Real estate
Transaction coordinator
Tracks every date and document from contract to closing and reminds the lender, title and agents in time.
For real estate agents
Sorts agents who ask to join by your must-haves, books the meetings you choose and sends their paperwork.
A replay with a made-up business and made-up data, so you can see each step.
6 steps, the same way every time, and one place where he asks you first.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
Real estate
Tracks every date and document from contract to closing and reminds the lender, title and agents in time.
Real estate
Answers new Zillow and website leads in Follow Up Boss with real details on the home and sets a follow-up.
Real estate
Adds open house visitors to Follow Up Boss and thanks each one with homes like the one they toured.
Real estate
Answers emails from clients, lenders and other agents using what he knows of each deal.