Real estate

Sample threads for agents sending listing agreements and keeping Follow Up Boss current between showings.

For agents who work from the car and the showing. Tools: Follow Up Boss, DocuSign and kvCORE, all coming soon.

Status: these integrations are still being built, so the threads below show where we’re headed, not what works today.

Send the listing agreement

You: Send the listing agreement to Jane Ortiz

Tack: Listing agreement for 18 Maple is ready for Jane. Send?

You: Yes. And move her to Listing

Tack: Sent ✅ Jane is now in Listing. I’ll text you when she signs.

The envelope comes from your DocuSign template with Jane’s details filled in. Nothing is sent until you say yes.

Log a showing

You: Showed 22 Birch to the Parks. They liked it but want a bigger yard

Tack: Added a note to Kevin and Mia Park in Follow Up Boss. Set a task to send them larger-lot listings tomorrow?

New lead from an open house

You: New lead: Sam Lee, 512-555-0142, looking for 3 bed under 450k in Round Rock

Tack: Added Sam Lee to Follow Up Boss as a buyer lead with those criteria. Start your new-buyer action plan?