Title: Streamlining Listing Intake with Automation

The video demonstrates how to create and automate a listing intake process to ensure seamless communication and task management when a new listing agreement is signed. Key points include:

1. Form Setup:
– Create a listing intake form to capture essential details like transaction type, property information, and commission.
– Use conditional fields to ensure accurate data collection based on agent inputs.

2. Automation in Follow Up Boss:
– Automate tasks such as creating deals, applying action plans, and updating lead records.
– Trigger notifications and workflows to keep the process efficient and consistent.

3. Zapier Integrations: Enhance team collaboration with automated notifications via email or Slack.

4. Real-World Example: Demonstrates how agents can submit forms directly in Follow Up Boss to trigger automations and complete tasks effortlessly.

This system simplifies data collection, boosts efficiency, and ensures nothing falls through the cracks when managing new listings. This efficient system eliminates manual data entry, streamlines agent workflows, and ensures all necessary actions are completed automatically when a new listing is signed.

 All right, so in today’s video we’re going to go over creating a listing intake form. If an agent gets a new listing agreement signed. Now they need to communicate all that info to the team. So we’re gonna set up the form and some automation and then demo it. So start off creating the form. So we’re gonna create the form.

All right, so form type will be an opportunity form. Assigned agent. We’re gonna go with use the assigned agent in the lead record. Pipeline. We’re going to go Sellers. We’re going to go listed for the stage. Opportunity. Appointment Form. No, it’s not an Appointment Form. You want it to use template. Yes.

And we are going to use the Agreement Signed Seller Form. Alright, and Continue. Okay, now we have our new listing form set up, so we have different info on the type of transaction, type of property, lead type, address, price, is there a referral fee? So if this is yes, then these following fields will appear.

Agreement sign date, agreement expiration date, forecasted close date, is there solar, do we have a key, year built, transaction coordinator, is there HOA, secondary contact info, MLS description, notes. Okay. So we have our form set up. Now let’s go set up some automation. So we’re going to go back to the dashboard. We’re going to go over here to the automation platform, create a new workflow, continue.

All right. So now we need to select our trigger. So we’re going to go to InterFace forms and new listing sign form. So test the trigger.

And now we have our data, and so we have a few options, so we can filter by data from the form entry, we can send data into Zapier, so I’m going to go to Follow Up Boss, and we can apply tag, we can populate custom fields, we can update the lead record, and we can apply action plans. The reason that create deal, can’t be selected is Follow Up Bosssince this is an opportunity form, the deal gets created automatically.

I’m going to do apply an action plan, and now I’m going to select my action plan. So here it is, new listing. Alright, and now if you want to map data to any fields on the lead record, you can select populate custom fields. If you want to populate the commission field, you can search commission, test action, and save workflow.

All right. So now we’re in Follow Up Boss going over to our embedded app here seller pipeline and our new listing sign form. All right. So transaction type, traditional property, single family, lead type, team generated price, commission percent, five. Alright, so referral fee, so now if I select yes, now we’re going to get our referral fee fields. Transaction admin fee, yes.

Alright, so now we have stuff from marketing. If you want to require anything, if you want to collect this info from your agents, you can require the fields.

All right, now I’m going to submit. Now we get a note with everything that was entered on the form. A deal gets created in the listed stage with the price. The action plan that we set up got triggered. Let’s see, our commission field got populated. Task got added from the action plan. So virtually anything that needs to happen in Follow Up Boss when a form is submitted we can do address got added as the name, close date got added, and then obviously we can send the data into Zapier to send out notifications. We could do notifications from the action plan by at mentioning someone, but if you want to send the data through as a note that’s easy to do by sending the info into Zapier and then setting up like a Google email.

So a lot of different possibilities. We could do Slack notifications through Zapier. We’ll be building that into our system as well. But this is a great option for collecting data from agents when new listing agreement assigned right from Follow Up Boss. So they don’t have to go find a form outside Follow Up Boss.

And then you got to figure out how to get the data back into Follow Up Boss. This way, everything’s just done for you. We’ll be doing a pending form soon, pending form demo soon. So stay tuned!!