Daniel: All right. Let’s get it started in here. Do we have this recorded here? Yeah, awesome. How’s everyone doing? Everyone have access to the chat? Let’s see, where’s my chat?

Awesome. Okay, chat’s up and running.

It looks like everyone’s filtering in, so we’ll go ahead and get started. So, super excited for this webinar. We’ve been working on this for a really long time. I just kind of got everything in place this week. So here we go.

Let me make sure I have my notes. So how to build web forms into your Follow Up Boss account.

Get my speaker notes. That’s not what I wanted to do. Interesting.

Allright. Try that again.

Allright, so I’m here with Lisa Vo from Simply Closed. Simply Closed, right? Awesome. So, Lisa is the, transaction management savant. Whether you’re trying to do transaction management directly out of Follow Up Boss or, you want to step things up and use Open and Close, Lisa can help you get everything dialed in.

 

We’ve been discussing these forms with her for a while now, so I know she’s excited about them. , so we’ll go ahead and introduce it to the rest of the FUB community. So, all right, let’s see. So, I want to thank you from everyone at InterFace. We’ve been working on this for, I mean, we’ve been working on embedding forms in a Follow Up Boss for years now, but, now we have our own form system, which is pretty exciting.

 

So yeah, this is a long time, long time coming. So what you’re going to learn on this call is how to systematize your sales pipeline into a fine tuned machine, how to efficiently collect data from agents at each stage of a transaction to avoid the back and forth data collection nightmare that ensues after listings are signed or offers are accepted, and how to simplify Follow Up Boss for your agents so they spend less time updating FUB and more time providing value to your clients.

 

So, before we start, I’m going to teach you everything I know about systematizing, automating, and optimizing your deal pipeline in Follow Up Boss. This info will be helpful regardless of whether you become an InterFace customer or not. At the end, I’ll let you know how InterFace can help, take your Follow Up Boss deal pipeline to the next level.

 

And if you decide to become an InterFace customer, I’ll have some exciting bonuses, when you sign up today, and if you’re a current customer, go ahead and schedule a demo with us. you can still get some of the bonuses, but some of the stuff we go over today might be included in your current subscription.

 

So don’t go spending money twice unnecessarily. So how is this going to work? We’re going to go ahead and run this for about 45 to 60 minutes, depending on how many questions there are. I’ll stick around after the presentation for as long as necessary to answer those questions. Go ahead and type questions as you think of them into the chat.

 

And we’ll, some of them we’ll answer in real time, some of them we’ll answer at the end. get your notes out, start writing things down, action items, and this is being recorded, we’ll be sending it out, probably Monday or Tuesday next week. So, who am I? Why am I here? why should any of you listen to anything that I have to say?

 

So I started my career as a real estate agent in 2007. Best time ever to get into the real estate industry. the market collapsed soon after. so I actually ended up playing online poker professionally for several years. while living on the beach, as you can see over here, this is, this was my office, over, overlooking the Pacific ocean.

 

I’d play, what is this? 24 tables at a time, 600 hands an hour. and ironically. Data science and analytics, analytics, or, online poker is very similar to data science and analytics. So after my poker career, I transitioned to that, learned how to code in Python and learned AWS and, ended up getting hired as a database manager for the top selling team in San Diego, Reef Point Realty. They were doing 320 transactions when I started with them in 2017.

 

My last year there, they did 460 in 2019. and started InterFace as an automation and integration solution for Follow Up Boss. all right, so. What does InterFace do? So we’re an automation as a service platform that enhances the capabilities of the best web applications in the real estate industry, such as Follow Up Boss and Open to Close, our focus is keeping agents in Follow Up Boss,

 

Follow Up Boss is awesome because it focuses on being a great CRM, the connect other platforms to, the challenge with that is if agents have to go into those other platforms, you know, they’re not, it’s challenging enough getting agents into Follow Up Boss. So, we want to keep agents in Follow Up Boss and get the data to everywhere it needs to go. we also recently partnered with Kyle Whistle from Whistle Realty Group.

 

Currently the top selling team in San Diego and the team with the most volume sold at EXP in 2024. and we partnered with them to add analytics, to the platform, which is what we’ll be rolling out next. So, we’re going to go over. few things in our platform that we’re going to roll out next. So the business intelligence platform we’re going to be rolling out in June.

 

So we’re going to be able to have customizable reports. We’re going to feed all of your Follow Up Boss data into the analytics platform, which allows us to build whatever reports we want. So you’re going to have the ability to goals and challenges and leaderboards. But you’re also going to be able to create really custom reports, you know, how many calls are being made to specific lead sources or specific stages, how many calls are being made to, clients in, you know, open transactions, You know, who’s making, you know, what’s a, what lead sources closing the most transactions, what lead source has the most, the best ROI, , you know, you’ll be able to slice and dice the data, however you want, and we’re really excited about it.

 

So that’s coming. We’re going to start rolling out leaderboards in June, probably conversion ratios as well. and then. Little by little after that. so here’s kind of what some of the reports look like. Our conversion ratio report will be color coded. So you’ll be able to see a team, conversion ratios and then your agents color coded underneath how their conversion ratios.

 

Align with, with the team. Now, quick recap of what we launched in April. So, we built out a automation platform similar to Zapier, specifically for Follow Up Boss. So, we have a bunch of triggers that aren’t available anywhere else. text messages, calls, updates to people, updates to deals, emails, notes, appointments.

 

All these can trigger automation. These triggers aren’t available anywhere else. And what we can do when the automation is triggered as currently we can populate data to custom fields. We can trigger action plans and we can apply tags. we could also do date calculations. And one of the main use cases that people are using to set this up is, Dynamic Smart Lists.

 

So in Follow Up Boss, there’s an issue with smart lists where if you have one type of user, like an inside sales agent, making calls and another type of user, like your outside sales agent, making calls to the same contact, it’ll drop that contact off the list. the other person’s smart list. So, if the agent is supposed to follow up weekly and the ISA calls now that, lead record won’t be on the assigned agent’s smart list.

 

And so we can set up user specific smart lists. So smart lists for assigned agents, smart lists for ISAs, and now you don’t have stuff falling off each other’s smart lists. we can also do Dynamic Smart Lists. So instead of having a weekly list where, you’re following up in one week, whether it’s a call, text or email, regardless of how long the call is, we can set it up to schedule the next follow up dynamically.

 

So if it’s a call that lasts longer than two minutes because you spoke to them, we can schedule the next follow up for a week, but if it’s a call that lasts less than two minutes, because you didn’t speak with them. Now we can schedule the next follow up for three days or, you know, whatever number you want this to be, you know, outbound text, maybe you want the next.

 

follow up scheduled for five days out, but an inbound text, you’d want to follow up immediately because you got to reply to the text. So, we can dynamically schedule the next follow up rather than a one size fits all approach. So it makes your Follow Up Boss Smart Lists work more like a dialer, than, you know, just simple smart list.

 

All right moving on so, now let’s get into the deal pipeline So if you’re ready to learn how to systematize your Follow Up Boss account, go ahead and type YES into the chat.

 

Daniel: Awesome. Allright, so Pipeline Planning Playbook. So always be closing from glengarry glen ross That doesn’t mean you’re always closing the deal, but it does mean you need to be always closing on the next step in the process, according to Shane Gibson. So, first we need to plan out our pipeline stages. So, to start off, Follow Up Boss has a buyer and seller pipeline in their process, and they start you off with,

 

A few different stages buyer contract offer pending and closed for sellers. It’s listed offer pending and closed. You’re probably gonna want to expand on this. A lot of people have appointments set and appointment met. A lot of people have multiple listing stages like, live on MLS and pre list. , what some teams do for sub stages like live on MLS or pre list is you can use custom fields for that, so like a drop down field.

 

But you’re going to want to start off by clearly mapping out your pipeline stages. That’s going to make the rest of this process a lot easier. All right. So here’s kind of how it would look. So these are the default stages that you start with. You know, you can expand that. And then if you have sub stages, you can use a default or drop down fields for those.

 

So once you have your stages mapped out, now you’re going to map out your SOPs for each stage. so. Standard operating procedures are, you know, the key for any business. The way McDonald’s became the biggest fast food company in the world was by, making standard operating procedures. So regardless of what McDonald’s you go into, you always have the exact same experience.

 

Same thing with Ford Motor Company. They invented the, what’s it called? Why is that word not, production line, to systematize everything, so this is ideally what you want to get your business to. And so you want to document your process. You want to clearly assign ownership. to who’s supposed to do each, stage of the process. Ideally, you want to map that out to the role because you’re going to have people coming in and out of the business. So if you map it to the role, then when a new person comes into the role, they automatically get assigned to it.

 

So you want to set your timelines. You want to provide necessary resources and tools. And then you want to review and refine the process over time. So once you implement it, if any issues occur, pull that documentation back out, make whatever updates are necessary. and keep refining the process.

 

And so this is what it might look for, buyer appointment. So, set an appointment, you’re going to want to create the appointment and Follow Up Boss. you’re probably gonna want to create the deal in Follow Up Boss, trigger action plans, and maybe to assign the contact to a lender. Oops, put, buyer tag on there.

 

Oops, keep moving forward. update the contact stage to appointment set. create a note with, any relevant data. putting the relevant data into the background, maybe create a FUB relationship if there are more than one people in the, on the appointment. So next we need to identify our data needs.

 

So when I started at Reef Point Realty, and again, this was the top selling real estate team in San Diego at the time in 2017, what they hired me to do was to get the data that they were collecting on paper forms. into a platform called CTE. so they wanted me to manage CTE. and so what the process looked like is when their ISA set an appointment, he would fill out a paper form.

 

Then he would take that paper form to the admin team and the admin team would enter the data into their CRM, and then on an appointment tracker that they were using, and then they were adding another tracker, which was CTE that they wanted me to, manage. So, I told him I had a better way of accomplishing it.

 

And that’s pretty much what led to where we’re at right now. but some teams are using paper forms, other ways of collecting data. A lot of teams just use email. You know, you get a new listing, the listing agent sends an email to the listing coordinator and that kicks off a back and forth nightmare of, collecting data for the listing coordinator.

 

And then some teams just enter the data directly in a Follow Up Boss. The challenge you have here is. Custom fields and follow ups are just a big list of fields. There’s no way of letting agents know what fields need to be filled out, at what point of the transaction, no way of acquiring certain fields, and then no real way of triggering that data to be sent other places as it’s being added.

 

So this is, typically what it looks like when transaction coordinators are trying to collect data from agents, when an offer gets accepted.

 

(Music)

 

What a lot of teams are gravitating towards to alleviate this, issue from their transaction coordinators. They’re going to web forms. So Google Forms, Jot Forms, Wufoo Forms, I had, you know, if I were a gambling man, and I’m definitely a gambling man, I’d put a lot of money that a lot of people in this, this webinar are using one of these three form platforms to, collect data from agents, but the challenge is, You know, this isn’t in Follow Up Boss.

 

So when you’re identifying your data needs, you know, who needs the data? Where is the data now? Is it in Follow Up Boss? Is it in your assigned agent’s head? Is it on the contract? First you need to figure out where the data is and then you need to figure out where the data needs to go, and then the last piece is how is it going to get there?

 

So, obviously you don’t want to manually enter the data in all the different places it needs to go, but it usually needs to get multiple different places. So all the different people who need access to it will have access to it. Okay. And so now once you have your stages, your standard operating procedures and what data you need and where it needs to go, I need to implement everything and automate as much as possible.

 

So, operationalize and automate. So first, we’re going to need to set up the deal pipeline stages that we mapped out. we’re gonna need to set up our custom fields for all the data points, and where those custom fields need to be created. if you want to use any of the data as merge fields in Follow Up Boss, when sending out emails, you’re going to want to put those as custom fields on the person record.

 

If it’s just data related to the transaction that doesn’t need to be used as merge fields, you’re going to use the deal. You’re going to need to create any action plans, to, implement your standard operating procedures, what tasks need to be triggered and when, and then you want to tie all that together with automation.

 

And so automation is super important point. Because training your agents to remember all this stuff that needs to happen in Follow Up Boss is just never going to happen. They’re never going to remember to do it. and it’s, you know, Follow Up Boss just isn’t going to get updated. the way it should, and so ideally what you want to do is consolidate everything to a simple form.

 

So the agents fill out the form and then everything else gets automated. and so, what teams are typically using if they’re using Google Forms or JotForms, they use Zapier or Make or API Nation. and they route that data in, with one of these platforms. There are some challenges with using web forms though.

 

So first is, where are the form links? You know, agents, aren’t good at keeping track of stuff like this. you can potentially get the links into Follow Up Boss, but that can be complicated. and then you have to, you know, always get questions from agents on, you know, where is the form they need to fill out.

 

Getting the data transferred to the different places can be challenging. You know, if you know how to use Zapier and, or, Make, then you can set up automation to get the data into Follow Up Boss and other platforms. You know, but that can get complicated and expensive, manual data entry, you know, kind of defeats the purpose of having the forms in the first place.

 

And then the integration limitations when using Zapier or make, it’s really challenging to update stuff. So creating a new deal and Follow Up Boss from a form entry is simple enough. but then going back and updating that same deal, can be super challenging, you know, to find the right deal from the right form.

 

So, this is visual representation of what that looks like, getting your form data into all the different platforms it needs to go. This is the old way of doing it, and now this is the new way of doing it. So, who’s excited to see how to get web forms built directly Into their Follow Up Boss account type.

YES in the chat.

 

So here’s our solution to some of the web form challenges I went over so we built a drag and drop InterFace for Building web forms directly into Follow Up Boss account. So the forms appear in an embedded app In Follow Up Boss, you log into our system and have a drag and drop InterFace for creating the forms.

 

and then you access the forms directly into Follow Up Boss. The form entries get logged as notes and they also create an update deals. So as you’re creating the forms, it’ll, select what pipeline the form is associated with and what stage the form is associated with. And so if you’re using the form to create new deals, it’ll create the deal in that stage.

 

If you’re using the form to update deals, it’ll update the deal to the stage it’s associated with. so this simplifies your agent training, simplifies data collection from agents at each stage of the transaction, eliminates duplicate data entry. So here’s how the form builder looks. So we have these default fields that we’ve created.

 

These are fields that, teams are using often that we found, you can also, create fields. If you select this all button, it’ll have a list of the different field types you can add. and when you add a new field that creates a custom field out of it, and custom fields can be used on multiple different forms.

 

And once the data is entered, it’ll get pre-populated. If the next form is open with that field on it. And so here’s how the embedded app looks. When you create a new transaction with a form, it creates a tile in Follow Up Boss. Then you click on that tile and that’ll have the list of, forms that are associated with that pipeline.

 

So you can update your deals through the pipeline.

 

So here’s, This is how the field mapping works. So, for each field, you can map to a deal field. so then when the form is submitted, that field’s data will get added to the field you mapped it to in Follow Up Boss. So now, your agents have a form that has exact fields they need to fill out. There’s no more guesswork.

 

But then that data goes on to the Follow Up Boss deal record, automatically. And so this is how it looks. Here’s the note that was created when the form was submitted. We can populate data to the person fields, deal fields. We can use the forms to trigger action plans, add tags. And we’re going to be adding more stuff like creating appointments and, virtually anything else in Follow Up Boss as well.

 

So here come the goodies. So first thing that we’re including as a special offer today. The offer we have includes our forms and automation platform. So we’re going to have instructions on duplicating the whistle realty groups, smart lists. So it’ll include step by step instructions, screenshots of the process, smart list definitions, what their communication stage definitions are.

 

Any related automation and set of instructions and tips on how to set up, the date parameters that the smart lists are built off of. We’re also going to include the web form templates for the Whistle Realty Group. So. There’s an appointment form, disposition, appointment disposition form, agreement sign form, pending form, and closed form.

 

So all of these templates are getting included so you can see exactly how, the Whistle team sets up their forms. so the Brand Realty, we’ve set up automated agent accountability for them. So when a new lead comes in the Follow Up Boss, if an agent, doesn’t follow up with a call or an email or a note, then it automatically, I believe an ISA gets added automatically.

 

So we’ll show exactly how to do that. Step by step instructions. screenshots of the process, detailed instructions. All over the place here. And any helpful tips. We’ll also include four hours of done for you implementation. so, you know, if you have a jot form or Google form that you want to implement in our system, we can do that work for you. We can also, implement the Dynamic Smart Lists in Follow Up Boss, that I mentioned in the automation section.

 

You know, and anything else you can think of, we’re not really limiting it. you just have to use the four hours by August 31st. Whatever you want to use those four hours for, we’ll, you know, automate anything for you. So with the add-ons that I just went over, you also get 12 months of our web form platform.

 

Our plus plan includes 12 forms, includes 250, up to 250 custom fields, and 1,500 entries per month. and you also get 12 months of our automation platform, which includes 50,000 automated actions per month. So the total value for all that is a little over $5,000. But for today, you can get it all for $1499.

 

So, if you go to strategy, interFace.re or scan this QR code, it’ll take you to a, landing page where you can sign up. Now, if this, you know, doesn’t work for you, maybe you just want the web forms and you don’t want the automation platform or you just want the automation platform and not the web forms.

 

We are going to do some other discounts if you just go ahead and schedule a demo today. So go ahead and go to this landing page, and schedule a demo. If you schedule the demo today and move forward at the demo, you’ll get a 20 percent discount on whatever plan you end up getting. If you schedule the demo for tomorrow and move forward tomorrow, you know, by the end of the day, we’ll give a 30 percent discount on whatever plan you get.

 

Not quite as good as this. package, but, pretty good off offer also. Also, keep in mind this package is only for, the first five signups. so since we’re including four hours of done for you work, we don’t have, That much time to you know be implementing automation for a huge number of teams So this is for only for the first five signups If you don’t if you’re not one of the first five signups, then you can get the 20 or 30 discount on the demo , but yeah, go ahead and go over the landing page now because the first five people to grab it are the only ones that will get this package so now we’ll get into some Q & A So go ahead and type your questions in the chat.

 

Lisa, do you, do you notice any questions?

 

Lisa: Yeah, that was fun earlier. Let me see. Where was it? Somebody had asked, Oh, does text messages, can they be automated to go out specific groups that are any point? The answer is yes. for automation 2.0 if you get that then yes you can integrate a Twilio number and let’s say you want to send out an appraisal reminder 72 hours before you can now do that with InterFaces automation so you can do text message or email as well.

 

So that is coming soon with the automation 2.0. In case you are wanting to do that. Jumping back over to the Q & A because I know Pat had a few. Can they update their existing forms into the new embedded forms? Daniel.

 

Daniel: Who’s that question? Pat. Okay. Yeah. So for existing WebForm users, that have our 1.0 WebForm, system, the our new WebForms are included in your plan. so we will have a script that eventually will duplicate your 1.0 forms. into the 2.0 system. We haven’t set that up yet because the 2.0 forms don’t quite have all the same bells and whistles as our 1.0 system. So the 1.0 system we can create appointments, when a form is submitted.

 

We also have a functionality where we send out forms via text. So we have an appointment form for creating appointments and then we send a text out after the appointment. That has a link to a form to collect, the outcome of the appointment. And so we don’t have all that built into the 2.0 system yet.

 

So, we aren’t converting everyone from 1.0 to 2.0 quite yet, but 1.0 users can use 2.0, at the same time. And the 2.0 system is included with your 1.0 subscription. So I, if you’re on our 1.0 web forms, just schedule a demo with us. And we can get you, set up.

 

Lisa: And same question from Pat. Will I be able to stop using CTE? 

I would say at one point, yes, with the business intelligence that you had shared earlier. Super excited to see that and what the Whistle team has helped create. So as of right now, not completely yet, but CTE, yes, you would be able to if you’re using the business intelligence add on.

 

Daniel: Exactly. That’s the plan.

 

So we want to, we’re going to start rolling out reports in June. we have a leaderboard report built out right now. and then we’re going to do conversion ratios after that. And then we’re going to keep layering in more and more analytics. Eventually, we’re going to get to the point where, we’re, we connect ChatGPT into it.

 

So you can query your data and sit at, you know, put in a prompt like, how many appointments did my team schedule in Q1? And, ChatGPT will figure out the best report to, render and generate the report with all of your data without you having to figure out what needs to go on the X axis and what needs to go on the Y axis.

 

So that’s what we’re building towards. that’ll probably be. towards the end of 2024 or sometime in 2025, to get to that point. But, what we’re, what we’re building for business intelligence is going to be really awesome because we’re feeding in all the raw Follow Up Boss data, and the reporting capabilities when you have the raw data is, you know, virtually limitless.

 

Lisa: Yeah. I just saw one from Lauren come in. Do you think the automation will replace some task management automation abilities like Open and Close does?

 

Daniel: At the very, very low level. Yes. But the way Follow Up Boss is set up, we’ll never be able to duplicate open a close in Follow Up Boss. Cause there’s a lot of permissions and, stuff.

 

There’s a lot of controls that just don’t exist in Follow Up Boss. And you need those controls that open to close has to make sure all the automation runs properly. So, the way I like to think about our, you know, automation platform in Follow Up Boss for transaction management is kind of like Open and Close training wheels.

 

You know, if you’re a single agent, or a small team that wants to get started automating your transaction management process, we’re probably a good place to start. And then once you, you know, get to the point where we’re not able to do everything you need done, that’s when you’d want to go over to Open to Close.

 

We do have, an integration between our 1.0 web form system and Open to Close, and we will have the 2.0 system integrated with Open to Close, very soon.

 

Lisa: Super excited for that. I think the main thing is also like probably the triggers and smart blocks like OTC has a full like suite of functionalities are very different than what’s inside a Follow Up Boss and what you can or cannot do.

 

But yeah, this is like a like Daniel had talked about. It’s a very good replacement for. If you’re using Google forms, any other type of intake system, you’re having your agents fill it out somewhere else and then trying to push them to Follow Up Boss and trying to get all that data together. So this would be really good replacement like step for what you’re doing then to stop that workflow. 

Let me see. Next question. Does 2.0 integrate with SISU yet?

 

Daniel: So, yes, we can, I mean, indirectly it does. So, our SISU integration, we have an option of integrating, Follow Up Boss deals with SISU transactions, and then our forms integrate with Follow Up Boss deals. So, we don’t have an integration built between, The forms themselves and SISU yet.

And we probably aren’t gonna end up doing that, but we can, essentially map the forms to deals and then map the deal fields to SISU. So, you know, it is, that is up and running and can be utilized now.

 

Lisa: That’s fantastic. I don’t see any other questions. We can wait a few more minutes and see. Benita is coming in, but, personally, I’m super excited for this. I built this for quite a few people, agents and teams in the FUB community, and, I go back and forth as a transaction manager. It’s do I build a form?

 

Do I not build a form and how do I make it easier for my agents? So a couple of years ago, I decided to take out intake forms because it was so tedious. to try to get everything from my agents. And so I just manually would chase my agents all day long. So having this within Follow Up Boss as embedded app, and I’ve been testing it out like this past week for my own transactions, like it’s been great to have that one seamless communication just within FUB itself.

 

So super excited to continue adding on and building and see what Daniel and the InterFace team is doing. Aaron just asked if an agent fills out a form, can multiple staff members receive those responses? Their team organizes and publishes new listings, open houses, and other internal services, and they’re currently using Google Forms for that.

 

Daniel: So, yes, I mean, yes, the short answer is yes. The long answer is it depends on how you want to get the info to them. So, In our automation platform, we can trigger action plans and you could use action plans to like at mention people in notes. So that’s one way of doing it. You know, completely within our system.

 

If you want to actually send an email with the content of the. themselves. We don’t have that built into our system yet, but we can send the data to like, Zapier. And so then you could use Zapier to send out emails to your team. So, yeah, one way or another, it can be sent to everyone on your team.

 

Lisa: Mark Ellison, you just asked if that’s Lisa Vo, yep, it’s me.

 

Daniel: Hey Mark, all right, so I’m gonna, let’s see, I’m gonna pull up this landing page in case anybody has any questions and we’ll go through that, and if anybody wants to hop on live and ask a question, we can go ahead and, discuss live on here.

 

Lisa: Okay, Harshad, I hope I said that right, says yes,

 

Daniel: How?

 

Lisa: To make them live. Our shots on my team. Not sure why I typed. Yes. Let’s see,

 

Daniel: Why is this not working?

 

Lisa: I missed a question earlier. Somebody asked if this is recorded. Yes, it is recorded. So if you register the video, we’ll go out afterwards. Oh, Kenya had asked that if it’ll be sent out.

 

Daniel: Yeah, so we’ll be sending out probably, Tuesday. We’ll, we want to send it out Monday, but we usually end up sending our emails out on Tuesday.

 

Allright, here we go. So here’s the page.

 

So if you come over to this page, you can sign up, click here. So there’s only five of these available. So if you try and click on it and it doesn’t work that means all five have already been subscribed so then just book a demo to get the 20 to 30 percent off. If you book the demo for tomorrow and move forward tomorrow, then it’s 30 percent off. Otherwise, you get 20 percent off.

 

Lisa: Mark had just another question. So could an OCR scanning product use an API to push data?

 

Daniel: OCR. Scan.

 

Mark, can you clarify?

 

Lisa: I’m going to probably translate maybe like an OCR, like scraping tool to scan maybe a contract, use that to push the data by API.

 

Daniel: Yeah, yeah. So we are planning on doing stuff like that. Like one thing I have in mind would be, like a dot loop integration that, pulls, you know, you get the contract sign and dot loop.

 

Then we could essentially extract the contracts from dot loop, pull any data from the contracts and pre populate it to the forms. And then the agent would just verify that that data is accurate and fill out the rest of the data points that aren’t there. You know, that would be one, way of pulling data from contracts.

 

But yeah, our goal is to eliminate duplicate data entry throughout the organization. So, you know, if the date has already been added to a contract, then it shouldn’t need to be written again. So, eventually we’ll get to that point. We also have plans of building, kind of like a AI note taker, for live appointments.

 

So, you know, there’s fireflies for zoom, or otter, otter AI for zoom. we want to have an app like that for live appointments. So that, you know, you can get notes from live appointments and then that data can be added to pre populated to the forms as well. And then the data does never need to be entered.

 

It can just be discussed at the appointment and AI enters it for you. So we will be implementing stuff like that. We want to make it as easy as possible to enter data, collect data from team members.

 

Lisa: That’s super exciting. Yeah, seeing a lot of AI things and you’ll see a lot of OCR, web scripting tools and stuff. So excited to see that’s on InterFace’s roadmap.

 

Daniel: Hey Greg. Yeah, so that’s why I had Lisa on the call. , she definitely can help you, implement. Lisa, do you have a QR code you could hold up? Or how can people get a hold of you? If they want to hire you to implement.

 

Lisa: Yeah, sorry. I forgot to send you the QR code, but, yeah, it’s a very simple website.

 

It’s just lisalovesfub.com and all the information is there just scheduled time. I also do 15, 20 minutes strategy sessions for free with, you just want to talk about your tech systems. And, so yeah, I do a lot of build out within Follow Up Boss for people that want to use it as well as open and close, but yeah, my systems would work with InterFace moving forward.

 

So I’m rebuilding. What I have already pre set up and that would work with InterFaces, new web forms and also automation. And so I’ll be also sending out a newsletter to all my past clients. If you’ve had the system installed before, I do see a few clients on here, past clients of mine. So you’ll be able to see what can take place now using InterFace if you decide to add that on.

 And it would just help streamline all the process. So

 

Daniel: let’s see here, still have a lot of people.

 So we’ll hang out if anybody has any questions, if anybody wants to hop on and chat about something, you know, you can unmute yourself and join.

 

Yes. we’ll definitely have a recording going out Monday or Tuesday. We’ll send it out via email, and it’ll also be posted in, in the Follow Up Boss, there’s a post right now in the Follow Up Boss Facebook group, so I’ll add the link to the recording there, and also post to my, Facebook page.

  

I’m not able to open this. I think

 

Lisa: Mark is asking how to unmute, Mark and Allison.

 

Daniel: Um, okay, let me see if I can, how to unmute.

 

Lisa: And Greg, I just posted my website there, it’s just lisalovesfub.com

 

Daniel: Mihir, can we figure out how to unmute?

 

Mark: Yeah, just a second.

 

Hey Dan, I think I figured it out. Or you sent me the right link.

 

Daniel: Hey! I figured it out.

 

Daniel: There he is. Let’s go, Mark. So real quick, I noticed..

 

Mark: I don’t know, the automation is a different product than the InterFace, right? Like the automation component.

 

Daniel: Yeah. So we split it up into two because some teams are going to want automation and not the forms and vice versa.

 

So the forms, the functionality on its own without the automation platform is. It’ll create a note, when the form is entered and it’ll create and update deals. And then you can map the data to the deals. , what the automation platform does is it allows you to trigger action plans, and populate data to person, fields in addition to the deal fields.

 

Mark: Yeah, but it’s more extensive than our friends at Follow Up Boss, right? Some more specific.

 

Daniel: and then you could also do stuff like the Dynamic Smart Lists, which are, a lot of people are really excited about dynamic smart list. We’re going to be working with Elena Kee. so, she’ll do a lot of the setup work, and implement her whole process, but then add our Dynamic Smart List to it.

 

But yeah, the Dynamic Smart Lists are really powerful.

 

Mark: Yeah, I think I got an onboarding with one of your guys on that tomorrow. So yeah.

I was gonna say, yeah, the OCR thing on the scan, we’ve got a solution that might just be a shortcut for you guys too.

 

Daniel: Oh yeah?

 

Mark: I mean, we’re testing it out right now. Yeah. I know there’s platforms out

 

Daniel: there. I know AWS has something, that’s, I guess, pretty plug and play for scanning data off.

 

Mark: It costs a ton of money. It’s like Zapier. It did screw you.

 

Daniel: No, not, not, not AWS. AWS is like wholesale. So like everything’s on AWS. It’s the retail, you know, like Zapier is built on AWS and then they mark up the price. But, yeah, it wouldn’t be too expensive to use. AWS solution, but yeah, we might just do a, like an integration. If there’s a platform that does scraping from documents, then we might just integrate it, but I don’t think it will be that challenging to build something. So we might build it as well.

 

Mark: Okay. Yeah. Well, I know it’s already cut down on the TM time per contract, because in all the, and then the FUB integration, just the API with Open to Close.

 

All the data, you know, all the data on deals, of course, this is all deal centric is a lot more. Accessible and could be 90 could have the possibility of being 90 percent correct based even coming off it and it’s still not with agents writing contracts, you know, but it does just to scan a drop, drag and drop and, have that data go to like a, I was asking, like, if it could go to a, even a portal in your form product where it’s just scraped to all the data fields that they need.

 

Daniel: Yeah, exactly. So what we want to do is in the embedded app, we would either because right now in the 2.0, we don’t have a document uploader yet. But that way is something we would implement. And so either you could. Load documents to the form, and then we would extract the data and pre-populate the data to the form.

 

Or we would have something where you would search for like a transaction in dot Loop or, you know, wherever you have the document stored, maybe DocuSign or wherever, and then you’d select the document and then that would pull in the data. So there’s a lot of great options for setting that up.

 

We just gotta get this base. Product and then next thing we’re going to be doing is adding a lot of integration. So, first phase was automation, which we launched in April. This is the second phase, analytics business intelligence is phase three, which will be launching, you know, in Q3. And then we’re going to start, building in new integrations after that.

 

Mark: Awesome. So I’m getting, I’m just getting on board. Onboarded tomorrow fully from one of your people, you know, and you said you’ve got a gal that’s would help set up with automation using your new platform then on the on that. So yeah, I mean

 

Daniel: Lisa can help. We’ve been working We’re about to start working with Elena Kee for specifically for the Dynamic Smart List because she has a whole, smart list setup

 

Mark: Okay

 

Daniel: And so, you know when we help teams set up Dynamic Smart Lists, it’s not, nearly to the extent of what Elena Kee does.

 

You know, so it’s definitely better to go through her, where, you know, we’re a company that builds tech products or not.

 

We started, we started helping teams optimize their Follow Up Boss count, but that’s not, not really what we focus on anymore. But you know, we can do the implementation if, if necessary. Yep. Yeah. So, we’ll chat tomorrow and you know, on that call tomorrow we can discuss what other stuff you guys need to implement.

 

Mark: Got it. Thank you.

 

Daniel: Awesome. Thanks Mark.

 

Mark: All right. Bye guys.

 

Daniel: All right. Any other questions?

 

I think we got everything.

 

Lisa: Yeah.

 

Daniel: We’re at 55 minutes. Pretty solid time wise. There’s a few people still on.

 

Anybody else have any questions? I think we’ll let it go until, just in case somebody runs into any issues signing up, hang out for a few more minutes.

 

Yeah. So have you had, Lisa, have you had a chance to play with it since we, made the updates yesterday?

 

Lisa: I have. Yeah. I started mapping out my pending forms and then for Texas, we have this like, sub deal phase called option period. So I’m trying to see how much I want to. Now I can get really granular with those sub stages in the deals section without having to create multiple deals pipelines.

 

So before that’s what I have to do if it was a buyer that was option pending versus a buyer that went straight to pending. So it’s nice to have those, even the termination form, like having that in there, restarting some of the, automation on the backend as well. So it’s really great. I need to build out the whole pipeline for all of that, but super excited that I’m able to use both of those products now, instead of using a third party.

 

Daniel: Yeah. And then, one thing we’re going to, so the way it’s set up now is you select the pipeline and stage, and we’re going to remove that stage field because it’s kind of redundant. So you’ll select the pipeline and then it’ll have all the forms related to that pipeline, because the stage and the form is pretty much the same thing.

 

Most of the time. So we’ll be removing that. And then the other thing that we’re going to start working on next is, forms that can add stuff to multiple pipelines. So our 1.0 system, the appointment form can create a buyer and seller if it’s a buyer seller appointment. And so that’s we’re going to work on implementing next is, and really, I think it would just be for the appointment form.

 

I don’t think there’s another scenario where you need to add it into two pipelines.

 

Lisa: Yeah. It’s great. It’s a one step closer to having those multiple deals because I deal with a lot of contingencies where they’re buying and selling or an investor that has 10 different properties. So it’s nice to knock it all out in one.

 

Daniel: All right. I think we’ll go ahead and wrap this up. We haven’t had any questions in the last few minutes. So Lisa, appreciate your time.

 

Lisa: Thank you for having me.

 

Daniel: Yeah. We’ll definitely be sending you a bunch of, users who need their transaction management dialed in. Yeah. Awesome. All right.

 

Thanks everyone. I really appreciate your time. Everyone have a good weekend!