Overview
We understand how busy our Agents get and how hard it can be to keep so many pieces of information up to date! The appointment outcome text messages allow you to automate key updates to ensure your CRM and your MaverickRE reports stay up to date and accurate so that you get the insight you need into your Agent's performance.
Important Note!
If an appointment is created in FUB without specifying an appointment type, the system will default to sending a text with Buyer outcome options.
To prevent appointment outcome update texts from being sent for certain appointment types, simply ignore those types in your MaverickRE Preferences.
The appointment outcome and stages displayed in these texts will be pulled from your Follow Up Boss account. The options you see presented in the screenshots below are just examples.
How it Works
We will ask for the outcome of the appointment, we will automatically update the appointment outcome in Follow Up Boss to match the choice made by the agent.
If you have the Zillow Two Way Sync; if the appointment outcome is configured as a "Met" type (in your data configs in Maverick), and it is a Zillow Lead, it will update the lead stage to "Met With Client" automatically to ensure your stats are tracked correctly.
The second question asked in the series of texts is "What stage should this lead go into", the agent will select a stage and we will automatically change the stage in Follow Up Boss.
We end the sequence by asking for any notes which are added to the leads profile activity.
To get started, an appointment must be set on the lead's profile page in FUB. This is how our system knows which Agent to send the text to and when it needs to be sent based on the end time of the appointment.
Shortly after the appointment time has ended, the assigned Agent will receive a text message from a MaverickRE number asking them to update the appointment outcome by responding with a number that corresponds with the appropriate appointment outcome.
Once the Agent responds with the number that corresponds with the appropriate appointment outcome, a second text message will be delivered immediately asking the Agent to reply back with the number that corresponds to the stage the lead should now be in.
Attention! If you are receiving Zillow Flex leads, the stage options that are sent to agents as part of the Appointment Outcome Texting feature for Zillow Flex leads specifically:
For Buyer type appointments:
Please reply back with the NUMBER that corresponds to the stage to change in your CRM
1 -- Nurture
2 -- Showing Homes
3 -- Submitting Offers
4 -- Under Contract
7 -- Leave in stage - Met with customer and just add notes
For Seller type appointments:
Please reply back with the NUMBER that corresponds to the stage to change in your CRM
1 -- Listing Agreement
2 -- Nurture
7 -- Leave in stage - Appointment Set and just add notes
Once the Agent responds with the number that corresponds with the appropriate stage in your CRM, they will receive one final text asking them to respond with any notes they have to enter into the CRM.
If the Agent does not respond to the initial text within one hour, they will receive three additional reminders every following hour before the appointment is put in a "Needs Update" status in the MaverickRE Appointment Reviewer report.
Now that the Agent has given all the necessary responses, you will see the appointment outcome and stage automatically update in your CRM! You will also see any notes the Agent provided via their text reply.
MaverickRE Numbers
Here is a list of numbers that could potentially text an agent from MaverickRE. We highly recommend that agent’s save the numbers that text them as Maverick so that they recognize it when it comes through.
(323) 417-8769
(323) 417-0527
(302) 305-6162
(626) 507-3983
(323) 615-3621
(626) 542-1096
(626) 778-5239
(323) 370-0394
(626) 900-0706
(323) 543-0930
(361) 315-2835
To learn more about how to set this feature up, visit this article.