Follow Up Boss is by and far one of the most powerful CRMs that are on the market for realtors – and it’s incredibly intuitive so even the most non-tech savvy and beginner agents can use.

These are the six flows that you MUST have when you are incorporating a virtual assistant into your business.

1. SHOWING FLOW

This flow should streamline the process from when a buyer favorites a property they want to see, enable your VA to schedule the showing and coordinate it with your SA and then have the SA provide feedback.

2. OFFER/OFFER REVIEW FLOW

For buyers, your offer flow should include your VA drafting your offer and notifying the listing agent that an offer is coming. The flow should keep everyone in the loop and update your SA on the status of the offer and trigger the under contract flow if the offer is accepted.

3. REFER TO LENDER FLOW

The handoff of your buyer to your lender is a huge one. Your flow should keep all communication records inside of the contact record and they should be able to access your previous notes. This flow ensures that you never have to ask ”what’s the status” again. Video below.

4. BACK TO SHOPPING FLOW

When a buyer’s offer isn’t accepted, how do you handle delivering the bad news? This flow makes sure you deepen your relationship with your client and keep them moving towards closing.

5. NEW LISTING FLOW

Your VA should be able to heavily assist you in the listing prep and launch process. These flows ensure that your client has a great experience while also saving you time.

6. DATABASE FLOWS

Understanding how to work your database on a daily basis is essential. These flows help you keep people moving through the pipeline.

One of the challenges in the first version of Systems 2 was that Command didn’t have a way to duplicate flows so you guys had to go re-create them and duplicate my Google Drive.

FollowUpBoss makes it INSANELY easy to import my flows (templates included) with just a click of a button.