Catch the replay of our deep dive into Interface Forms 2.0 with Follow Up Boss expert, Chris Snow! 🤩.

We covered how Interface custom-embedded forms eliminate agent error and manual steps, allowing your team to focus on sales, not data entry.

Here’s what you missed:

• The “One Option” Fix: Why having a single, required form for transactions (instead of relying on notes/tags) guarantees accuracy in FUB.
• Pipeline Automation in Action: See how the Florida Coastal Team uses forms to instantly update stages from “Lead” to “Under Contract,” automatically triggering follow-up emails and deal tracking.
• Disposition Text:  Send appointment disposition form to the assigned agent via text after the appointment to automate collection of appointment outcomes.
• Beyond the Basics: A look at future features, including advanced Analytics (goals, leaderboards) and AI contract data extraction to completely eliminate manual entry!

 So how are you liking the new, 2.0? How you’ve been up and running for a few weeks now? Yeah, we’ve been, using the 2.0 forms for like three weeks, maybe almost four weeks. But having the 1.0, we were still getting people doing the 1.0 form and then trying to take it over and two point it, it was a little messy, but now that we don’t have it, they only have one option, which is really good.

Perfect. Awesome. Yeah. We just, launched the redesign as well, so now it looks super clean. Yeah. And it looks like Fab did a update as well, so they have now more fields, custom fields in the deal stage, we probably need, you may have to make some adjustments. Yeah. We’re gonna, um, we’re gonna add those as, primary fields.

It’ll get pre mapped. Probably need a couple weeks on that and then we can, yeah. I mean, we could always just add the fields as custom fields and then map ’em. I think it’ll be a little cleaner if we get the primary fields up and running. Right, right. So we will give a couple more minutes for everyone to hop on.

Appreciate everyone being here.

How long have you been coaching with, chat lock? Almost two years. I primarily do, a lot of coaching within the reside community, and so I’ve been doing that since, the beginning of the year. So I’ve got, I think nine or 10 teams that I coach. And we do a couple coaching calls each month.

So it’s a lot of fun. Awesome. Yeah, it’s so much easier, figuring all this stuff out if you’re just learning from somebody else who’s already done it. Correct. Yeah. Yeah. You get to, uh, pay for, uh, you, you get to pay to, avoid hopefully the catastrophes that we went through to get there, so, yeah.

Exactly. Yeah. Avoid making those same mistakes. All right. We’ll give another minute. Still have a few people trickling in.

Mihir. Let’s make sure we have, looks like the chat is working. Do we have the question Q and a? Yes. Yes, we do. Perfect. All right.

All right. Let’s go ahead and dive into it. I want share my screen here.

All right. Can everyone see my screen? I got you. Awesome. All right. So optimizing follow-up boss, with Check Black and Reside Coach Chris Snow. So first thanks from interface. Really appreciate everyone being here. Appreciate, your time, hopping on in the middle of your Thursday afternoon. And also thank you from Chris Snow.

If you’re interested in his coaching services, you can reach out to him at chris@floridacoastalteam.com. So what you’ll learn on this call, how interface embedded web forms work within Follow-up us, how interface forms can automate everything that needs to happen within follow-Up US and how interface forms.

I’ve been set up within, the Florida Coastal Team’s follow boss account, so probably gonna be 30, 45 minutes. We’ll stick around after the presentation as long as necessary to answer any questions. Go ahead and type your questions in either the chat or the q and a section. Get out your notepad, start writing stuff down.

Action items, and this is being recorded. We’ll be sending it out, probably early next week. So before we dive into it, you know, who am I? Why should you guys listen to anything I have to say? I started my career, as a real estate agent back in 2007 per best time ever to get into real estate, when the market collapsed.

I actually transitioned to playing online poker professionally. I was living on the beach down in Mexico. You can see my office here. Best office ever. Poker is actually a very similar skillset to data science and analytics. You’re just mining data and analyzing statistics. After I stopped playing poker, I started learning how to code and Python and SQL and AWS and, ended up getting hired as a database manager for the top selling real estate team in San Diego.

Back in 2017, and then a couple years later I started interface as an automation and integration solution for Follow Up Boss. And so what does Interface do? We’re an automation as a service platform similar to like Zapier, but built specifically for Follow Boss. Our focus is keeping agents in follow boss and building.

Customizations that force them to do what they’re supposed to do and prevent them from messing everything up. Recently we partnered with, Kyle Whistle, the top team at exp, to build out our analytics platform. That is in the process of being launched. And we’re gonna have, some pretty awesome updates by the end of Q4.

A quick product roadmap. Our analytics platform right now, it is, available in beta to any of our form users. Eventually we’re gonna have goals and challenges and leaderboards and ROI reports. But right now we do have some pretty good reporting based on the forms being submitted.

The next thing we’re gonna be launching is our conversion ratio. This is what we have up and running right now, which is like a data table that you could build out and save different reports. Conversion ratios are what’s coming next, and the goal is to have goals by the end Q4. So anybody who wants to do their goal setting can do that in our platform for 2026.

Then our automation platform is our other product. This allows you to automate virtually anything within Follow upas. We have a lot of automation triggers that don’t exist in follow upas. We can trigger automation if when text messages are sent, when calls are logged, when people are updated, when deals are updated.

So if specific fields on the lead or deal is updated, we could trigger automation, emails, notes, appointments. Property inquiries. And so this allows us to automate a lot of stuff we can do. We can make smart list work a lot better. We can do automated agent accountability and you know, anything else you can think of.

So it’s pretty awesome. So who’s excited to see a demo? Go ahead and type yes into the chat and we will dive into it.

All right. So Chris, I’m gonna hand it over to you now I’m gonna stop sharing. All right. You want me to go ahead and, open up my screen, share my screen? Yeah, exactly. Okay. Let me, pull this up and

So Daniel, the one thing when we use forms, you know, prior to coming to interface, we used a very simple, Google form. And I know a lot of team leaders, use Google Forms.

’cause you know, most of us are using, Google as a platform to manage your email. You do Google Drive, the whole G Suite of services. And so, you know, using forms in there was just a way to, uh, you know, have a questionnaire either go out to a customer or internally, to be able to get support and services.

And so for us, for probably six or seven years, we were using just a simple Google form when a new property would go under contract, they go into our pending form, they fill out the information. Based on all that information we were able to put it into the systems that we needed, in order to track the business, to be able to start closing coordination and kind of give us that roadmap of, where are we at in the process, on that closing.

When I first saw Interface and I saw someone had an embedded form, I’m like. Wow, that’s interesting. I don’t have to actually have a separate system and now have all that information residing, on a Google spreadsheet that the team really doesn’t have access to. And so when we started having those conversations, you guys kind of opened up my eyes that, hey, there are a lot more forms that we can be, using, to drive our business.

And so it went from just going, I just need a pending form to. Hey, I wanna set an appointment and I want to disposition that, that the outcome of that, that appointment. And I would say that most team leaders have kind of that same issue where. You know, you want your database to be as close to a true reflection of what’s going on in your business as you can.

You know, it’s never gonna be a hundred percent, but it’s, you know, if, can you get it pretty close? Yeah. And I would say for us, one of the bigger challenges was like, we would get that, that pending form in, we would start working on the closing. I would go back and I would look at, you know, our pendings that we’re showing in follow up boss.

And, someone had not changed the stage for that particular customer. They were just still showing them in a different stage. And so anytime you were trying to pull information from follow up boss, it was up to the user or up to the closing coordinator to make sure that all of that stuff changed

then we would get to the point where we’re checking our pendings and we’re saying, oh wow, we got 50 pendings showing in Follow up boss. And then we look at our tracking software and we’re like, oh no, like 20 of those have canceled out. But inside a follow up boss, the stage never changed. So we canceled the contract, but.

The, the customer’s still showing under contract, but they’re no longer under contract. And so, you know that that’s where the sticking point comes. That’s where those frustrations come in. So, you know, and just, having a chance to chat with you guys. Like I said, it just opened up our eyes that anytime we want our team to request services from us, in the past we would just come in, you know, we got Peter Parker here, and we would tag our operations, person.

And say, Hey, can you do this, this, and this? I need this listing package. I need this done. Okay. For better or for worse, if someone came in and they forgot to actually tag the person and they just made a note. The coordinator doesn’t get it right unless she’s actually in that record. We moved it over into an embedded form. And so now we have the embedded form with, interface 2.0. And so for us, all we’re gonna do, if, let’s just say we’re gonna book an appointment right now, I see that this, person’s in lead stage, which means that they’re getting automations.

And any emails that have to be with someone that we have never had a conversation with, we don’t. Know who they are, and we’re just trying to get them to reach out. If I want to take that person and now create an opportunity, I’m gonna say they’re either a buyer or a seller. In this case I’m gonna say that they’re a buyer, and then I’m gonna choose what buyer forms do I have, do I wanna just add them to my pipeline?

Do I wanna set an appointment? Once I’ve set an appointment, do I want to go back and disposition that? And I can do that as a text message and do it right from my phone, or I can actually, come right back into the form. Or did I get a buyer, brokerage agreement signed? So I’m just gonna say, Hey look, we’re, uh, we’re gonna go ahead and, um.

Set an appointment for this person. The form comes in. Who was it set by? Was it set by an ISA or was it an OSA? I’m setting it for myself. So I’m the OSA, and then I’m gonna choose myself in the list. And then all I’m gonna do is start putting in the dates, all the stuff that I already know. I’m gonna do an appointment, it’s gonna be this afternoon, it’s gonna be at 5:00 PM.

And what’s the duration? I’m gonna go an hour. Where’s the location? I’m either gonna meet at my office, zoom Inquiry address. So I’m just gonna say it’s gonna be by Zoom. ’cause we love Zoom appointments. And then the appointment type. I’m gonna do a buyer consultation. It’s actually gonna be a Zoom call.

So that’s my appointment type. And all of these, you guys actually, pulled directly from our follow-up boss, appointment types, and, appointment loca or, appointment types and, outcomes. And then I would enter my zoom link that I’m gonna do on that appointment and anything else that happens to go with this.

Now the beautiful thing about this is that whenever this is now put in here. And, we will discuss the map of St. Augustine, Florida. Okay. And then now I’m just giving a little bit of information about the, the buyer itself. And have they been pre-approved? Yes. Inquiry address. I’m just gonna do test, test, test.

 

And additional info, none. And now I’m gonna submit that and now some automation’s gonna happen. The form has now been pinned. It’s now a note right within followup boss. I should have gotten an email from this confirming that appointment.

The appointment is now set within follow-up boss, a new deal is created. Now I’ve got a way to start tracking this person. And now my stage has now moved to appointment set. And depending on what you have set up for, any sort of automation, some of our stages when either the F stage, changes or the deal stage.

Over here changes. We have some additional automation that goes out. So like, if we were to move this to a pending, the person would start getting information and emails, things that we want them to know about what it’s like to be under contract, what to expect next. And it’s all those things that you have the opportunity to create automations to start.

They only work if people are using the right stages and using the right follow-up boss stages and being able to, in this particular case, track off of appointments. So that’s what I’ve loved is that it’s made it super simple that instead of me having to come over and do three different things after already creating an appointment anyway.

So if I were, if I were just creating an appointment just in fall, I had to do all those things anyway. Or most of them. And so just a couple of extra clicks, I got more information and more stuff is done for me, and we take the guesswork out of, you know, what stage should it be. The agent doesn’t have to worry about moving something so that that’s, that’s what our appointment set and what each of these, individual forms will end up doing.

Yeah. And what’s also about the forms is you can require certain fields be, submitted and so then you know that your automation’s gonna run correctly. Because the fields that the different automation is dependent on is gonna get filled out. Where as you, like you mentioned before, if you’re relying on a agent to remember to at mention the TC in a note, that’s only gonna happen some percent of the time.

Less than a hundred percent correct. And when you require it on the form, you know it’s gonna happen every single time. Absolutely. Yeah. And so now if I need to disposition this, so we’ve, we’ve gone on the appointment, um, yeah. And normally I would have that text message. I don’t even have to come right back in here, but you guys send the text message.

I click on that text message and then I, all I’m gonna do is I’m gonna disposition this buyer and I’m gonna fill out the form. And to clarify that for everyone. So when the appointment form is submitted, we schedule a text to go out to the assigned agent, after the appointment, and you could set up multiple.

Reminder texts. So if they don’t fill it out the first time, you can have a backup text go the next day, which will be a link to the form that says what happened on the appointment. And so it’s the same form you’re looking at right now. They would just fill out on their phone. And so I’m gonna go in and say, did this happen?

Yes, no. Or rescheduled. Those are really my only options, right? Mm-hmm. So I would say, yep, it absolutely happened. We met today. And then what was the outcome? And again, these are the outcomes directly, the ones that we felt like we wanted to be tracking and follow up. Boss, you guys pulled those, directly over since this is a buyer, it’s a BBA signed.

Any notes, um, I just may put, uh, ready to purchase when they find the right home.

All right, so now that’s gonna get added as a note and, what are the steps next? Nothing, and I’m just gonna submit that form over. Then you should see that pop in here. And then we have these set up so that whenever these forms are completed, they’re actually going to our entire administrative team.

Mm-hmm. So we use one email address, it’s a group email admin at Florida Coastal team. And that goes to me, our sales director, our director of growth, our closing coordinator, our listing coordinator, and our virtual assistants. So that way. I don’t have to determine who needs to see it. If they need to see it, they’re gonna get it.

And uh, obviously if we want to, uh, drill down and have a bunch of different emails, we can certainly do that. But we try to make it simple and just have one email address that’s going out to the appropriate group. But everybody gets notified of the email, so they don’t even have to go into follow up boss to see what happened.

So my sales director, he can now look and go, oh, great, now we’ve got, you know, someone that we need to be tracking. We got a buyer agreement sign, which means we’re a little bit closer to getting, some, some, hopefully some revenue. Now what you’ll see is that. On this, you can see this section here was the type of appointment, and now the outcome is right underneath there.

So when you start tracking your metrics of how many appointments do I need to go on and how many, you know, what’s the outcome? Did I, did I win the appointment? Did I not win the appointment? When, when agents are filling out the form, they don’t have to worry about telling us what happened, in the appointment section itself.

The form will actually drive that for them, which helps us with our metrics to be able to go back at the end of the year into of the quarter and now help coach them, to what their individual metrics are. And then as you see over here, the deal stage, let me update, refresh. Yep, that’s it, Matt.

So appointment met and buyers. It should be moving this over to, deal stage. It should end up moving this over into buyer contract, and if it doesn’t, we’ll get with Mihir to make that update. Then over in this section, again with the appointment set, this will end up driving and moving that over to appointment.

That should end up going over into our appointment med, either future opportunity with this one. I noted that it, they signed off, so it should end up moving over to an active customer and then, it redirected since it was a. Agreement signed it automatically went to the next form that needed to be submitted, which was the agreement signed form.

I think we’re gonna skip that, form and go straight to pending though. Okay? Yep. So once I bring this over and I want to go to. Pending, and that might be why I didn’t, switch everything over, is I didn’t fill out the form completely. The, so it went to met, when the MET form, the disposition form was submitted.

Then it redirected to the agreement signed form. And so I think that form would’ve needed to be submitted to have the, automations kick off. Yep. So our next stage at that point is now they’re outgoing looking at property. They can still go back in and, book individual appointments for multiple showings, using the same formula and it keeps their stage in the right stage and they can continue to go and, and, um.

You know, set multiple appointments with that buyer, without it changing the stage until they’re ready to change the stage, which our next one would be our pending buyer form. And with this, I’m either going to choose if this was already an active pending, I can cancel that pending, but I’m gonna keep this as a transaction.

And it’s either a new construction, we’re referring this out, I’m just gonna say it’s a regular transaction. I’m gonna go ahead and put into the, address. Here, St. Augustine, Florida, and then. So these are all the questions that we personally said. These are the things that we need to know about, every transaction that comes in.

What’s the important one? How much are we making? What’s our actual percentage that we’re making? What’s the effective date that, the contract takes place? And then let’s go ahead and get our closing date out there. Quick closing. And again, all these, red dots are required so we. Do not allow them to skip these sections.

’cause we absolutely need to do these, lead source. We just have our folks go ahead and copy and paste whatever is showing in, follow up boss. So that way our metrics and our tracking is correct. For us, we wanna know if they are, SOI for an agent. You know, where did that SOI come from?

We have our transaction fee automatically loaded in there. So if you guys do a transaction fee, they can just have that input in there. So it’s always in there. Seller pay, closing costs, I’m gonna put in this one. No, we’re not gonna have any seller paid closing costs.

Pop her down there. If you have multiple transaction coordinators, this is where you would have the opportunity, to choose which one. I’m not paying out a referral fee and I don’t have an ISA on that one. Is there an agent on the other side of the transaction I’m gonna put yes, someone outside our team.

When you do that, it actually opens up some additional questions that weren’t there before, and I’m just gonna get through these and. Yeah. And so we could do, dynamic logic. So if a field equals this, then show these other fields. That way your agents are only seeing the fields that are relevant, because in Follow Boss, it’s just a big list of fields.

Whether you’re looking at custom fields on the lead or custom fields on the deals, it’s just a big. List of fields, there’s no way for the agents to know what to fill out. And so we can map any of the data from the form to any of the fields and follow a boss so we can make sure to put the data where it needs to go.

And the agents are confused on what, what they need to fill out. There you go. Yep. And so in this case, we’re gonna tell ’em what type of loan, in this case, I’m gonna say cash, title company. Here’s our preferred. If you’ve got a title company you work with all the time, they can just build that right in there, so, you know, you don’t have to keep adding their information over and over again.

For us, we wanna know where’s the paperwork? It’s in our dot loop and it’s in our Google Drive. Any notes, about the contract itself? So if there’s something, you know, a little different than a traditional transaction, maybe there’s a post occupancy that needs to happen. Maybe there’s some additional closing costs, maybe contingent upon the sale of another property.

We would put those in there because we want our administrative team to know. What are the things that we need to be looking at during this conversation itself? And so again, we got right in there and you could put all that, example of what might be in there. And then the last thing is we will take a link to our Google Drive folder and, make sure that is in there.

And then when you hit submit, it doesn’t like the dashes. As soon as I hit submit again, the automation’s gonna go in place. You’ll see the form gets filled out. This gets emailed to our transaction coordinator. So when she’s looking at, she can actually print this right out if she wants, whatever tracking software you guys might be using with that.

But we just built all the things that we knew that we needed to fill out in our tracking software, so that we had all the bits of data and it takes the agent, as you saw, maybe a minute or two to fill the form out. But this form saves our closing coordinator probably 30 to 45 minutes of time searching through the contract to get these specific details.

As you can see, that opportunity now has the address up here. It has the pending stage. Now I’m impending in my deals. So that’s moved over and now you’ll see my stage is under contract and you’ll start to see that there’s automations that are now going out, sending emails to this customer, basically congratulating them for being under contract.

What to expect next and over the next couple of days while they’re in that, inspection periods. It’s just all the things that we want to tell the customer that a lot of times we fail to, we forget to, we get busy, we have the emails going out and, those are driven by the deal and the deal stage.

And because the agent’s not responsible or my closing coordinator, is not responsible for manually making those changes or adding tags by just filling out the form, it does what it’s supposed to do. Exactly. It just takes all the guesswork out. Yep. And the cool thing is, is again, this is, one of those things that we want to be real time with our team with.

Everything that’s happening. And so, Mihir was able to build a zap, so that when we have a new contract that’s filled out, a new pending or a new listing, we have it where it automatically puts a post out on our Slack, channel, and it congratulates the person, gives a little detail about it.

So that way our agents are getting recognized and rewarded right away, when they fill these forms out. Exactly. So builds that habit. A little bit of celebration, definitely helps and so glad you mentioned the Slack automation. So, you know, we could send data into a lot of other platforms.

Our system can send web hooks into Zapier, so anything that Zapier can connect to. We can send the data so Slack, we can send it into a spreadsheet. We have document upload, fields, where we could load documents and then we could add those documents to like Google Drive. The plan is, we’re working on a Sky Slope integration.

Now, we plan on doing a, dot loop integration in Q1. So then we’ll have a field on the form where you can search. Your transactions in dot Loop, select the dot loop transaction and it’ll pull all the data into the form. So anything that’s already in dot loop, you won’t have to reenter on the form if you’ve already entered it in a dot loop.

Yeah, it’s gonna be awesome and we will be able to potentially pull documents outta dot Loop and move them into Google Drive. So it’ll, it’ll definitely automate a few more steps for you once that’s up and running. Yeah. And, and so again, for us, the, the biggest thing is, is that we know where people are in the process based on their deal stage and or in their sub stage.

And we know that. 95 to 99% of the time. Now it’s accurate. Especially if they filled out one form at all, that gets on our radar and now we know that we’ve got something that we can be tracking and, you know, hey, I love our team. They’re gonna miss opportunities. So they may, miss something and not put the original appointment that they were going on.

And so they just go right into the form and they skip to whatever stage they’re actually in now. So if they didn’t log the appointment, they didn’t have to disposition anything, but they got, their buyer brokerage agreement signed. They can go right into BBA signed, and then that’ll create the deal stage and the f stage right where they’re at.

Again, if they miss that part and they go right to pending, right? They just woke up one day and now the buyer is in pending. They can start the stage right then and there. So it doesn’t matter where you start. You can have that stage pickup at any, stage of the process.

‘Cause as we all know, for an agent with their sphere of influence. Sometimes you don’t hear about that until, it’s pending and so you can start it from any stage. The system’s very flexible. This is, the Florida coastal teams stages, but there’s no, set in stone stages that you need to use.

Our forms can be associated with any. Follow up pipeline and stage. And so if you have a unique sales process or if you want to have a set of forms for referring deals out, and so you have like a referral pipeline to track your referrals, or if you do lending and you want to track, your mortgage pipeline, very flexible.

It could be used for anything. Yeah, and, and like you say at the beginning, it opened up our minds to like. What forms could we add to do everything and think about everything that we have people creating notes inside a F to alert people to do certain things. And so a big thing is on our listing side.

We’ve got multiple, different stages. We have an initial appointment set, but with that, our agent needs support. Our listing coordinator gets notified and they’re just telling like, Hey, what do I need to have done? I need a dot loop created. I need, a form, a package, filled out.

Here’s the price point that the, listing’s gonna be in. So all these things that they would normally be tagging and putting in a note for our, coordinator. When do I need the appointment? When’s the latest? I need to pick up the package. All of those things are right in the form, and so there is no guesswork as to, someone’s going on a listing appointment.

When do I need to have this information back to them so that they could go on that appointment? Once they go on that appointment and they get the listing agreement signed, now, okay, what do they need? When do the photos need to be? What listing package did they choose? Yeah, so think through those things of all those questions that you’re asking your agents once.

They get to a certain stage with a buyer or seller and just put it in a form and then have that, drive everything that’s gonna happen with your follow up boss. And because the way it’s normally done at most teams is a back and forth nightmare between the agent and the listing.

You know, listing coordinator. So agent gets a listing, they send the listing coordinator the absolute bare minimum info to get started. And then the listing coordinator’s sending an endless stream of emails. Trying to extract the rest of the data. And so by having a form, it requires the agent of just putting it all down at once.

They’re not gonna like it, but it is gonna save them and the listing coordinator a lot of time. And so just, it’s peeling the bandaid off all at once. And now everyone can go, the agent can go back to getting the next listing, and the listing coordinator can have all the info they need to do their job.

And not have to painfully extract it from the agent. So it looks like Nancy has a question. So they can upload the buyer contract. We do have document upload forms. So it’ll load the contract, it’ll send the contract to whoever it needs to go to. The long-term plan is, we’re gonna build, some AI into it that’ll actually pull data from the contracts.

So eventually. What you’ll be able to do is any of the data that’s on the contract, you’ll be able to load the contract, it’ll extract the data and populate all the fields with the data from the contract. Then they don’t need to enter, you know, most of the fields on the form will be entered for them.

Just by extracting the data from the contract. So we’re planning on building that over the next, ideally six months. But sometime next year we’ll have that contract, AI in place. And so for dot teams, we’ll be able to pull the contract from dot loop, read the data from it, and then populate the form.

So it’s gonna be pretty awesome. We’re looking forward to it. Anything that keeps us inside of f as long as we possibly can without having to leave it, makes it, a lot more efficient for us. And you know, as much as anything, when you start having your agents go outside of f they’re probably not gonna go look for stuff.

But if all of a sudden this stuff is being added into f and it’s, notes are being added. Things are happening automatically. That at least gives the agent an alert that something’s happening on that file. Something’s happening with that particular customer. Yeah. And we all know it’s challenging enough to get them to go into follow up boss.

Follow Boss is great, super intuitive, but getting them in that platform is challenging enough. So having them go into multiple platforms is just painful. All right. So we do have, some, some. Discounts for everyone who’s on the webinar. So I’m gonna share my screen again, and, I’ll show you guys how you can get, some, a discount if you guys want to build this into your system.

So here come the goodies. For a yearly subscription, normally our setup fee’s, 6 49. For 12 forms, we’re gonna add in three months of our automation platform and set up for automated stage updates. So this is great for any Zillow flex teams. So when the calls are logged, we can update it to attempt to contact or spoke with customer.

So we’re gonna include three months of the automation platform for free. Our 12 forms is 178 a month. With the, forms and the disposition text. The 6 49 and 2 98 plus the 2136 is normally 3083, and we’re gonna give it for 12 9 1 time. This is good until, the end of the month.

We’re about to show a QR code where you can go and subscribe. We do have a monthly option as well. So if you scan this QR code, it will take you to the sales page so you can get all of this for 1299. If you just want to try it out for a month. It’s about 827 normally.

And we’re gonna discount it to 4 99 for the setup and that first month.

And, if you scan this as well, if you want to do a demo first. It’ll give you an option of, scheduling a demo. Now does anyone have any questions? Lemme find my, my chat disappeared. Daniel, I will say, getting set up with Mihir and Joel, you guys have been great. Just being able to jump on a weekly call, getting our forms set up, tested out, showing us how to make changes, which, you know, moving from 1.0 to 2.0 gave us, you know, even more flexibility to go in and adjust some forms or create our own forms.

So just having that flexibility is really, really cool. How’s, how’s, going into the form builder? Is it. It was intimidating at first. And, you know, we’ve done, we’ve taken the baby steps of going in and editing existing forms and adding additional questions. There’s a form that I think we’re gonna add on and, we’re, we’re gonna wing it and see if we can get it in there correctly and then ask Mihir to fix it, once we mess up.

It’s pretty intuitive, pretty easy. Once you get the hang of doing the first one. It’s not much different than setting up a Google form. Right now we have it set up where the main fields in follow pass are available as primary fields, and so you don’t have to worry about doing mapping at all.

But we do have a mapping area where you can map any of the fields. And so it’s so much easier than. A lot of teams try and do it with a Google form and then they try and get the data into follow-up boss using like Zapier and it, that’s super challenging because even if you do it perfect, you have to use the email to map it.

And if you have a duplicate in follow-up boss, you know, let’s say you have a lead, that same lead assigned to two different agents, one of ’em has a sphere of influence. You know, the agent can fill out the form and it goes to the wrong lead record because Zapier doesn’t know which email.

So it’s nearly impossible to integrate an outside form system with Follow boss, and do it in a way that’s reliable. So our system just makes it super easy to integrate forms with Follow Boss. What is the disposition text? The disposition text is where we send a text to the assigned agent after, the appointment.

So when our appointment form is submitted. It will schedule the text to go out based on when the appointment is, and you can, set it however you want. So you could say 30 minutes after the end of the appointment, or an hour after the end of the appointment, and 24 hours after, so you could have multiple texts go out, because we all know anybody who has a, a team of ISAs.

The bane of every is a’s existence, is chasing after agents to find out what happened on the appointments they set. And so this allows you to automate that process. It’s not gonna get a hundred percent because agents are agents, but it’ll probably cut down on the chasing, you know, 50%. Just because as the agents coming to the end of their appointment, they get a text, you know, they know it’s fresh.

What happened on the appointments right there, they just click on the link. And it pulls up the form right on their phone and they just fill it out right on their phone and it’s gonna sink back into Follow Boss with everything that happened. So, that, is a great feature if you have ice. A, if so, we do have a, a four form, subscription.

If you don’t have ices and you just wanna. Buyer pending seller, pending seller listing form. Go ahead and schedule a demo, because we do have an option, that’s a little less expensive if you only want four forms. Uh, but just for simplicity, uh, we, uh, we’re doing the same subscription, uh, that Chris is set up on.

Uh, let’s see. We have Maverick, which sends disposition text. Would your software interfere with Maverick or be duplicating anything there? A lot of teams use this with Maverick. Since Maverick can send out texts when the appointment is created, you could use our appointment form to create the appointment and then have Maverick send out the text.

We are working on similar types of analytics as Maverick, so if you’re, depending on what you’re using Maverick for, our system can help. Like if you’re using Maverick for a lot of their analytics, what they do is they pull data from the deal if they have certain fields on the deal. Where you need to put dates for different stages of the transaction.

And if you don’t have those dates there, Maverick’s reporting isn’t gonna be accurate and you can’t require those dates be entered. So a lot of teams that have Maverick just don’t have accurate data. And so you could use our forms to populate those dates. And it’ll make your Maverick reports much more accurate.

But it really depends on what you’re using Maverick for. We’ve had a lot of teams switch from Maverick to us. We’re a little less expensive, at least for now, before our analytics are fully up and running. So it might be an option to switch to us from Maverick. But we also have a lot of teams that use us with Maverick to make their reporting a little better.

Uh, and, you know, depending on. A lot of teams don’t like having to go into Maverick to fill out their appointment thing. A lot of teams will use our form to create the Fall Boss appointment, and then they’ll use the Maverick, text. However you want to do it, it can work with our system, can work well with Maverick, but it also could be a potential replacement.

Do we have any other questions? Lemme go back and see if I missed anything.

Mihir, do we have anything in the Q and a no, nothing on the q and a. All right. I think we hit 45 minutes. Right on the dot. Any other questions?

Yeah, I think we’re good. Chris, really appreciate you being on here. Your follow up boss account is set up great. Can you remind everyone the email? Yep. It’s chris chrisatford@coastalteam.com. Chris at Ford to coastal team.com. Perfect. So if anyone wants, to inquire about Chris’s coaching services, you can reach out to ’em there.

We will be sending out this recording, probably Monday or Tuesday. Your attention is gold. Appreciate everyone being here. Thanks everyone. Thanks Daniel. God bless. Have a good one.