Agent & Lender Account Setup - 6 Simple Steps

Written by Erik Wantland

Last published at: December 9th, 2020

Welcome to Follow Up Boss! To help you get set up and running as quickly as possible, we’ve put together this cheat sheet of everything you can do to put FUB to work in your business.

You don’t have to do all of this in one sitting. Start with The Basics, check out the Training Videos, then move on to Leveling Up.

The Basics

1. Accept your invitation

The email you’re looking for will have “___ invites you to join them on Follow Up Boss” as the subject line. Use the button in that email to create your password.


You'll use that password to log in at and on the mobile app. Forgot your password? No problem! You can reset it here.

2. Connect Your Email

We will automatically sync emails you send to or get from your contacts into FUB. This makes it easy to see what you said and when, even if you reply to an email from your regular email inbox!

Connect your email from My Settings on the computer. Here is the guide on how to connect your email.

3. Go mobile! 

We know you spend as much or more time in the car as you do in the office, so be sure to get the Follow Up Boss app on your phone! Also allow notifications so you won’t miss a beat.

4. Choose Settings and NotificationsScreencast_2019-02-19_at_3.06.08_PM.gif

Your Settings page can be accessed by clicking your initials at the the top-right of the screen. Be sure to enter your mobile phone number and edit your signature, then click "Save" at the bottom of the page.

We recommend enabling all notification types so you never miss a new lead alert or text reply from your contacts. More here:

5. Get everyone in Follow Up Boss

FUB can be your one place to manage all your contacts (including your sphere of influence and your past clients). The fastest way to get everyone in FUB is by importing them. If you need help importing, just send us your file and we can help.

6. Keep getting everyone in Follow Up Boss

Connect FUB with your lead sources so new leads are added to FUB automatically. This looks a little different for different lead sources, so search your lead source by name (ie Listings to Leads, or Zillow) here to find steps for connecting them.

Training Videos

Looking for a full training of how to use Follow Up Boss? 

The FUB 101 Webinar is the best place for this. You can join the live webinar on Wednesdays at 1 pm Eastern (register for the next one here), or you can watch a previously recorded one any time here.

Prefer smaller, bite-sized videos?

Start with these videos that are packed with tips on how to get the most from Follow Up Boss:

Level Up