Overview:
MaverickRE’s Nudging system helps drive agent accountability and consistent follow-up by automatically identifying leads that need action—and surfacing those directly to your team. Powered by customizable Rules and Alerts, Nudges ensure your agents always know who to follow up with and why.
✅ What Are Nudges?
Nudges are notifications triggered when a lead meets a specific condition—such as not being followed up with, missing a call, or leads with no communication for leads they're nurturing. These Nudges are visible on your team’s dashboard and also notify agents via email, text, and FUB notification to ensure nothing falls through the cracks.
🧠 How Nudges Work
Rules Define the Logic
Each Nudge is powered by a “Rule” you set. Rules evaluate your CRM data (Follow Up Boss) and look for leads that meet certain conditions. For example:"No follow-up in 2+ days"
"Appointment marked as No Show, no reschedule attempt"
"Tagged as HOT but hasn’t been contacted in 48 hours"
Alerts Surface the Nudges
When a Rule is triggered, an Alert is sent—this is the Nudge. Alerts appear in real time on your Rules and Alerts page and can be sent to:Individual agents
Managers
Email recipients
Agent View of Nudges
Agents can log into their Maverick dashboard, head to the Rules and Alerts tab under Agent Reports and see:The lead name & contact info
The rule that triggered the Nudge
The suggested action or expectation (like “Call now”, text or email)
🔔 Notifications Sent When Nudging
Text (no reply):
Email:
FUB mention & notification:
Tag is Added to nudged leads:
NOTE: Once the agent takes the required action, the tag will automatically remove from the lead.
📊 Understanding Nudge Counts & Metrics
To manage past-due leads effectively, it is important to understand how MaverickRE counts nudges. Different counters track the history of the lead versus the performance of the current agent.
🚦 Understanding Nudge Statuses
Past Due (Violation)
The agent did not take action on this Lead within the time limit. The Lead is now non-compliant and requires immediate attention.
At Risk (Pending Action)
The agent is currently within the allowed timeframe to complete the required action on the Lead (e.g., call or text) before it becomes overdue.
Completed (Resolved)
The agent performed the necessary follow-up on the Lead, satisfying the Rule and clearing the alert.
📊 Key Columns to Track Nudging Activity
Use the columns below to track Nudge activity and understand the history of your Leads and Rules:
(To access these columns, open a Rule, select Manage, and scroll to the right)
Last Nudge
The date and time stamp of the last unresolved nudge.
Why it helps: This highlights urgency. It tells you exactly when the lead fell out of compliance so you can see how long it has been sitting without action.
Nudge Count
The total history of all nudges ever sent to this lead, across all rules and all assigned agents.
Reset Logic: Never resets.
Why it helps: This tells you if a lead is historically "difficult" or frequently neglected, regardless of who owns it now.
Assigned Agent Nudge Count
The total history of nudges sent to this lead regarding the currently assigned agent only.
Reset Logic: Resets when a new agent is assigned.
Why it helps: This measures the current owner's accountability. If you reassign the lead, the new agent starts with a clean slate.
Rule Nudge Count
The total history of nudges sent to this lead for this specific rule and the currently assigned agent.
Reset Logic: Resets when a new agent is assigned OR when the agent resolves the nudge (takes the required action).
Why it helps: This tracks specific behaviors. For example, if an agent repeatedly triggers the "No Follow Up" rule for the same client.
📈 Why It Matters
Nudges are one of the most powerful tools in MaverickRE for improving lead conversion, because they:
Keep agents focused on the highest-priority leads
Prevent prospects from slipping through the cracks
Create visibility for managers into agent responsiveness
Automate lead follow-up accountability at scale
📘 Learn More
Explore How to Customize Rules for Nudging on Rules and Alerts to learn how to customize, add/edit, and manage your rules for better lead follow-up and accountability.