Onboarding for Individual Agents

Link FUB and StreetEasy

Once you receive your first connection through the integration, select the Admin tab on FUB, select Lead Flow, and confirm the integration is listed. It should say StreetEasy Experts and your name.
Select Admin > Automations. Select Upgrade to Automations 2.0 and follow the prompt to confirm.
 
Select Admin > Lead Flow, locate your Experts API lead flow, and add Experts automations by selecting the dropdown: Automation > New Experts Connections.
 
If you want to set up lead routing rules, click the Edit button on the righthand side.

StreetEasy will upload your current and past Expert connections from the previous two years to your account within two business days.
 
The upload will include connections:
  • Created within the past two years
  • Excluding connections marked as Rejected by Client, Agent Inquiry, Rental Inquiry, or Spam
If you’d like to adjust these filters, please let us know before you finish linking your account.
Questions? Reach out to us at StreetEasy-FUB@StreetEasy.com