Overview
This guide serves as a quick reference following a configuration call with your Implementation Specialist. Here, you'll find essential information about setting up and managing your MaverickRE account, including account settings, agent notifications, appointment messaging, and helpful resources.
Access: Circle icon, top right of Maverick screen.
Located in the circle icon on the top right of your Maverick screen.
Data Configs: This is where you configure new sources, stages, appointment outcomes and types.
Tip: Review these settings regularly to ensure accuracy and alignment with your current business needs.
Access: Bell icon, top right of Maverick screen.
Review and address remaining TMS related errors prior launch call: These are located under the little bell icon on the top right of your MaverickRE screen. You'll want to be sure to click the "show advanced reporting errors" toggle.
MaverickRE Related errors are connected to your data configs in Preferences.
As long as a CRM source has a Type of Team or Sphere, there does not need to be a transaction source mapped to it, unless there is a transaction source available that matches it.
Tip: Check notifications page WEEKLY.
Creates MAV_NUDGE_OUTSTANDING tag in FUB CRM.
Smart List: Create and share with your team to manage nudges.
Suggested Smart List Name: “At Risk of Reassignment.”
AI Call Coach: The numbers appearing on the right-side of this page can be copied, saved and shared for immediate agent use.
Call grading is focused on setting the appointment and reassurance
Agents must call from their Personal Number on their FUB account, not the dialer, for these calls only
Bear in mind the AI does leave room to speak and agents should always lead the conversation by starting with formal introduction.
Agents will receive a feedback email, example here, about 1-1.5 hours after your call and you can see all of this under the AI Call Tools - Grading page.
FUB Dialer: FUB Calls also getting graded by the AI, but agents will not receive a feedback email on these ones.
To add/remove/edit outcomes or types, update in FUB (Admin → More → Appointments) and map to a Type in MaverickRE preferences.
IMPORTANT: Agents will receive a text for every appointment that has been completed over the last two days that does not have an outcome (from the time the feature is turned on).
Intended for Live Transfer leads only. Will assist in creating appointment based on simple text responses received from the agent.
MaverickRE Help Center: Comprehensive guides and best practices (accessible via chat bubble in MaverickRE).
Weekly Office Hours: Wednesdays at 10:30 am PST / 1:30 pm EST.