START HERE!
BRAND NEW REALTORS- MUST READ THIS SECTION!
SECTION 1: Getting Started | Pre-Onboarding
SECTION 2: Vendor & Partner Orientation
SECTION 3: FollowUpBoss Training
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FollowUp Boss
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Lesson 3.1 — Setting Up Your FUB Account (3:50)
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Download the FUB app
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Lesson 3.2 — Adding a New Lead to FUB (3:29)
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Lesson 3.3 — Laws of the Pipeline & Lead Sources (20:12)
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Lesson 3.4 — Lead Sources: What They Mean and How to Tag (6:39)
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Lesson 3.5 — Smart Lists: Daily Workflow (19:22)
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Lesson 3.6 — Tasks & Inbox: Never Miss a Follow-Up (6:00)
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Lesson 3.7 — Appointment Forms (2:50)
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Lesson 3.8 — Text and Email Templates (3:08)
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Lesson 3.9 — Filters (1:46)
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Lesson 3.10 — FUB Panel/Integrations Overview (5:45)
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Downloads — Lead Source Overview (PDF), Laws of the Pipeline (PDF)
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FollowUp Boss Quiz
SECTION 4: Ylopo Training
SECTION 5: Working With Buyers
SECTION 5 PT. 2: WRITING OFFERS
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Lesson 5.5 — Buyer Broker Agreement (8:48)
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Lesson 5.6 - Before Writing An Offer: Conversation & Production Report (3:04)
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Lesson 5.8 — Writing an Offer on Dotloop (26:09)
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Lesson 5.9 — Sending the Offer (8:05)
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Lesson 5.10 - Editing a Counter Offer (4:03)
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Lesson 5.11 — Submitting Deal to Transaction Coordinators (8:09)
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Lesson 5.12 — What to Expect Throughout the Transaction (10:27)
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Lesson 5.13 — Inspections (14:58)
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Buyer Transaction Checklist
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Buyers Quiz
SECTION 6: Open Houses
SECTION 8: New Agent Goals
SECTION 9: Additional Training Materials
SECTION 10: Final Steps!
SECTION 11: Post-Onboarding (90-Day Sprint)
