Transaction management, inside Follow Up Boss

Follow Up Boss is the best CRM in real estate — but out of the box it doesn't ship with a systems-and-automations layer that works for every deal. DealDeck fills that gap so you can run the entire transaction where your leads and clients already live, instead of juggling another app on the side.

Tasks anchored to the dates that matter

Every task is auto-scheduled off the key dates in the contract — closing, effective, inspection, appraisal, financing, photo, go-live. No more manual date math for every deal.

Pre-made email templates, filled out perfectly

Templates are ready to send the moment the contract is parsed. Merge fields populate correctly the first time, so you're sending polished client updates in seconds instead of minutes.

The contract stays in the file

Uploaded contracts are attached to the FUB contact automatically, so the paperwork lives where the rest of the deal already does.

Assign to a TC, admin, or agent

Route every task to your transaction coordinator, admin, or the agent handling the deal. Works for teams and solo agents alike.

Customizable for your market

Every market has its quirks. Tasks, timelines, and templates can be tuned to the specific way business gets done where you work.

How it works

  1. 1

    Connect your Follow Up Boss API key. One-click sets up all required custom fields in your account.

  2. 2

    Upload a contract (any state, any format). DealDeck extracts 50+ fields in seconds.

  3. 3

    Review, then push. Fields, tasks, and the PDF attachment land on the FUB contact — assigned to your TC, admin, or agent.

  4. 4

    Send pre-made email templates that are already filled out, and let the anchored task plan run the deal to close.

Try your first contract free

See exactly what DealDeck pushes into Follow Up Boss before you pay a dollar.