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:
📈 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.