File work, handled in the background. Joymore agents handle real estate brokerage file work in the background. See the workflow
Contacts

Move closed clients to past client in Follow Up Boss

Set closed clients to your past client stage and tag the closing date in Follow Up Boss

When a file closes

What Joy does

When a file closes, Joy finds each verified client in Follow Up Boss by exact email or phone, moves them to the stage you choose, and adds a closing tag. Uncertain matches go to internal review, and existing contact details stay unchanged.

Who it's for

Agent or client experience lead

Connects to

During setup

Joy will help you:

  • Choose the Follow Up Boss account and the past client stage.
  • Choose the tag format for the closing date.
  • Review any action plans that start on that stage before turning this on.

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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