Real estate
Deal inbox keeper
Answers emails from clients, lenders and other agents using what he knows of each deal.
Common
For real estate agents
Open house follow-up
Adds open house visitors to Follow Up Boss and thanks each one with homes like the one they toured.
- Follow Up Boss
- Google Sheets
- Zillow
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.
- StartsWhen an open house ends
- 1Read the sign-in sheet from the open houseGoogle Sheets
- 2Add each visitor to Follow Up Boss, noting who has an agentFollow Up Boss
- 3Find 2 or 3 similar homes for sale nearbyZillow
- 4Write a thank-you to each visitor without an agent
- 5Ask you first before sending the notesHe asks you first
- 6Send them from Follow Up BossFollow Up Boss
- 7Text you who writes back
- What you getEvery open house visitor in Follow Up Boss, and a thank-you with similar homes to each one without an agent.
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
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Commission tracker
Logs each closing's commission, split and fees, matches the deposit and keeps your year's numbers current.
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Review request sender
Asks every buyer and seller for a Zillow and Google review after closing, from Follow Up Boss.
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Showing scheduler
Requests showings for the homes your buyer picks, plans the order and sends the buyer the tour.