How One Team Closed 2,000 Transactions With Zero Missed Deadlines Using Only Follow Up Boss

Most agents treat their CRM like a contact list.
The Hyland Group turned Follow Up Boss into a complete transaction management system and closed 2,000+ transactions with zero missed deadlines.

Chelly Herren, COO of The Hyland Group, shows you the exact system her 15-agent team uses to manage 375 transactions per year — no separate transaction software, no scattered documents.
Just one system from contract to close.

What You'll Learn:
✅ How to structure buyer and seller pipelines inside Follow Up Boss
✅ Action plan framework that cuts transaction management time in half
✅ Smart task reminders that eliminate missed deadlines automatically
✅ Email and text templates that maintain compliance while feeling personalized
✅ How to track your entire pipeline in one visual dashboard
✅ Custom fields that put critical dates at your fingertips on mobile

Results After 5 Years:
📈 2,000+ transactions managed
⭐ 700+ five-star reviews
⏱ 50% reduction in transaction management time
✅ Zero compliance issues
🚀 Multiple platforms eliminated

Who This Works For:
Solo agents scaling without hiring.
Small teams getting organized.
Growing teams with system gaps.
Anyone tired of logging into five systems to manage one deal.

Bottom line:
Your CRM can manage your entire transaction process, maintain compliance, improve client communication, and give you back hours every week.

Connect with Chelly: chellyherren.com
Join us in Las Vegas – November 6th
The Lab: Deep-dive build sessions. No fluff. Limited seats.

Timestamps:
00:19 - Why transaction management matters
02:17 - Real cost of sloppy systems
05:27 - Common mistakes that kill compliance
09:52 - The Follow Up Boss contact record setup
12:06 - Compliance is not optional
14:26 - Using Follow Up Boss differently than most agents
16:52 - Pipeline stages for buyers and sellers
21:20 - Deal stages visual walkthrough
23:27 - Action plans by transaction stage
25:54 - Setting up smart reminders
27:52 - Client communication templates
30:13 - Benefits and results
32:32 - TC Assist: Pre-built system

Questions? Drop them in the comments.

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