Login Page
Username
Your Username will be your E-Mail
Password
Your Password will be curaytor34
Need a New Password?
STEP 2
Personalize Your Settings
Personalize settings & connect email
This is the start of streamlining all of your communication in Follow Up Boss.
Mobile App & Notifications
Download the Follow Up Boss app & enable push notifications for instant alerts on text messages and new leads.
STEP 3
Importing Your Contacts
Import existing contacts Keep all of your contacts in one place. Use Follow Up Boss's import tool to import your past clients, sphere, leads and contacts.
Click the name of your CRM for export instructions
STEP 4
Action Plan & Template Settings
Have a new team member? Here's step by step instructions on how you add them to FUB. We'll also help you understand the difference between admin, agent and lender and the different levels of access
Engaging your leads
Use action plans to automate your initial follow-up. Communicate with all of your leads & contacts in FUB.
Emailing your leads
We’ve got all of your email needs covered. From email templates to email sharing, it’s all here!
Texting your leads
You can text right through Follow Up Boss and have your messages tracked.
Calling your leads
Make calls through the Follow Up Boss app. Easily capture all of your calls and call notes by logging your calls.
STEP 5
Company Settings
For Owner/Admin Only
This is where you will update your companies Information. If there are compliance/requirements that must appear in all signatures, you will add that here under Permission Reminder under company settings.
We'll show you how to add a virtual phone number to text out of the FUB app which prevents having to text from your actual phone number.
STEP 6
How to Add Team Members
Have a new team member? Here's step by step instructions on how you add them to FUB. We'll also help you understand the difference between admin, agent and lender and the different levels of access
STEP 7
Mass Action Settings
If you want to perform a specific action to an entire list, we'll teach you how to select ALL the people based on a certain criteria. For example, mass e-mail, mass tag, mass export etc.
STEP 8
Smart List Settings
Create smart lists by filtering your list of contacts by specific criteria. These should be people that you want to follow up with or keep a closer eye on. In this video we will show you have to save these lists to easily access them everyday!
STEP 9
Lead Flow Settings
Automate your lead distribution and follow-up
Lead Distribution Distribute leads to your team members. Set up rules to automate lead distribution.
STEP 10
Group Settings
When you set up a group of agents, you have a choice between "Round Robin" and "First To Claim." We'll explain the difference and details about each in this video!
CONGRATULATIONS!
You Have Completed Step 2 of 2!