TC Assist - Transaction Coordination!
Power up yourFollow Up Bossfor Success
TC Assist by Kee Technology Solutions helps solo agents and teams automate, simplify and streamline their CRM.
✅ Action Plans with proven results
✅ Automated Transaction Management System
✅ Best practices for a realistic and efficient workflow
Not a Follow Up Boss user? Click here to learn more.
Our done-for-you setup will...
Save you time and cost managing transaction checklists in other software
Our action plans include tasks and email content for both the Transaction Coordinator and Agent to lead Buyers and Sellers through to a smooth closing.
Provide you an efficient and collaborative workflow
Create the ultimate productivity and Agent/TC collaboration through a simplified structure for Follow Up Boss.
Ensure no transaction tasks get lost in the shuffle
Our automations allow you to quickly ensure clients get the correct task lists applied to their type of transaction and no details go un-noticed.
Struggling with Your CRM? You're Not Alone.
Whether you are new to Follow Up Boss or a veteran user, if you are looking for a curated and intuitive approach to using your CRM then you've come to the right place. We're here to help ensure you're utilizing Follow Up Boss to its fullest potential. We offer a thorough setup comprised of smart lists, action plans, and automations that provide a simplified workflow and enable you to stay focused on what you do best: creating relationships and closing deals.
- I have a CRM and a separate system for transaction checklists
- I have staff or team members who want to know where transactions stand
- I need to become more efficient
- I struggle with keeping all my transactions straight
- I have too many software subscriptions
- I am entering data in multiple places
- I am feeling like things are falling through the cracks
- I'm worried I'll break something
- I'm struggling with SOPs for transactions within my company
Do any of these sound familiar?
Client Testimonials
90+ 5-Star Reviews. Trusted by agents, teams, and brokerages nationwide.
Click play ▶️ below to hear from a solo agent using the TC Assist setup. 👇
What our clients are saying about the TC Assist setup:
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
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What’s Included in Our Setup
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
Add transactional stages and define your new stages in your FUB account to help simplify your processes.
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.
Frequently Asked Questions
Have questions about content, integrations, or how we set it up? Start here.
Is the content customized?
Is there anything I should do prior to signing up?
What are your recommended stages so I can prepare?
Does this setup include drip texting?
Do you work with other CRMs?
Can the lenders under a company customize the emails to be their own?
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.
Have Questions Before You Start?
If you have questions prior to signing up, please use the calendar below to schedule a call with us. We're happy to chat! If you don't have questions and are ready to sign up, to get the ball rolling.