How to build the ultimate transaction management process in Follow Up Boss

Mega-boss, Chelly Herren (Team Success Manager at Hyland/Schneider) built out her team's entire transaction management process in Follow Up Boss to manage 80+ pending transactions and closed 480 transactions in 2021 alone.

Watch this session to ace transaction management using the tools in front of you. Chelly will cover:

-How agents use tags & notes when going under contract
-Automations to change stages which trigger closing tasks
-How important information is tracked with custom fields and used to pre-fill client templates
-Communication transparency for greater accountability