1. Create account and log in
Use this link to create a new account: https://app.followupboss.com/signup/v2?p=streeteasy-experts
Log in to your account on FUB. When you first log in, check your email for a verification link from FUB and click it to access your account.
2. Configure your account settings
In My Settings, connect your email so FUB can sync your client emails.
Then view and edit your vCard to easily send your contact information via text.
Lastly, manage your notification settings.
💡 You'll also want to update your notification settings in your phone's system setting.
3. Update your company info
1. Click your name/avatar in the top-right corner of the screen
2. Select Admin from the dropdown menu
3. Navigate to the Settings section in the left sidebar
2. Select Admin from the dropdown menu
3. Navigate to the Settings section in the left sidebar
- Add your company name, address, and contact info — this appears at the bottom of all marketing emails
- Set up your company phone number and fallback number — the company number is a shared team line used for routing calls and texts; the fallback ensures calls never drop into a void during an outage
- Enable Call Recording and Legal Disclosure — call recording transcribes and summarizes every call using AI, saving agents from manual note-taking
- Configure Office Hours — controls when your Team Inbox numbers can receive calls
- Add Business Insights goals and an email to receive your Weekly Business Insights Email, which tracks your team's production progress
💡 Configure it once, and every agent on your account starts with the same consistent, ready-to-use setup.
4. Set up your business registration
5. Invite your team
Before your team members can log in, receive leads, or use any features on the platform, you'll need to invite them to FUB.
Send an invite to your team members by selecting Admin > Team > + Add Team Members. Have a large team? Check out Importing Team Members.
Confirm each agent receives their invitation email. Once a user is invited to your team, they receive an email where they can set up a password to access your team's Follow Up Boss account.
Monitor your Team Page to track who has accepted their invitation and resend for anybody still showing as “Invite Sent”
On the Teams page, assign the right access level for each agent — Owner, Admin, or Agent/Lender; this controls what each person can see and do in FUB.
6. Connect your non-Experts lead sources
PAUSE HERE
7. Confirm business registration is approved
8. Set up your FUB phone number
9. Enable call recording and AI summaries
Call Recording and AI Smart Summaries (AKA your Power-Ups) turn every conversation into an automatic action plan, so nothing important gets lost.
- Enable the Call Recording + AI Summaries & Transcripts Power-Up — applies to all FUB calls automatically once active
- Introduce your team to recordings and AI summaries — show them where recordings live and how to act on AI-suggested tasks after a call
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Add call summary review to your coaching routine — review agent summaries regularly to spot follow-up gaps and coaching opportunities
