Follow up boss

Follow up boss is our CRM (Customer Relationship management)   system

You will be using this system to follow up with your entire database as well as following up with all new leads/contacts

 Start here to watch the Getting the most out of follow up boss ( Agents)

Next  watch this video on how to use FUB and Ylopo together

This video will show you how to prioritize your leads and follow up - using smart lists.

We recommend putting your smart lists in this order:

1. New - No contact

2. Ylopo Priority leads 

3. Follow up 

4. Recently active

These smart lists are numbered in the system for ease of use .

Utilize these success training topics to  help you understand the best way to set your self up for success with this system

Ylopo

• Ylopo 101 

• Steve Quick Guide to Ylopo, Follow Up Boss and ROVI Website

• Ylopo has created some great scripts you can use Here is a quick video on how to use their scripts - You can download the Script book from the hyperlink above

Dot Loop

Here you will find everything you need to get you up and running within your transaction management system  

Dotloop will enable you to keep all your deals in one place, send documents for e-signature , access realtor library forms and share with your Transaction Coordinator

• Here is a Link to dotloop training videos: Please watch the BROKERAGE AGENT TRAINING VIDEOS 

• Please register for a Live Dotloop Training webinar Here