Applications
Follow-up Boss Management
Communication Hub
Integrating text messages
Integrating emails
Direct Caller and call summaries
Contact timeline
Lead Capturing and Managing
Manage leads the come in from sources
Set assignment rules allowing them to be redirected
Create action plans and smart list
Email and text templates
Action plans and task
Due dates
Reminders
Notes
Mobile App set-up/ Integrations
IOS app set-up
Dotloop Integration
MLS
Listing Input & setup
Listing agreement
Confirm properties accurate documented details
Upload required documents
Media & Marketing
Upload MLS compliant photos
Ensure marketing team is aligned with live listing.
Status Updates
Active - under contract - closed/ cancelled/ expired
Pricing updates
Showing availability
Communication Management
Monitor inbox continuously during business hours
Maintain confidentiality and professionalism in all email correspondence
Maintain email templates for common responses
Flag urgent emails
Draft professional responses
Organize inbox using folders/labels.
Archive or delete spam, marketing, and nonessential emails
Forward or summarize key emails to the broker
Track email threads related to active transactions
Confirm receipt of critical documents (contracts, addenda, disclosures) via email
Prioritize emails and phone calls related to contracts, offers, inspections, appraisals, lenders, title companies, and legal notices
Monitor deadlines communicated via email and add tasks/reminders to CRM or task management system
Escalate issues or conflicts identified in email communication to the broker immediately
Keep a daily email activity log or summary for the broker