How to Use the Follow Up Boss Tools App

Learn how to leverage the free FUB Tools app as part of your daily Follow Up Boss CRM workflow from the Tools training webinar.

How to Use Tools Inside Follow Up Boss to Have Better Conversations and Close More Deals

We ran this live webinar for Follow Up Boss users. If you couldn’t make it, or you want to use it for team training, the full replay is below.

The short version:

Tools sits inside your Follow Up Boss account and helps you have better sales conversations, faster, without bouncing between a dozen tabs.

Watch the FUB Tools Webinar Training Replay

In the Follow Up Boss Tools video training session, I share my screen and walk through a real Follow Up Boss account so you can literally follow along step by step.

Why We Built Follow Up Boss Tools This Way

As a successful real estate agent, VA or ISA using Follow Up Boss, your day is spent inside Smart lists and Tasks.

You open a FUB contact, glance at the stage, look at the age of the lead, maybe scroll through a bit of history, and then you’ve got a decision to make:

• Do I call?
• Do I text?
• Do I email?
• And… what exactly do I say?

Most agents improvise that part. They make the call, get a tough question or objection, and end up saying, “Let me call you back once I look that up.”

That’s the game of tag we’re trying to eliminate.

Tools pulls the most important information into one tight space at the top of the screen; name, stage, age of lead, some call data to give you what you need to:

• Prepare quickly
• Deliver value on the first call
• Answer questions and objections on the spot

All without leaving the Follow Up Boss contact record.

Start With the Value of Your Time

I like to start the training with something a little uncomfortable:

What is your actual hourly rate right now?

Inside FUB Tools there’s a simple “value of your time” calculator. You plug in:

• Deals closed this year
• Income earned so far
• Hours you’re working each week

It spits out your real hourly rate.

Once you see that number, it gets a lot harder to justify spinning your wheels on low-value busywork. Every conversation starts to look like what it really is: a small piece of your future commission check.

Right next to that is the Income Goals tool.

You can drop in something like:

• Target income: $250,000
• Average sales price
• Typical commission

Tools then breaks that down into:

• How many closings you need
• How many appointments you need to set and meet
• How many calls and real conversations you should be having each day

In the webinar, the example works out to roughly:

• 124 calls a day
• At least 4 meaningful conversations
• Each conversation worth roughly $300+ in future income

Once you see it laid out that way, your task list inside Follow Up Boss stops looking like “random calls” and starts looking like a straightforward math problem you can solve.

Turning Property Activity into Real Talk Tracks

After the coaching part, I move into what most of you care about: talking about properties without feeling unprepared.

When you open a contact in Follow Up Boss with Tools active, you can:

• See the contact’s name, stage and lead age in a compact panel
• See a map of properties they’ve been looking at
• See whether those homes are clustered tightly (usually a sign they’re getting serious) or spread all over (usually still browsing)

You also get:

• The most recent property they viewed
• How many homes they’ve looked at
• Over what time frame

Instead of a cold “Hi, this is Jessie, just following up…”, you can open with something much more specific, like:

“Hey Joe, I saw you’ve been looking at a few places near Cypress and Stanton in Orange County. Did that Los Santos Way property catch your eye, or were you just exploring the area?”

That alone changes the feel of the conversation.

One-Click Property and Area Details

From any address, Tools lets you pull:

• Legal property info (APN, lot size, year built, tax data, last sale, etc.)
• Zestimate details
• Other nearby listings
• A map view and, if available, Google Street View
• A direct link to the listing on Zillow (photos, listing agent, contact info)

You don’t have to pretend you know every corner of every neighborhood off the top of your head. You just grab the address, paste it into Tools and hit the button.

There’s also an Area Details tool that uses AI to give you a quick summary of the neighborhood:

• Roughly where it sits
• School info
• Nearby amenities
• Emotional hooks people care about (walkability, proximity to parks, etc.)

That gives you an easy way to say something like:

“This part of Buena Park sits close to XYZ schools and has quick access to [major roads/freeways]. Most people who buy here like it because…”

Even if you’ve never physically been on that exact street.

Having Better Real Estate Market and Mortgage Rate Conversations

Two questions come up constantly:

1. “How’s the real estate market?”
2. “What are mortgage rates doing?”

Instead of guessing, you can lean on two simple pieces inside the Follow Up Boss Tools app:

Local Market Snapshot

Pop in a ZIP code and pull a live market report:

• Average list price
• Average price per square foot
• Average days on market
• A simple trend chart

It’s meant for you as a talk track, not as a fancy PDF. You can quote from it on the call or, if you want, copy parts into an email.

Daily Mortgage Rate Check-In

Every morning, before you start working your Follow Up Boss smart lists, you can click the Current Mortgage Rates & News button.

That gives you:

• Today’s rates
• A short write-up of what changed and why

So when someone asks, “What’s happening with rates right now?” you’re not guessing based on last month’s headlines.

Using the FUB Tools Calculators to Handle Common Sales Objections

The calculators in Tools aren’t about doing math for fun. They exist to help you stay calm and confident when a lead throws a familiar objection at you.

“We’re Just Going to Keep Renting”

With the Rent vs. Buy calculator, you can have a more grounded conversation that earns trust.

On the call you might say:

“Out of curiosity, what are you paying in rent right now?”

You plug that number in, along with today’s interest rate and a rough down payment, and Tools will show you:

• What price range they could buy at for a similar monthly payment
• Rough down payment required
• How much equity they could have after a few years if the home appreciates at a modest rate

Then the talk track becomes something like:

“Joe, at $3,500 a month, over five years you’re putting about $210,000 into your landlord’s pocket. If instead you bought around $440,000 with 5% down and the home appreciated around 3% a year, you’d likely be sitting on well over $100,000 in equity by then. That’s the kind of money that makes the ‘forever home’ possible later on.”

You’re not arm-twisting. You’re just walking them through numbers they probably haven’t seen laid out that clearly.

“We’re Going to Wait Until Rates Come Down”

The other big one is:

“We want to wait until rates drop to [insert dream rate here].”

With the Wait vs. Rate tool, you can ask a few simple questions:

• “What rate would make you feel good about buying?”
• “How long are you willing to wait for that?”
• “Roughly what price range are you thinking about?”
• “How long do you see yourself staying in the next home?”

Tools then lets you compare:

• Buying now at today’s rate and price
  vs.
• Waiting for a lower rate while prices potentially move up

The punchline in many markets is that if prices move up while they wait, the “savings” from a lower rate can evaporate completely—and they lose a year of equity growth on top of it.

When you can explain that clearly, most people at least pause and think about their plan differently.

Everyday Follow Up: Texts, Emails and Calls

There are a bunch of smaller tools I show in the webinar that solve annoying problems you run into all the time.

Follow Up Boss texting:

• Paste a text objection (for example: “Not interested, waiting for lower interest rates”) and Tools will draft targeted, personalized replies you can use or tweak.
• If a text gets flagged by carriers, you can paste it into the Filtered Text Fixer and get a cleaned-up version that’s less likely to trigger filters.

For email:

• Use Verify Email to check if an address is deliverable before you hit send. This protects your domain reputation and reduces bounces.
• Use the email optimizer to clean up and tighten long messages, especially when you’re writing to old leads on mobile.

FUB calls:

• Check if a number is on the DNC list before calling FSBOs or expireds.
• Use the best time to call / time zone check so you’re not accidentally dialing someone at 6 a.m. their time.
• Generate simple call scripts based on the lead’s stage, including common objections and ways to respond.
• Use the Mover Momentum / LP MAMA prompts if you want a simple structure to guide the conversation instead of winging it.

None of these are meant to turn you into a robot. They just take the pressure off, so you’re never staring at the screen thinking, “What do I say now?”

How to Put FUB Tools Into Play After You Watch

If you watch the replay and want a simple way to start, here’s what I suggest:

1. Make sure Tools is installed and visible in Follow Up Boss, and drag it near the top of the screen.
2. Run the “value of your time” and “income goal” calculators so you’re clear on your numbers.
3. Pick one smart list (new leads, home valuation leads, old website visitors) and commit to working that list with Tools open.
4. Before each call, pull property details, area details and, if relevant, Zestimate or local market data so you’re ready.
5. Keep Rent vs. Buy and Wait vs. Rate bookmarked in your head for when those objections come up.
6. Use the text, email and call prep tools to clean up your outreach and protect your deliverability.

You’ll see pretty quickly that the conversations feel different. You’re calmer, the lead hears more specific value, and you don’t have to leave Follow Up Boss to “go research” basic questions.

If you use this replay for team training, you’re welcome to send the link to your agents and ISAs and let them watch it at their own pace. And if you have ideas for new Follow Up Boss Tools or tweaks, use the feedback button at the bottom of any tool—we really do read those and build from them.

Schedule Personalized Follow Up Boss Tools Training

Do you have a real estate office or team that would benefit from personalized training? Schedule a free personalized Tools training webinar for your office today.

Enable the free Follow Up Boss Tools App

Not using Tools yet? Use the direct link below to instantly enable the free Tools app today.