Follow Up Boss transaction workflow: the complete setup guide

Why run transactions inside Follow Up Boss

Every agent already lives in FUB. Adding a separate transaction management platform means a second login, a second source of truth, and constant syncing. Keeping transaction management inside FUB means:

• Every task, note, and email lives on the same contact record.
• Your team never has to context-switch.
• You skip the $200–$500/mo TC software line item — and often the TC role itself for small teams.

Step 1 — Build the custom fields

FUB action plans and templates only fire correctly when the contact has the right custom fields. A working transaction workflow needs fields for the contract dates (effective, closing, inspection, appraisal, financing), parties (listing agent, selling agent, lender, title, TC), money (purchase price, EMD, seller concessions), and property details (address, MLS, HOA).

Building 50+ fields by hand takes hours and one typo will break every downstream template. EasyContractRE provisions the full field set inside your FUB account in one click, and skips any fields you already have.

Step 2 — Anchor tasks to real contract dates

Every transaction management platform gets this wrong: they force you to hand-enter due dates per deal. The dates in the contract are the source of truth — closing, effective, inspection, appraisal, financing, photo, and go-live dates drive everything.

The right pattern is offset-based: "Order the survey 3 days after effective date", "Confirm walkthrough 2 days before closing." When you build tasks as offsets from the contract dates, the whole action plan reschedules itself the moment a date changes. EasyContractRE does this automatically — you upload the contract, we push the dated tasks into FUB assigned to your TC, admin, or the agent handling the deal.

Step 3 — Pre-fill every transaction email

The reason agents don't send timely updates isn't laziness — it's that rewriting the same email for every deal is exhausting. Solve it with a merge-field email library that pulls from the FUB custom fields you built in step 1.

EasyContractRE ships with a 53-email transaction library — 27 buyer-side and 26 seller-side — organized into two folders. Every email auto-fills from the contract in seconds. On Team and Growth plans, the entire library syncs straight into your FUB templates so the whole team is sending polished, on-brand updates.

Step 4 — Assign to the right person

Solo agents assign everything to themselves. Small teams route tasks to a transaction coordinator or admin. Larger teams route by role. Whichever model you use, do it in FUB — not in a separate tool — so accountability, notifications, and reporting all stay in one place.

Step 5 — Attach the contract to the record

Every task and email should tie back to the actual signed contract. Attach the PDF to the FUB contact so anyone on the deal can find it — the contract, counters, addendums, and pre-approval — without hunting through email.