Step-By-Step Guide
1. Sources
During the onboarding setup process, you will need to configure your lead sources. MaverickRE pulls these lead sources directly from your Follow Up Boss (FUB) account. This step ensures that your leads are accurately categorized and reported in your Maverick account.
IMPORTANT NOTE: This step is crucial and must be completed. There are other steps later on that you may skip if needed.
Lead Source Column:
Under the Type column, you'll indicate which sources are team generated sources, which ones are Sphere Sources and which sources you wish to ignore from reporting.
Team: Select "Team" for lead sources that are generated by your team.
Sphere: Select "Sphere" for personal or sphere of influence (SOI) leads, which are non-team generated sources.
Ignore: If there are lead sources you do not want to include in any reporting, you can choose to ignore them.
Transaction Source Column:
The Transaction Source column IS NOT addressed at this stage. This portion is intended for clients with the Revenue Accelerator PRO package and will be configured later if applicable.
Select Save, then "Next"
After categorizing all lead sources, click the "Next" button to save your preferences and proceed to the next step.
2. Stages
Mapping your CRM stages to Maverick types standardizes the data throughout the platform. This standardization is essential for the system to correctly interpret and act on the data, ensuring that your rules and alerts (agent nudging) are triggered appropriately.
Visit this article to get the definition for the stage types in MaverickRE.
Use the drop down selector on the Type column and select the type that corresponds with the lead stage in your CRM.
The type options provided are standard and cannot be edited or changed.
If you wish to ignore leads in those stages, select Ignore.
Select Save, then "Next"
After categorizing all stages, click the "Next" button to save your preferences and proceed to the next step.
3. Appointment Outcomes
Appointment outcomes are imported from your CRM (Follow Up Boss). In this section, you will categorize each outcome to let the system know which appointments were successful (Met), unsuccessful (Not Met), uncertain (Unknown), or should be disregarded from reporting (Ignored).
Use the drop down selector on the Type column and configure each appointment outcome accordingly.
Select Save, then "Next"
After categorizing all appointment outcomes, click the "Next" button to save your preferences and proceed to the next step.
4. Appointment Types
Appointment types are imported from your CRM (Follow Up Boss). In this section, you will categorize each appointment type to let the system know which appointments is a Buyer type, Seller, Both, or should be disregarded from reporting (Ignore).
Use the drop down selector on the Buyer/Seller column and configure each appointment type accordingly.
Select Save, then "Next"
After categorizing all appointment outcomes, click the "Next" button to save your preferences and proceed to the next step.
5. Users
This is where you will configure each Agent, ISA, and Lender that you will be reporting on in MaverickRE. You can also choose which agents/users you wish to remove (ignore) from reporting.
The phone number listed for the agent will be the number that is used to send nudge and reminder notifications.
The email address of the user will be where they receive their weekly stat emails and Maverick notifications.
Under the column "User is ISA", check the box for each user that is an ISA.
Under the column "Remove User from Reporting", check the box for users you wish to exclude from reporting.,
Review User Roles
Agents should be marked as Agents
ISA's should be marked as Staff
Admins should be marked as Staff
Lenders should be marked as Lender
Select Save, then "Next"
After categorizing all users, click the "Next" button to save your preferences and proceed to the next step.
6. Groups
The Group feature is designed to help you classify groups of agents or teams within your brokerage or team. This functionality enables you to conveniently view the performance of each group in multiple reports and tools, without the need for extensive searching or digging through data.
Select Edit Group Options
To create your agent Groups, you will select Edit Group Options.
You will be prompted to type in a New Group Name. Next, select Submit.
To add an Agent to a specific group or groups, use the drop down selector under GROUP and select which group you would like to add (or remove) Agents from.
Once you've made your selections for a group, select Save Assignments.
Select "Next"
After creating all of your groups, click the "Next" button to save your preferences and proceed to the next step.
Selecting "Skip" allows you to bypass the step of setting up groups at the current moment. This is useful if you don't have groups of agents to filter by or if you prefer to organize them later. By selecting "Skip," you can proceed with other tasks and come back to setting up groups whenever you're ready.
7. Appointment Messaging
Please visit this article to learn more about how to set up this feautre.
To review how Appointment Messaging will function, visit this article.
Select "Next"
After setting up your Appointment Messaging, click the "Next" button to save your preferences and proceed to the next step.
Selecting "Skip" allows you to bypass the step of setting up the appointment outcome messaging. You can come back to setting up Appointment Messaging in your account preferences whenever you're ready.
8. New Lead Messaging
Please visit this article to learn more about how to set up this feautre.
To review how Appointment Messaging will function, visit this article.
Select "Next"
After setting up your New Lead Messaging, click the "Next" button to save your preferences and proceed to the next step.
Selecting "Skip" allows you to bypass the step of setting up the New Lead Messaging. You can come back to setting up New Lead Messaging in your account preferences whenever you're ready.
Once you've finished setting up your account preferences, you'll be automatically logged out and prompted to log back in. Upon logging back in, you'll regain full access to your account, along with all of our amazing features!
Need to get back to your account preferences? Visit the Preferences section of the the MaverickRE Help Center to learn how!
NOTE: If you've subscribed to the Revenue Accelerator PRO package, your Implementation Specialist will persist in aiding you with integrating your transaction data into your Maverick account.
Don't forget to participate in MaverickRE Office Hours held weekly on Wednesdays! Here, we share best practices, address queries, and provide insights into new releases! To join upcoming sessions or view past recordings, visit this article.