Real Estate Lead Relationship Mapping Agent
Struggling to track who knows whom? This agent creates and updates relationships between contacts, applies custom fields, assigns groups, and logs every interaction in Follow Up Boss. It helps your team build a networked view of prospects and close deals faster.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
You’re Losing Deals Because Your Team Doesn’t Know Who’s Connected
Sales reps miss out on warm introductions because relationships between leads aren’t mapped—this agent links contacts and flags referral sources automatically.
Referral Sources Aren’t Tracked, So Top Performers Go Unrewarded
Your agents want to know who’s sending referrals, but tracking is manual and inconsistent. This agent tags and updates referral fields for every lead.
Leads Get Assigned to the Wrong Agent, Hurting Close Rates
Without group assignments based on relationships, leads slip through the cracks. This agent organizes contacts into the right groups for smarter routing.
CRM Data Is Messy—Duplicate Contacts and Outdated Relationships Waste Time
Manually updating relationships is tedious and error-prone. The agent keeps relationships current and removes duplicates, so your team trusts the data.
You Need a Networked View of Every Prospect to Close Complex Deals
For high-value transactions, understanding the web of connections is critical. This agent builds a networked map of all lead relationships in Follow Up Boss.
How to hire your agent
Connect Follow Up Boss
Securely connect your Follow Up Boss account so the agent can access your contacts, custom fields, groups, and interaction history.
Tell the Agent What to Do
Specify which relationship types, custom fields, and group assignments matter for your business. Define how you want relationships tracked and which groups should receive which leads.
Agent Goes to Work
The agent scans your Follow Up Boss database, maps and updates relationships between contacts, creates or updates custom fields, assigns contacts to the right groups, and logs every interaction—keeping your CRM networked, accurate, and actionable.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automatically Maps Relationships Between Leads and Contacts
Links related contacts in Follow Up Boss so your team instantly sees who knows whom—no more guessing about referrals, spouses, or business partners.
Creates and Updates Custom Fields for Relationship Tracking
Adds and maintains custom fields on contact records to capture relationship types, referral sources, and other critical network details.
Organizes Contacts Into Groups for Smarter Lead Distribution
Assigns contacts to relevant groups in Follow Up Boss, ensuring leads are routed to the right agents or teams based on relationship context.
Logs Every Interaction and Relationship Change
Automatically records calls, appointments, and updates to relationships, giving your team a complete interaction history for every lead.
Keeps Relationship Data Clean and Up-to-Date
Monitors for duplicate or outdated relationships and updates or removes them as needed, so your CRM stays accurate and actionable.
Customizes Group Assignments Based on Relationship Type
Assigns leads to custom groups (like 'Hot Referrals' or 'Investor Network') based on the relationships detected, so follow-up is always prioritized.
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