Core Account Setup for Admins

Short videos to get you running a better real estate business in no time!

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Getting All Your Leads Flowing Into FUB


The most important step in starting to increase your conversations is to make sure that your leads are all flowing into one central spot.

Recommended Email Set Up
Instructions for Lead Providers

 

 


 

Invite Your Team and Get Them Started on the Right Foot


Now that your distribution rules are set, you can invite your team into the system to start routing leads to them and having the system follow up on their behalf.

 

 


 

Automate Your Lead Distribution and Follow Up


Now that your leads are flowing into your Follow Up Boss account automatically, you can set up ‘Action Plans’ and ‘Lead Flow’ to automate repetitive processes and ensure every lead is getting followed up with.

Advanced Lead Flow Rules

 

 


 

How to Use Smart Lists to Never Lose Another Opportunity


Smart Lists are the secret weapon of highly efficient teams, as they dramatically reduce clicks and eliminate the risk of leads and clients falling through the cracks.

Step by Step Instructions for How to Setup a Smart List
How to Reorder and Manage Your Smart Lists

 


 

How to Hold Your Team Accountable to Maximize Production


Holding your team accountable is the ‘simple, but not easy’ part of running a productive real estate team. I have personally seen it triple lead conversion rates for a large team in a matter of weeks.

 


 

Import Current and Past Clients to Master Closing and Referrals


Centralizing your entire database into one system is crucial to maximizing results across your entire sales process, from new leads to repeats and referrals.

How to Use the Import Tool
How to Manually Add a Contact

 

 


We also have a training video series on daily use for agents.