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Agent Rules & Alerts Nudge Breakdown
Agent Rules & Alerts Nudge Breakdown

Get a breakdown of each rule, it's parameters and a better understanding of how Maverick pulls your data into the tool.

Alexis Williams avatar
Written by Alexis Williams
Updated over a month ago

NEW RULES JUST LAUNCHED!

Lead Activity Rules

Lead Trigger & Description

Agent Action- How to Clear Rule

Lead Created - Leads created in last 24 hours with no call/text outreach within 4 hours.

Communication with the lead must be logged in FUB as a call or text.

Lead Created - Leads created in last 24 hours with no call/text outreach within 12 hours.

Communication with the lead must be logged in FUB as a call or text.

Lead Called Us, Missed by Agent - Leads with missed calls in the last 7 days, and no callback within 2 hours. The lead wouldn't show up under the rule until 2 hours have passed since the missed call.

Communication with the lead must be logged in FUB as an outbound call. Leads will also clear from this rule if 7 days have passed since the missed call.

Lead Texted - Lead texted us in the last 7 days and no text back to the lead within 2 hours.

Communication with the lead must be logged in FUB as a text. Leads will also clear from this rule if 7 days have passed since the missed text.

Nurture Rules

***IMPORTANT NOTE*** These rules align with how your FUB stages are mapped in your MaverickRE preferences. If you want to change which rule the leads are pulled into, update the 'Stages to Type' section in your Preferences.

Lead Trigger

Description

Agent Action

Lead Entered Stage (Actively Listed/Showing Homes)

Leads in "Actively Listed/Showing Homes" stage with no call/text outreach in the last 3 days

  • Leads in a CRM stage that is mapped to the Maverick stage type of Actively Listed/Showing Homes in your MaverickRE Preferences where the last communication with the lead was greater than 3 days ago.

Communication with the lead must be logged in FUB as a call or text.

Lead Entered Stage (Short Term Nurture)

Leads in "Short Term Nurture" stage with no call/text outreach in the last 14 days

  • Leads in a CRM stage that is mapped to the Maverick stage type of Short Term Nurture in your MaverickRE Preferences where the last communication with the lead was greater than 14 days ago.

Communication with the lead must be logged in FUB as a call or text.

Lead Entered Stage (Long Term Nurture)

Leads in "Long Term Nurture" stage with no outreach in the last 30 days

  • Leads in a CRM stage that is mapped to the Maverick stage type of Long Term Nurture in your MaverickRE Preferences where the last communication with the lead was greater than 30 days ago.

Communication with the lead must be logged in FUB as a call, text or email.

Lead Created (Early Outreach Rule)

Leads in"New / No Contact" stage with no outreach within 30 days after creation.

  • Leads in a CRM stage that is mapped to the Maverick stage type of New/No Contact Made in your MaverickRE Preferences where there has not been any communication with the lead after 30 days.

Communication with the lead must be logged in FUB as a call or text.

Database Health Rules

Lead Trigger

Description

Agent Action

Lead has "Appointment Outstanding"

(Needs stage update)

Leads left in "Appointment Outstanding" stage for longer than 2 days after the appointment time.

  • Leads with an appointment time that was completed longer than 2 days ago, that are still in a CRM Stage that is mapped to the Maverick type of Appointment Outstanding in your MaverickRE Preferences.

Leads will stay in this rule regardless of updating the appt 'type' or 'outcome'. They must update the stage to a non 'Appointment Outstanding' stage in FUB.

Lead task added

Leads with tasks that were due within the last 7 days which are overdue for more than 2 days

The lead wouldn't show up under the rule until the task associated with the lead was has been overdue for longer than two days and was due within the last 7 days.
​
​The lead would clear from the under the following conditions:

  • Task is completed

  • Task due date is updated to a future date

  • Task is deleted

Lead was re-assigned

Leads who have been reassigned within the last 7 days with no call/text outreach within 1 hour of reassignment.

  • The lead has been reassigned within the last 7 days where the last communication with the lead was greater than 1 hour ago.

Communication with the lead must be logged in FUB as a call or text.

Lead Nudged

Leads with an unresolved nudge that is 1 day or more old, up to 7 days.

The agent would need to take the action that corresponds with the rule (ie. Call, Text, Email, Appointment Update, Task Completion, etc.)

Ylopo High Priority Rules

Rules Based on Tags

Parameters

Description

Lead tag added- Seller Handraisers with no call/text within 1 Day

Leads with high priority seller tags added and no call/text after 1 day, up to 7 days

Leads with recently added tags, without a call or text within 1 day of the tag being added
​
​Tags for Rule: 

Y_SELLER_LEARN_MORE_EQUITY
Y_SELLER_PRIVATE_SHOWING 
Y_SELLER_EMAIL_AGENT
Y_SELLER_CALL_AGENT

Lead tag added- Buyer Handraisers with no call/text within 1 Day

Leads with high priority buyer tags added and no call/text after 1 day, up to 7 days

Leads with recently added tags, without a call or text within 1 day of the tag being added
​
​Tags for Rule:

REQUESTED_RATE
Y_REQUESTED_TOUR

Lead tag added- Ai Needs Follow Up Activity with no call/text within 2 Days

Leads with high priority Ai tags added and no call/text after 2 days, up to 7 days

Leads with recently added tags, without a call or text within 2 days of the tag being added
​
​Tags for Rule:

AI NEEDS FOLLOW UP CALLBACK_SCHEDULED
ISA_TRANSFER_SUCCESSFUL
ISA_TRANSFER_UNSUCCESSFUL
ISA_ATTEMPTED_TRANSFER_REALTOR_UNAVAILABLE

Ylopo Priority Rules

Rules Based on Tags

Parameters

Description

Lead tag added- Buyer Property Interest with no outreach within 3 Days

Leads with priority buyer activity tags added and no outreach after 3 days, up to 7 days

Leads with recently added tags, without a call, text, or email within 3 days of the tag being added
​
​Tags for Rule:

Y_FAVORITED_LISTING
Y_SHARED_LISTING

Lead tag added- Return Buyer Activity with no outreach within 3 Days

Leads with priority buyer return tags added and no outreach after 3 days, up to 7 days

Leads with recently added tags, without a call, text, or email within 3 days of the tag being added
​
​Tags for Rule:

Y_HOME_3_VIEW
RETURN

Lead tag added- Return Seller Activity with no outreach within 3 Days

Leads with priority seller return tags added and no outreach after 3 days, up to 7 days

Leads with recently added tags, without a call, text, or email within 3 days of the tag being added
​
​Tags for Rule:

Y_SELLER_3_VIEW
Y_SELLER_REPORT_VIEWED

Lead tag added- New Number Updated with no call/text within 12 Hours

Leads that submit an updated number with no call/text within 12 hours, up to 7 days

Leads with recently added tag, without a call or text within 12 hours day of the tag being added
​
​Tags for Rule:

NEW_NUMBER

Lead tag added- Ai Activity with no outreach within 3 Days

Leads with priority Ai activity tags added and no outreach after 3 days, up to 7 days

Leads with recently added tags, without a call, text, or email within 3 days of the tag being added
​
​Tags for Rule:

NURTURE
AI ENGAGED
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