Overview

Our Free Sales Pipeline Alerts are your secret weapon for ensuring high priority leads don't slip between the cracks! This powerful, automated daily digest keeps a vigilant eye on your pipeline, identifying at-risk opportunities like missed calls, texts, and handraisers. With real-time alerts delivered every Monday, Wednesday, and Friday. You'll have the insights you need to take swift, corrective action and keep your pipeline flowing smoothly.

How it Works

Integration with Follow Up Boss:
Our system seamlessly integrates with FUB, to follow lead activity.

Activity Detection:
MaverickRE uses predefined rules based on industry best practices to identify opportunities that may have been missed. This includes unactioned high priority tags and unanswered calls and texts.

Alert Notification:
MaverickRE will actively track lead activity within FUB to send updates via email three times a week-- every Monday, Wednesday, and Friday.

Email: Only one email per FUB account can receive the Sales Pipeline Alerts.

Example Email:

Rules Based on Activity	Parameters	Description
New lead created but has no short-term outreach	Leads created in last 24 hours with no outreach within 12 hours	Newly created lead in CRM with no outreach (last communication) within 12 hours. IMPORTANT NOTE: Communication with the lead must be logged in FUB as a call, text or email.
Leads with recent missed calls and no call back	Leads with missed calls in the last 7 days and no call back within 2 hours	The lead wouldn't show up under the rule until 2 hours had passed since the missed call. The lead would clear from the rule under two conditions: 7 days have passed since the missed call or the call has been returned
Leads with recent missed text and no text back	Leads with missed texts in the last 7 days and no text back within 2 hours	The lead wouldn't show up under the rule until 2 hours had passed since the missed text. The lead would clear from the rule under two conditions: 7 days have passed since the missed text or reply back to the text

Rules Based on Tags	Description
Seller Handraisers with no call/text within 1 Day	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
Buyer Handraisers with no call/text within 1 Day	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
Ai Needs Follow Up Activity with no call/text within 2 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
Buyer Property Interest with no outreach within 3 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
Return Buyer Activity with no outreach within 3 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
Return Seller Activity with no outreach within 3 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
New Number Updated with no call/text within 12 Hours	Leads with recently added tag, without a call or text within 12 hours day of the tag being added Tags for Rule: NEW_NUMBER
Ai Activity with no outreach within 3 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

Agent Rules and Alerts Nudge Overview

Understanding MaverickRE Stage Types

Agent Rules & Alerts Nudge Breakdown

Weekly Agent Email Overview

Sales Manager Report Breakdown