Transaction management is crucial for staying on top of deals. Maintaining a great relationship with your past clients and open house attendees is key to building future business. The Funk Collection has designed and shared a seamless process, with the use of custom fields and action plans to keep your team on track!
The Transaction Management Process
- Add the contact to Follow Up Boss
- Create a Deal on the contact's profile
- Apply an Action Plan that generates (but never automatically sends) email templates
- Move the deal through the Deal Pipeline
- Engage a post-closing action plan when the deal is complete
The Funk Collection's Action Plans
TC Contract to Close Action Plan
Copy this action plan directly to your Follow Up Boss account by clicking HERE.
Note: Email templates will not copy to your account and will need to be created. This action plan is a reference that can be edited to meet your team's needs.
Renee Funk's Ultimate Past Client Checklist
Copy this action plan directly to your Follow Up Boss account by clicking HERE.
Open House BUYER Action Plan
Copy this action plan directly to your Follow Up Boss account by clicking HERE.
Open House NEIGHBOR Visitor Action Plan
Copy this action plan directly to your Follow Up Boss account by clicking HERE.
The Funk Collection's Recommended Custom Fields
Custom fields are used within email templates to quickly and easily customize information in emails. To follow the TC Contract to Close Action Plan, the owner of the account will need to add the custom fields below to utilize within Email Templates.
Note: These custom fields are not automatically added upon copying the action plan to your account.
- Address Under Contract
- Effective Date
- Escrow Deposit Due
- Additional Escrow Deposit Due
- Loan Application Deadline
- Inspection Contingency Deadline
- Title Commitment Due
- Appraisal Deadline
- Loan Approval Deadline
- Closing Date
Additionally, the dates from the custom fields above can be used to trigger Automations based on your team's needs.