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.

Benefits

Our done-for-you setup will...

1

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.

2

Provide you an efficient and collaborative workflow

Create the ultimate productivity and Agent/TC collaboration through a simplified structure for Follow Up Boss.

3

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.

    Do any of these sound familiar?

  • 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

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

  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 revamp components. 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.

Yes, the checklists are designed to be general enough to put into practice today but can be customized to meet your market terminology.

No

We will install all the stages for you.

No, this system only includes the initial text that an action plan can send in some cases. Most agents prefer an email template friendly transaction coordination process.

At this time we are only supporting FollowUpBoss

Yes

Simple Pricing, No Surprises

One-time setup with no monthly fees. Add-ons available to customize your experience.

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.
Book a Call

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.