Follow Up Boss

Lead is generated on Zillow

FOB parses the email notification instantly

Action Plan triggers an immediate personalized SMS

Lead is assigned via Round Robin to an available agent

Create a Smart List for leads with 'Last Communication > 30 days'

Apply a 'Re-engagement' Action Plan

Pixel detects lead returns to website

Agent receives push notification to call lead while they are active

Access the Reporting Dashboard

Filter by 'Speed to Lead' metrics

Identify agents with low contact rates

Re-assign leads from underperforming agents to top closers

Add lender as a 'Collaborator' on a lead profile

Lender receives real-time notifications

Both parties log notes in a centralized timeline

Split lead costs via co-branded marketing reporting

Use a digital sign-in form (e.g., Spacio) integrated with FOB

Leads flow into CRM automatically with an 'Open House' tag

Automated 'Thank You' text is sent 1 hour after the event

Agent schedules a follow-up task for Monday morning

Lead clicks a property in an email marketing blast

FOB Pixel tracks the visit and property price point

System updates the 'Last Activity' timestamp

Agent views the specific property link the lead clicked before calling

Tag leads by source (FB Ads, Google PPC, Direct)

Track leads through to the 'Closed' stage in FOB

Run a Source Report to compare Cost Per Lead vs. Revenue Per Source

Reallocate budget to the highest ROI channel