Always make sure you are updating the client stage to ensure action plans / automations work properly

Adding background information allows you to quickly remember important things about the client, ex:

• Motivation for moving

• Price range

• Communication preferences

All texting must be done through FUB given phone number. This not only allows the automations / action plans to run properly, but also gives you easy access to your communication log with your client.

All texting must be done through FUB given phone number. This not only allows the automations / action plans to run properly, but also helps you keep track of your communication with your client.

Always add your appointments to the calendar so that you and the client BOTH get notified before the appointment.

Some tasks may auto generate depending on the source and stage of the client.

Be sure to also set yourself intentional tasks to follow up with people based on your latest communication.

Upload ALL files pertaining to your client in their FUB profile, ex:

• pre-approval / proof of funds

• executed contract