Follow Up Boss for Real Estate Investors
Stop juggling deals in spreadsheets. Configure FUB for the deal-flow workflow — from lead source through dispo to JV partner.
The Specific Problems Real Estate Investors Face
Deal stages confusion
Your deals don't fit a typical sales pipeline. You need stages like "Under Contract," "Inspection Period," "Dispo Listed," "JV In Progress" — none of which exist by default.
JV partner tracking
When you JV a deal with another investor, neither of your CRMs handles the partnership tracking, profit splits, or shared communications.
Dispo workflow gaps
Your buyers list isn't segmented by criteria, deal size, or recent activity. Every dispo email goes to everyone — and your open rates suffer.
Cold lead → contract pipeline
Cold callers, direct mail, online leads — each source needs different action plans, but most investors run them all through one generic flow.
How FUB Should Be Configured for Real Estate Investors
Investors need FUB configured for deal-flow logic, not house-hunting logic. Here’s how we structure it:
- Custom deal pipeline with investor-specific stages (Lead → Hot → UC → Dispo → Closed)
- Buyers list segmentation by criteria (zip code, price range, condition, recent activity)
- Dispo automation — when a deal goes UC, automatically email matched buyers
- JV tracking workflow with custom fields for partner, split, and deal status
- Cold-source action plans distinct from inbound lead plans
- Source-to-close ROI tracking so you know which marketing actually pays
Why Follow Up Boss for Real Estate Investors
FUB is the closest thing to a purpose-built investor CRM that’s actually well-supported and flexible. Investor-specific platforms like InvestorFuse are either too rigid or too expensive. With proper configuration, FUB outperforms them — at half the cost.
Frequently Asked Questions
Do you handle deal flow with multiple acquisitions teams?
Yes — we configure separate pipelines for each acquisitions specialist with proper routing and accountability.
Can FUB handle dispositions to my buyers list?
Yes — and this is one of the highest-leverage configurations we do. Smart lists segmenting buyers by criteria, automated dispo emails, performance tracking.
What about my virtual cold callers?
We configure FUB so cold callers can log calls, leads route to the right disposition team, and quality control is built in.
I do creative finance — does that change the setup?
Yes. Sub-to, owner-finance, and lease-option deals each have different timelines and workflows. We configure stages and follow-up plans for each.