end buyer asks for it.

• Keep the record with the lead ID. Store the consent record against Summit’s lead ID in your own system, so any lead can be traced back to its original submission.
• Pass it downstream with the lead. An end buyer that contacts the consumer will want the same record. If your posting system strips fields, check that the consent fields survive the trip.
• Check the opt-in language against the use. The language the consumer saw is the starting point for any question about who may contact them and how. Read it with your downstream model in mind before you go live.
• Keep records for as long as you might need them. Record keeping for TCPA consent covers retention periods, formats and how records are used if a contact is questioned.

Companies that sell leads to other buyers take on many of the questions a lead generator faces; TCPA compliance for lead generators describes them. The FCC one-to-one consent rule was vacated and never took effect, but some end buyers still ask for seller-specific consent as a contractual choice; the one-to-one consent page explains what happened to the rule and what buyers may still require.

Return terms are agreed on the onboarding call, before you go live. For a reseller, the practical issue is timing: an end buyer may find a problem days after you passed the lead on, so your own client terms and the return window agreed with Summit need to line up. How returns work sets out the usual reasons and how a return is submitted.

When the same problem shows up across several clients, such as leads from a ZIP code nobody can serve, report the pattern by email with the lead IDs. A filter change at the source fixes it for every campaign at once. The lead quality standards page lists what to require from any supplier.