InterFace 2.0
A New, Intuitively Simple Way to Optimize Follow Up Boss and Build a Profitable Team
Origin Story
- Started my career as a real estate agent in 2007
- Played online poker professionally while living on the beach in Mexico.
- Transitioned to a career in Data Science and Analytics
- Hired in 2017 as the Database Manager and quickly promoted to Chief Data Officer at Reef Point Realty, the top selling team in San Diego at the time
- Started InterFace as an automation and integration solution for FUB
.jpg "InterFace 2.0 WEBINAR (1)")
Automation Platform
Triggers include Appointments, Calls, Email Opens/Clicks,
Notes, Tasks, Texts, Website Events and many more...
- Super-Charged FUB Automations
- Automatically Reassign Leads when the Assigned Agent is MIA
- Optimized Smart Lists
Goal for official release is Feb. 1st, 2024 but development delays are not uncommon so the official release may be delayed 60-90+ days.
More FUB Automation Triggers = More Time Savings
The Follow Up Boss automation builder will eventually allow the use of any FUB webhook as an automation trigger. All of the triggers listed below will be included on the initial release except for the triggers marked as 'Coming Soon'
Calls
Triggers: When a call is Created or Updated
Text Messages
Triggers: When a Text Message is Created
Emails
Triggers: When an Email is Created
Notes
Triggers: When a Note is Created or Updated
Deals
Triggers: When a Deal is Created or updated or Deleted
People
Triggers (Coming Soon): When a Person is Created or Updated or Deleted
People Stages
Triggers (Coming Soon): When a Person Stage is Updated
People Relationships
Triggers (Coming Soon): When a Relationship is Created or Updated or Deleted
Appointments
Triggers (Coming Soon): When an Appointment is Created or Updated or Deleted
Tasks
Triggers (Coming Soon): When a Task is Created or Updated or Deleted
Events
Triggers (Coming Soon): When a person opens, clicks a link, or unsubscribes from a marketing email, or performs an action on your IDX website
Dates
Triggers (Coming Soon): When Person custom date fields, Deal custom date fields, and Task dates are updated
Super-Charged FUB Automation
Use the triggers listed above to apply tags in FUB. When the tags are applied they can be used as triggers for FUB (or Zapier, or Make) automation, which will greatly expand the automation capabilities of those platforms.
Automatically Reassign Leads when the Assigned Agent is M.I.A.
The FUB automation builder can apply a tag (ex: #Assigned Agent Activity) when the assigned agent logs a call, sends a text or email, or creates a note.
Run a FUB action plan (or Zap workflow) when a new lead comes in to reassign the lead after a certain timeframe if the #Assigned Agent Activity tag hasn't been applied yet.
Optimized Smart Lists
The FUB automation builder can also populate data to custom fields from any of the triggers listed above.
Currently, FUB smart lists have some limitations. Building a smart list based on last activity isn't ideal as a call from a lender will drop the contact off the assigned agent's smart list.
Instead, use the automation builder to populate a date to an Assigned Agent Last Call Date custom field, and use that field for your assigned agent's smart lists.
Drag and Drop Form Builder
Customizable web forms can be embedded within FUB or used for lead capture on your website or at open houses
Beta Launch Scheduled for December 2023 Goal for official release is April. 1st, 2024 but development delays are not uncommon so the official release may be delayed 60-90+ days.
Unlimited Fields.
Unlimited Rules.
Powerful enough to leap beyond the limitations of most form systems available to date. From pre-defined data and validation, to conditional logic for the fields to appear - we've got you covered.
Easy Integration
Have your agents access the forms from our embedded app within Follow Up Boss, with relevant data populated!
Or simply copy the link and paste it where you need, a good example being a dedicated form for Open Houses.
Profound Entries Manager
View all entries from your InterFace dashboard, filter and sort them as you require, or edit entries from the backend!
What our customers say
“InterFace makes it so we can get the most out of Sisu and has allowed us to get all of the reports the way we want them to be.”
“We use InterFace to streamline some of the most complex systems out there and it works like a charm! The automation that’s possible from a form fill is incredible!! It can also push to both SISU and Open To Close if you’re running both. Big fan of InterFace!”
“InterFace saves our agents time so they can focus on their business. I can’t imagine using SISU without it."
Analytics
Customizable, Exportable Report Engine
Tailor reports to your needs and export valuable insights effortlessly.
chatGPT enabled Business Intelligence
Generate dashboards and reports with natural language. No need to understand what the x or y axis is!
Goals, Challenges, and Leaderboards
Track your real estate team's progress with Goals and motivate your team with Leaderboards.
Data Studio at InterFace
Get FREE access to InterFace's Data Studio chart creator while the rest of the Analytics Platform is in development. Sign up now to be added to the waitlist and to receive an invite when the massively discounted pre-sale webinar is scheduled.
Time-Series Conversion Ratios
Determine your agents' conversation ratios from one stage of your sales process to the next with granularity!
AI enabled Lead Source Attribution
Access sophisticated lead source attribution models allowing you to gain deeper insights into lead conversions.
Utilize AI to automate lead source attribution by compiling data from various sources, including notes, events, and property inquiries, streamlining the process for more accurate reporting.
.png "InterFace 2.0 WEBINAR (1)")