Training Library

With an effective training plan in place, your potential in the real estate industry can reach new heights.

Sales Psychology Training with Chase Greene

Chapter 1- Growth Minset.mp4

Chapter 1 - Growth Mindset

Chapter 2.mp4

Chapter 2 - Personality Types

Chapter 3 - Body Language.mp4

Chapter 3 - Body Language

Chapter 4 - Competency.mp4

Chapter 4 - Competency

Chapter 5 - First Impression.mp4

Chapter 5 - First Impression

Chapter 6 - Discovery Process.mp4

Chapter 6 - Discovery Process

Chapter 7 - Sales Resistant & Acceptance.mp4

Chapter 7 - Sales Resistant & Acceptance

Chapter 8 - Obercoming Objections.mp4

Chapter 8 - Overcoming Objections

Chapter 9 - Urgency & Tiedown.mp4

Chapter 9 - Urgency & Tiedown

Chapter 10 - The Art Of Closing.mp4

Chapter 10 - The Art of Closing

Sales Psychology Manual

It is essential to understand how real estate connects people so you can determine what motivates someone to list or buy a house with you.

FUB Quick Tips

A Complete Real Estate Phone System

Get inbound calls to the right agents, power through call lists and track every call automatically.

People

Learn more about the person screen in Follow Up Boss.

Person Screen

Inbox

The Inbox is an intuitive way to orchestrate conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across web and mobile devices.

Team Inbox

Capture and track high-value leads using team inbox in Follow Up Boss. You can use team inbox for:

Centrally track inbound calls. (E.g. Sign calls, ad inquiries, etc.) Seamlessly connect priority leads with someone on your team. Handle all calling in one, central system. Ensure no calls slip through the cracks!

Team Inbox Settings

Learn more about team inbox settings in Follow Up Boss.

Tasks

Use Follow Up Boss tasks to remind yourself to take specific actions with a contact. Tasks help you focus on what matters to you at the point you are ready to action them.

Calendar

Learn more about the Calendar feature in Follow Up Boss.

Deals

Tracking your deals in Follow Up Boss lets you connect lead source to closed transaction. This can help you manage the process, see where your deals are coming from, and importantly, let you report on exactly how big your pipeline is.

Reporting

Team specific reporting provides insight into the performance of each of the teams you have in Follow Up Boss.

See which agents and teams are performing the best. Clearly focus on specific teams. Understand the precise pipeline for each team.

Admin

Learn more about the Admin tab in Follow Up Boss and your settings.

Lead Flow

The lead flow screen lets you select whether or not a new lead is assigned to a particular person or group for each unique lead source. You can also choose a lender to assign a new lead to and an action plan to be applied automatically when the lead comes in.

Groups

The Group feature allows you to combine multiple agents into a user defined group for lead flow in Follow Up Boss. This is what you would use if you wanted to distribute your leads in a Round Robin format or via First to Claim.

Action Plans

Action Plans prevent contacts from slipping through the cracks and keep your schedule on track. Use Action Plans for:

-Automatically sending an initial text message to your new leads.-Automatically sending a series of drip emails to your leads and contacts.-Automatically creating a series of follow up tasks on your calendar.-Automatically adding or removing tags on leads.-Automatically assigning or removing collaborators on leads.-Automatically changing a lead's Stage.

Email Templates

Email templates can be used for:

Sending 1:1 emails quickly from desktop or mobile appsSending batch emailsSending emails from an action plan

Text Templates

You can use text templates in Follow Up Boss which will also track your response rate.

Team

Use teams so that you can designate members of your team to your Follow Up Boss account.

Custom Fields

Account owners can set up custom fields to track additional data. There are four types of custom fields:

DateTextNumberDropdown

Billing

Learn how to find and manage your Follow Up Boss billing.

Stages

Stages in Follow Up Boss are perfect for tracking who a contact is to you right now. Keep your contacts' stages updated and you'll know when it's time to follow up again.

Phone Numbers

Learn more about the phone numbers page in Follow Up Boss.

Tags

Tags allow you a flexible way to categorize your contacts. Unlike stages, a contact may have multiple tags.

Integrations

Extend the functionality of Follow Up Boss by connecting it to the other systems you use.

Company

Learn more about the company page in Follow Up Boss.

API

Learn more about the Follow Up Boss API.

My Settings

Learn more about your settings in Follow Up Boss.

Best Practices for Follow Up Boss

If you want to further your growth with Follow Up Boss, Emily Smith, COO of Wemert Realty, has best practice tips for you.

1. Make sure that you understand your sources. Understand where everything is coming from, and break down how they’re getting into the system.2. Make sure your team knows how to use the system and provide resources that help everyone on your team get on the same page.One trick that might be helpful to this end is to train your team on these simple steps:• Get the source right• Get the stage rightPut these tips into practice and watch your team or brokerage grow.Lead Flow: https://help.followupboss.com/hc/en-u...Lead Stage: https://help.followupboss.com/hc/en-u...https://www.followupboss.com/

How To Use Zillow Premier Agent

How to Optimize Your Zillow Premier Agent Profile

Using the Zillow Premier Agent Mobile App

How Does Zillow Premier Agent Deliver Leads and Connections? | How It Works

At Zillow Group, we’re committed to connecting Premier Agents with real home shoppers active on our network of sites. Watch this video to learn more about how this process works.

Who Does Zillow Premier Agent Call With the Next Connection? | How It Works

The Premier Agent program is focused on making live connections between home shoppers and real estate agents. But who gets the next call with a connection? Here’s how we determine which Premier Agent we call.