Real estate
Commission tracker
Logs each closing's commission, split and fees, matches the deposit and keeps your year's numbers current.
Rare
For real estate agents
Deal inbox keeper
Answers emails from clients, lenders and other agents using what he knows of each deal.
- Gmail
- Follow Up Boss
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery 30 minutes
- 1Read new emails from clients, lenders, title and agentsGmail
- 2Match each to the deal or lead in Follow Up BossFollow Up Boss
- 3Draft replies from the deal's notes and dates
- 4Ask you first before sending the repliesHe asks you first
- 5Send them from your GmailGmail
- 6Log each email on the person in Follow Up BossFollow Up Boss
- 7Text you what needs you today
- What you getAn inbox kept current across every deal, each email logged in Follow Up Boss, and the hard ones brought to you.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for real estate agents
Real estate
Review request sender
Asks every buyer and seller for a Zillow and Google review after closing, from Follow Up Boss.
Real estate
Showing scheduler
Requests showings for the homes your buyer picks, plans the order and sends the buyer the tour.
Real estate
Just listed marketer
Turns a new listing into a flyer, social posts and an email to your list, ready the day it goes live.