Onboarding for Team Members

Step 1: Set Up Your FUB Account

1. Create Account and Log In
You’ll receive an email from your Team Lead inviting you to join FUB. Use your unique link to create your new account. When you first log in, check your email for a verification link from FUB and click it to access your account. 

Logging into FUB

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. Set up your FUB phone number
Each agent on a FUB account gets their own dedicated FUB phone number - a dedicated business line assigned to each agent, used for both calling and texting within FUB.
  • Incoming calls to your FUB number route to you based on your settings
  • You initiate outbound calls from the FUB desktop or mobile app. The lead sees your FUB number as the caller ID, keeping your personal cell private
Set it up: 
  • Find your dedicated FUB number in your Settings— this is your professional business line for all calls and texts through FUB
  • Configure how incoming calls reach you — forward to your mobile, ring both lines, or send straight to FUB voicemail
  • Set your Outbound Number and Calling Method — choose which FUB number (personal or inbox) is used for outgoing calls and select the calling method that works best for your workflow. We recommend using your personal FUB number. 
  • Record a custom voicemail greeting — leads hear your name and business, not a generic robot message
  • Enable Caller ID on your mobile app — so incoming FUB calls are clearly labeled on your phone.
  • Place a test call — confirm calls ring, route, and record correctly before your first real lead comes in. Note: Use a number that is not your personal phone number to test. 

FUB Phone Overview


 
4. 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
  • Add call summary review to your coaching routine — review agent summaries regularly to spot follow-up gaps and coaching opportunities

Call Recording
Call Transcripts and Summaries
Power-Ups

ACTION REQUIRED: Let StreetEasy know you're set up
Congrats! You've finished Onboarding Step 1 🏆
Let your Team Lead know once you've finished setting up FUB. You're ready to link with StreetEasy (Onboarding Step 2)! 

Let your Team Lead  know once you've finished setting up FUB. You're ready to link with StreetEasy (Onboarding Step 2)! 

Questions? Reach out to us at StreetEasy-FUB@StreetEasy.com