Error

Description

Solution

You have CRM Sources not configured

This means you need to update the Type to of the source to Team, Sphere, or Ignore, or check if your CRM source needs to be mapped to a Transaction Source.

To fix this, update the source Type in MaverickRE to Team, Sphere, or Ignore. You can make these changes on the Notifications page or under the Data Configs tab in Preferences under the CRM Sources box.
​
​Important Note: You only need to map your CRM source to a Transaction source if you’ve closed a deal with it. Otherwise, leave it blank.

You have TMS Sources not configured

(Pro Accounts Only)

This means you need to update the Type of the source to Team, Sphere, or Ignore.

To fix this, update the source Type in MaverickRE to Team, Sphere, or Ignore. You can make these changes on the Notifications page or under the Data Configs tab in Preferences under the Transaction Sources box.

You have Appt Outcomes not configured

This means you have appointment outcomes that you have added/updated in your FUB account that have not been configured in your MaverickRE account.

To fix this, update the appointment outcome Type in MaverickRE to Met, Not Met, Unknown, or Ignore. You can make these changes on the Notifications page or under the Data Configs tab in Preferences under the Appointment Outcomes box.

You have Appt Types not configured

This means you have appointment types that you have added/updated in your FUB account that have not been configured in your MaverickRE account.

To fix this, update the appointment outcome Type in MaverickRE to Met, Not Met, Unknown, or Ignore. You can make these changes on the Notifications page or under the Data Configs tab in Preferences under the Appointment Types box.

You have Stages not configured

This means you have FUB Stages that you have added/updated in your FUB account that have not been configured in your MaverickRE account.

To fix this, update the Type to the corresponding stage type in MaverickRE. For more details on MaverickRE stage types and their meanings, check out this article
​
You can make these changes on the Notifications page or under the Data Configs tab in Preferences under the Stages to Types box.

Error

Description

Solution

Transactions without a FUB Person Record Linked

This error indicates the transaction record is missing the lead ID (FUB ID) that is related to the lead (buyer/seller) in your Follow Up Boss account.

Locate the FUB ID and add to the corresponding transaction record.

You have Transactions with no agent present in the TMS Record.

This error indicates that the agent is missing from the transaction record.

Brokermint:
The agent must have the role of Listing Agent or Buyer’s Agent and be a user in Brokermint.

​Sisu:
The agent must have the role of Listing Agent or Buyer’s Agent and be a user in Sisu.

​FUB Deals:
The agent must be associated with the Team on the deal card and be a user in FUB.

​Mav Deals:
The agent must be listed in the User section of the transaction and assigned the role of Buyer’s Agent or Listing Agent.

You have Transactions with missing acceptance or close date(s)

This error indicates that the transaction record is missing either the acceptance date, the close date or both.

Update the transaction record by adding the missing date (e.g., acceptance date or closing date).

Transactions missing the lead source

This error indicates that the transaction record is missing a lead source.

Update the transaction record with the lead source where the transaction originated (e.g., if closing with a Zillow lead, select Zillow as the source in your Transaction Management System)

Active FUB user's with no TMS User Linked

This error indicates that you have a user in FUB that cannot be matched with a user in your transaction management system (ie. Brokermint, Sisu, FUB Deals).

If you are not able to locate the user by searching for their name in the TMS user column it is likely because they have not been added as a user to that system.

If you are able to locate the user by searching for their name in the TMS user column, select their name, then select save. This will associate their user profile in FUB with the user profile in your transaction management system.
​

For Staff or Admins not in production, as well as ISAs, you can select the box next to their name and select Ignore Warnings as this is only necessary for agent's in production.

Lead assigned to the agent after the acceptance date

This error means that the agent has been assigned to the lead AFTER a deal was already accepted.

To resolve this, edit the assignment record, find the record currently in use, and update the "Assigned On" date to one that falls before the stated acceptance date.

You have transactions with more than 1 agent record.

This error is a callout to alert you that there is more than one agent on a record. This means that all agents on the transaction record will receive credit for that deal in MaverickRE.

If the listed agents should receive credit for the transaction, simply ignore the warning.
​
If an agent should not be receiving credit for the transaction, they need to be removed from the record.

Transactions where lead has never been assigned to the agent who closed the deal

This error alerts you that there are transactions linked to leads the corresponding agent has never been assigned to. In other words, the agent listed under TMS Agent is receiving credit for the transaction but is not assigned to the associated lead in FUB.

You can ignore this error if the transaction and lead are correctly associated with the right records.
​

However, if the agent should be assigned to the lead linked to the transaction, you will need to reassign the lead to the agent in FUB.