Log file milestones as Follow Up Boss notes
Add a note to the client's Follow Up Boss record when a file reaches a milestone
When a file reaches a milestone
What Joy does
Agents see deal progress in the CRM they already work in. When documents clear review, a signature completes, or a contingency is removed, Joy adds a short note to the client's person record. Notes stay internal, and Joy sends no messages to clients.
Who it's for
Agent or transaction coordinator
Connects to
During setup
Joy will help you:
- Choose the Follow Up Boss account.
- Choose which milestones create a note.
- Confirm how clients are matched to Follow Up Boss people and how uncertain matches are reviewed.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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