Lender Revamp

This content includes reply-based emails, educational content, and incorporates your website content including the about page, sell pages, buy pages, blogs, and reviews online. A portion of the scripting for the emails is courtesy of the book Exactly What To Say for Real Estate Agents by Phil M. Jones, Chris Smith, and Jimmy Mackin. The initial text sent for new buyer leads & new seller leads is customized by the source type & the specific address inquiry if there is one in order to personalize it as much as possible.

PLEASE NOTE: We do not provide Spanish translations for our lender revamp at this time.

• new internet lead - 18 months of emails (approx. 24 emails)

• new agent referral lead - 18 months of emails (approx. 24 emails)

• nurture lead - 3 years of emails (approx. 40 emails)

• credit repair nurture - 20 months of emails (approx. 22 emails)

• stale lead - 1 year of emails (approx. 15 emails)

• home anniversary - 10 years of emails (approx. 10 emails)

• post closing - 5 years of emails (approx. 26 emails)

1. Provide new, simplified stages, define your new stages in your FUB account to help simplify your processes, collaborate with client to merge previous stages.

2. Set up lead flows to ensure all new lead sources have the correct action plan assigned.

There are a total of ten smart lists arranged by importance. These smart lists update automatically based on the filters set up. This will help you spend less time guessing who to call, pushing tasks forward, and focus on converting.

As a courtesy to those who sign up for our FUB revamp service, we can attempt the installation of the Follow Up Boss Pixel on your website. With the Follow Up Boss Pixel installed on your website you can track lead activity and much more. With regards to our setup, the Follow Up Boss Pixel is the basis for smart lists and automations that pertain to website activity.

Please note that not every website is compatible with the Follow Up Boss Pixel therefore we cannot guarantee the success of the install.

Please note this offering is a courtesy service only and is not an objective step in the FUB revamp service we provide.

After the revamp is complete, we provide the following training:

• One-on-one personalized implementation call with a customer success manager

• In addition to the implementation call, one additional 30-minute training call is included at no extra cost.

• Access to our video training library for in-depth training.

• A cheat sheet for quick reference on the revamp components. Our cheat sheet also lays out a clear plan for what to do daily in your Follow Up Boss account.

• Access to monthly Mastermind calls hosted by the KTS Team. These calls are interactive and you receive lifetime access.