With the help of this integration, "Follow Up Boss" users can see contacts, leads, and clients in the back office system.

  • Sync contacts, leads, and clients to back office;
  • When a deal is created in "Follow Up Boss", it creates an incoming transaction in "Brokermint";
  • Both "Agent" and "Source" are pulled over as "Contacts";
  • Any CRM recorded changes in "Follow Up Boss" will always be synced to back office;
  • Custom field mapping between both systems;

To activate please contact your designated support representative or email support@brokermint.com.

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