Follow Up Boss integration
Connect Follow Up Boss in Joymore Settings so Joy can work in your team's Follow Up Boss account whenever someone on your brokerage team asks her to.
What Joymore does
Many brokerages use Follow Up Boss to manage leads and client follow-up, and Joymore handles the transaction files those clients end up in, reviewing each one as it arrives. Your agents keep working their leads in Follow Up Boss, with no change to how they use it.
Once Follow Up Boss is connected, Joy can work in Follow Up Boss when someone on your team asks her to.
What you can do
- Connect for the whole brokerage. Connect Follow Up Boss once in Joymore Settings so it is available across your brokerage.
- Connect for a single user. An individual agent or team member can connect their own Follow Up Boss account instead.
- Ask Joy for help. Once Follow Up Boss is connected, someone on your team can ask Joy to work in it.
Ready-made automations
From the Joymore automation library.
Start a file when a Follow Up Boss deal goes pending
Follow Up BossOpen 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
TransactionsView automationUpdate Follow Up Boss deals as files move
Follow Up BossKeep each Follow Up Boss deal stage in step with its Joymore file
When a file's status changes
TransactionsView automationAdd Follow Up Boss tasks for contract deadlines
Follow Up BossCreate a Follow Up Boss task for the assigned agent on each confirmed contract date
When contract dates are confirmed
TransactionsView automationLog file milestones as Follow Up Boss notes
Follow Up BossAdd a note to the client's Follow Up Boss record when a file reaches a milestone
When a file reaches a milestone
ContactsView automationMove closed clients to past client in Follow Up Boss
Follow Up BossSet closed clients to your past client stage and tag the closing date in Follow Up Boss
When a file closes
ContactsView automationFlag pending Follow Up Boss deals with no file
Follow Up BossAlert compliance when a pending Follow Up Boss deal has no Joymore file
Each weekday morning
ComplianceView automation
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.
Follow Up Boss and Joymore questions
How do I connect Follow Up Boss to Joymore?
Sign in to Joymore, open Settings, and connect your Follow Up Boss account. You can connect it for your whole brokerage or for a single user.
Do agents have to change how they use Follow Up Boss?
No. Agents keep working their leads in Follow Up Boss as they do today.
What can Joy do in Follow Up Boss?
Joy works in Follow Up Boss when someone on your team asks her to. Book a demo to walk through the requests that fit your team.
