Real estate
New lead responder
Answers new Zillow and website leads in Follow Up Boss with real details on the home and sets a follow-up.
Epic
For real estate agents
Transaction coordinator
Tracks every date and document from contract to closing and reminds the lender, title and agents in time.
- DocuSign
- Google Calendar
- Google Sheets
- Gmail
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 a contract is signed
- 1Read the signed contract and its datesDocuSign
- 2Put every deadline on your calendarGoogle Calendar
- 3Build the checklist of documents and who owes themGoogle Sheets
- 4Ask you first before emailing the other partiesHe asks you first
- 5Remind the lender, title and agents before each dateGmail
- 6Update the checklist as documents come inGoogle Sheets
- 7Text you what is due this week
- What you getEvery deal's dates on your calendar, a live checklist, and reminders to each party before the date.
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
Open house follow-up
Adds open house visitors to Follow Up Boss and thanks each one with homes like the one they toured.
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Deal inbox keeper
Answers emails from clients, lenders and other agents using what he knows of each deal.
Real estate
Commission tracker
Logs each closing's commission, split and fees, matches the deposit and keeps your year's numbers current.