Kee Technology

TCAssist

Built for solo agents, teams, and brokerages looking to streamline transaction workflows and keep every deal organized from contract to close.

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What’s Included

Everything You Need to Succeed

Action Plan Content & Automations

This content includes client centric transactional email templates that are customizable to your market and the property types in which you specialize.

  • Residential buyer sale checklist and transactional templates

  • Residential seller sale checklist and transactional templates

  • Residential pre-listing checklist and transactional templates

  • Residential active listing checklist and transactional templates

New Stages, Definitions, and Lead Flows

  1. Add transactional stages and define your new stages in your FUB account to help simplify your processes.

  2. Set up lead flows for transactions and past clients.

Smart Lists

Our setup provides smart lists geared towards transactions. This will help you spend less time finding clients under contract and tracking closing dates.

Deals Pipelines

Deals pipelines have been created to help keep track of sellers from signed listing agreement to close and Buyers through their contract process. Additionally, incoming and outgoing referral pipelines are setup as deals pipelines.

Training

After the Transaction Coordinator Build is complete, we provide the following training:

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

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

  • A cheat sheet for quick reference on the components of the setup. Our cheat sheet also lays out a clear plan for what to do daily in your FUB account.

  • You will receive 90 days access to interactive group training sessions. This is available to you so you can have a full understanding of our setup and get all of your questions answered. These sessions will be recorded.

Client Stories

Real Results from Real Teams

See how agents, teams, and brokerages use TCAssist to bring clarity and consistency to every transaction.

90+

Five-star reviews

Trusted by agents, teams, and brokerages nationwide. Press play to hear directly from a solo agent using the TCAssist setup.

In their own words

What our clients are saying

I was referred to Kee Technology by another colleague using Follow Up Boss and despite decades in the business, I had never set up a proper CRM. Due to my limited time as a producing broker, I set up TCAssist Build to maximize results in a short period of time. I have been very pleased with the training, support and the opportunity to ask follow up questions as they arise. I highly recommend Kee Technology and their TC Assist Build if you are looking to get your systems up and running in short order. It's been a huge help to my business and work flow to parter with Kee Technology for all of my Follow Up Boss needs! I cannot recommend them highly enough. The team at Kee is professional, knowledgeable and an absolute pleasure to work with.

Julie Waidelich

They offer a great product and good training options, it's really helped us better utilize our FUB backend and created the basis for future gains.

Terrence Thurber

Love the integration for my Follow Up Boss account! I've used both their TC assist and revamp, and both have been a game changer in my real estate business. Customer service and training is 10/10. Highly recommend!

Selden Tual

I just had the TC Assist implementation added to my FUB. I absolutelly LOVE it! It's super easy to use. Easily customized by KTS and you can tweak yourself, as needed. Their implementation calls and client services are always 10++!! I would consider adding any product KTS offers!

Stephanie Kahan

The team at Kee Technology has been nothing short of AMAZING! I utilized their FUB revamp and TC Assist, both are used on an everyday basis. Great responsiveness and just what my CRM needed.

Kasen Kolhoss

Pricing

Simple Pricing, No Surprises

One-time setup with no monthly fees.

Solo Setup

Who is this setup for?

  • Individual agents managing their own transactions without a dedicated Admin or TC assisting.
  • Teams of agents sharing a single Follow Up Boss account, where each agent has their own Follow Up Boss seat and handles their own deals independently.
  • Agents with support from a VA or Admin who logs in under the agent's Follow Up Boss seat (not using a separate login).

$1,200USD

One Time Payment

TC Setup

Who is this setup for?

  • Agents or teams with multiple agents working with a dedicated Admin or TC who has their own Follow Up Boss seat.
  • Businesses ready to scale with systems and visibility for both agents and support staff.

$2,000USD

One Time Payment

Custom Setup

Need a custom setup?

  • Businesses with multiple Admins or TCs supporting multiple agents.
  • Teams where Admins/TCs work from a shared pool, grabbing new transactions or listings as they come in.
  • Flexible support structures where TCs handle all file types, not just assigned agents.
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FAQ

Frequently Asked Questions

Have questions about content, integrations, or how we set it up? Start here.

The goal is for you to not need to do any changes to the emails — they have been tested & proven. We would recommend utilizing the emails as they're intended if you're open to it. However, these emails are plug & play so you can edit them to your liking.

Click here to view sample email templates from our setup.

These action plans will get applied to the next new leads you receive via Lead Flow or when they trigger an automation one by one. Follow Up Boss doesn’t allow for applying action plans in bulk to avoid abuse. However, we do have a workaround to mass apply action plans to your opt in leads. We can process those at 10 cents per lead with a $50 minimum charge. This would be discussed after the revamp is provided.

The email content will be customized to incorporate any of your personal content you may have. These items can include educational guides, web pages, infographics, YouTube videos, BombBomb videos, and blog posts. If you don't have any, that's okay as well.

We don’t have the capacity to write brand new content from scratch. For this, we’d recommend you hire an in-house copywriter.

This setup includes action plans, automations, smart lists, stage structure with all content provided for you with proven results. The email content is plug-and-play, however, we do recommend leaving the content as is in order to have the best results for deliverability and response rates.

NOTE: We ask you review the deals action plans for compliance prior to enabling the automations.

Have Questions Before You Start?

Not quite ready to sign up? Schedule a call with our team—we’re happy to answer your questions.

Talk to our team