Getting started for Agents & Lenders

This guide is for Agents & Lenders starting to use Follow Up Boss Classic. 

We encourage you to instead get started with Follow Up Boss 2 and watch this training series.

1. Connecting your email.

On the getting started screen click "Connect My Email".

If you need the IMAP/SMTP settings for your email provider, search the provider name
+ IMAP in Google. Extra info on connecting email.

2. Setup text alerts

In the top right of the app hover over your name, a dropdown will appear, choose My Settings.

Choose the phone tab, enter your phone number and click "Verify Number".

Then choose your alert options, see this guide for more details.

3. Setup your email signature

On the same My Settings screen, click email and setup your email signature. Note html is not supported but you can add links and images. Include a link to your best IDX website.

On this screen you can also tick "Share Emails" once your email is connected.