Never Forget Key Deal Info Again! TC POV with Lisa Vo

Never Forget Key Deal Info Again! TC POV with Lisa Vo

June 18, 20251 min read

🎯 FOLLOW UP BOSS MASTERCLASS: Never Miss Another Deal Deadline!

Are you tired of scrambling to remember inspection dates, earnest money deadlines, and closing milestones?

This comprehensive training shows you EXACTLY how to turn Follow Up Boss into your ultimate transaction management powerhouse!


🔥 WHAT'S INSIDE:
✅ Custom Fields Setup (the RIGHT way)
✅ Smart Lists that work for YOU
✅ Task vs. Appointment strategy
✅ Real-world examples with live demo
✅ 170+ custom fields system revealed


⏰ TIMESTAMPS:
0:00 – Introduction & Overview
2:19 – Custom Fields Deep Dive
6:35 – Smart Lists Setup
11:16 – Milestone Tracking Strategy
15:51 – Appointment vs Task System
21:08 – Q&A Session


👥 WHO THIS IS FOR:
✅ Real estate agents using Follow Up Boss
✅ Transaction coordinators
✅ Team leaders wanting better systems
✅ Anyone tired of missing important deadlines


From a TC who manages transactions in all 50 states – this system prevents deals from falling through the cracks and keeps your clients happy!

💬 QUESTIONS?
Drop them below!


🔗 WANT OUR HELP?
👉 Check out myrecc.com for our TC services and system setup.


👍 FOUND THIS HELPFUL?
Like, subscribe, and share with your real estate friends!


#FollowUpBoss #RealEstate #TransactionCoordinator #CRM #RealEstateAgent #RealEstateTech #DealManagement #RealEstateTraining

TC Coordinator

Lisa Vo

TC Coordinator

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