Start a file when a Follow Up Boss deal goes pending
Open a Joymore file and request the contract when a Follow Up Boss deal goes pending
When a Follow Up Boss deal reaches your pending stage
What Joy does
When a deal enters the stage you choose, Joy opens a Joymore file with the deal's property, price, clients, and agent, then asks the agent for the executed contract. A deal that already matches an open file is linked to it instead of creating a duplicate.
Who it's for
Transaction coordinator or compliance manager
Connects to
During setup
Joy will help you:
- Choose the Follow Up Boss account and the deal pipeline and stage that mean a deal is under contract.
- Choose which deal fields carry over to the Joymore file.
- Confirm how agents are asked for the contract and how possible duplicate files 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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