Follow Up Boss supports The Real Estate Lead Metadata standard for our lead emails. Using this format will ensure Follow Up Boss parses the lead notification information. If an email is not parsed into Follow Up Boss, reach out to the lead provider and ask them to add Lead Metadata.

Note: If you are implementing lead metadata, make sure you add the required field of lead_information_version. See the specification for more details.

What information can Follow Up Boss receive with lead metadata?

Standard Fields

• Source
• Type
• Name
• Email
• Phone
• Property Address
• MLS Number
• Message

Custom Fields

• lead_assigned_agent: The name of a Follow Up Boss agent or admin to assign this lead to. This only applies to new leads
• lead_loan_officer: The name of a Follow Up Boss lender to assign this lead to. Will not overwrite existing assigned lenders.
• lead_tag: You may send in tags using this field name. To send in multiple tags do not group them together in a single metadata field. Instead add a lead_tag <meta> tag for each one.

Additional Custom Fields 

These files will appear below the lead's message on the timeline in Follow Up Boss. 

• lead_max_price
• lead_primary_zip
• lead_time_frame
• lead_financing
• lead_loan_transfer_type
• lead_title_officer
• lead_title_officer_email
• lead_title_officer_phone