For real estate teams on Follow Up Boss

Your whole database, worked every day.

Trevy writes to every contact you pick about what they actually care about: homes for buyers, the market for owners, a monthly report for everyone. It sends through Follow Up Boss from their own agent, and the moment someone's ready, that agent knows who to call.

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A listing alert from agent Sam Rivera to a buyer, Dana: a note that 18 Linden Hollow just listed at $624,900 with 4 beds, offering a showing, then the home's photo and tour times to pick from.

Sends through Follow Up Boss

From each contact's own agent. No new inbox, no Gmail to connect.

Listings only to buyers

Owners and past clients get their market, not a pitch.

Priced by contacts

One price for the team. No per-agent fees.

How it works

Every contact hears about what they care about.

You pick the Follow Up Boss stages and tags Trevy works. It figures out who's buying, who owns and who hasn't said, and writes to each of them differently.

Buyers

Homes that fit, as they come on.

Trevy reads what each buyer searched, saved and viewed, and sends the newest homes that match their city, price and size, with a line from their agent offering a showing.

Owners and past clients

Their market, never a pitch.

People who own, or just bought with you, get short market updates for where they live: what's for sale, prices, how fast homes are selling and the latest 30-year rate. Not listings they didn't ask for.

Not sure yet

Trevy asks.

When nobody knows what a contact is after, Trevy asks them in two sentences. What they say, or what they start looking at, decides what they get next.

The monthly market report email from Sam Rivera to Dana: her report for Maple Grove, MN 55311 is ready, with a View your market report button.

The real report email, sent through Follow Up Boss. Sample agent and contact.

And everyone

A market report every month, branded as yours.

On the same date each month, every contact you pick gets a note from their agent and a report page for their area: what's for sale, prices, how fast homes are selling and today's 30-year rate. They can work out a monthly payment, look up other ZIP codes, or ask for homes or what their home is worth, and when they do, it lands in Follow Up Boss.

See a live sample

In their inbox

It reads like their agent wrote it. Because it comes from their agent.

Every email goes out through Follow Up Boss from the contact's assigned agent, with that agent's own signature. Short, specific, about one thing that matters to them, and it shows up on the contact's timeline like any other email.

To a buyer

To an owner

A market update from Sam Rivera to a homeowner, Megan, on how Maple Grove looked in September: on a typical day 139 homes were for sale, 34% more than a year ago, with 56 new listings and 45 under contract; homes spent a median of 42 days on the market and sellers cut the price on 18% of listings; the median list price was $581,000, or $200 a square foot. The 30-year fixed rate was 7.29% on October 15. Then a link, See the full Maple Grove report, and a question: want me to run the numbers on what yours would sell for?

Real emails from Trevy's own code, as Follow Up Boss sends them. Sample agent and contacts; the photos stand in for listing photos.

From the email to a tour

Two taps to a showing, on their agent's calendar.

With tours on, the first home in a buyer's listing email carries real times from their agent's calendar, and every other home has its own Pick a time button. Tapping a time opens the agent's booking page with it picked, and one more tap asks for it.

1 · In the email

The first home in the listing email: the photo of 18 Linden Hollow, $624,900, 4 beds, 3 baths, 2,410 square feet, and under it: Want to see it? Tap a time, or pick your own. Friday at 3:30pm or 4:00pm, Saturday at 10:00am or 2:00pm, Sunday at 10:00am or 1:00pm, with Other time beside each day.

2 · Their agent's page

Sam Rivera's booking page on a phone for 18 Linden Hollow: When would you like to see it? Day tiles from today to Monday, a grid of half-hour times with taken ones greyed out, Saturday at 10:00am picked, and a Request Sat at 10:00am button. Sam confirms by email; nothing is booked until they do.

3 · The agent confirms

The page Sam opens from the alert: Dana wants to see 18 Linden Hollow, Saturday October 17, 10:00 to 10:45am. It's on your calendar as Tour request until you answer. Confirm, or Offer other times.

The real email, booking page and Confirm page, from Trevy's own code. Sample agent and buyer.

Times that are really free: Under the first home: three days, two times each, from 9am to 7pm where the agent is, at least three hours out and around the appointments already in Follow Up Boss. Other time opens the rest of the day.
Every home, plus any they found: Every other home in the email has its own Pick a time button to its booking page. There they can add up to three more homes by pasting a link from Zillow or any listing site, or typing an address.
Their agent says yes: The request lands in Follow Up Boss as an appointment holding the time, with a task and an email to the agent. One tap confirms it or offers other times. Trevy never confirms for them.
Nobody left waiting: No answer in 15 minutes and the agent is nudged. Fifteen more and the team lead hears. On the morning of the tour, the buyer gets a reminder from their agent.

When someone's ready

The right agent knows who to call, and what to say.

Trevy watches what each contact does: the homes they keep going back to, the ones they save, the reports they open, the questions they send. It knows who on your team has already reached out.

A heads-up, with the text written

When a contact heats up and nobody on the team has reached them, their agent gets a task, a Trevy Hot tag, or both, with a text ready to send. At most five a day per agent, between 8am and 9pm.

Nobody called? It moves.

Pick 2, 4 or 8 working hours. If nobody reaches a hot lead in time, Trevy moves them the way you choose: round robin, a pond, the team lead or one agent. Or leave them where they are.

Replies go to a person

When a contact writes back, Trevy stops emailing them and the reply is in Follow Up Boss for their agent. If nobody answers within two working hours, the agent gets a task.

Or try it in practice

Alerts are on once you start Trevy. Switch them to practice for a week and Trevy decides every alert, sends nothing to your agents, and the team lead's report shows who it would have flagged.

Dana Whitaker

Assigned to Sam Rivera

Trevy Hot

Follow Up Boss task for Sam

Call: viewed 18 Linden Hollow on 3 days, no contact in 8 days

Note

Trevy: this contact was active 2 hours ago.

·Viewed 18 Linden Hollow ($624,900) on 3 days, last 13 hours ago, saved it
·Viewed 2 homes this week
·Saved 2 homes this week
·Opened their market report

Last reached by the team 8 days ago (call).

Try: "Hi Dana, saw you've been looking at 18 Linden Hollow. Want to go see it this week?"

Ready to send: start a text to them and pick the "Trevy: suggested text" template.

Text, ready to send

Hi Dana, saw you've been looking at 18 Linden Hollow. Want to go see it this week?

Word for word what Trevy wrote on a sample contact in Follow Up Boss.

Works through Follow Up Boss

No new inbox. No new CRM.

Trevy works through the Follow Up Boss your team already lives in. There's no Gmail or Outlook to connect and no second place to check.

Talk to them, and Trevy steps back: When a contact emails or texts, Trevy's follow-ups to them pause. Your agents' conversations come first.
Unsubscribes, respected: Before every send, Trevy checks Follow Up Boss. Anyone who has unsubscribed doesn't hear from it again.
Nothing new to learn: Tasks, tags, notes and appointments land in Follow Up Boss, where your team already works.

What you decide

No flows to build. Three calls to make.

Trevy decides what each contact gets and when, from what they do. You decide who it works, what kinds of email go out, and how it looks and sounds. Change any of it whenever you like.

ContactsWho it works: The Follow Up Boss stages and tags Trevy works, and anyone to leave out. The count, and the price, update as you pick.
EmailsWhat goes out: A switch for each kind of email: new listings, market updates, check-ins. And the monthly report, tour times, timely emails and quiet hours.
Your pageHow it looks and sounds: Each agent's own page, with their name, photo, brokerage and colors, where their contacts' reports open. And, for the whole team, the voice Trevy writes in.

Trevy's Emails page. Trevy decides what each contact gets and when, from what they do. You decide which kinds go out. Send through Follow Up Boss: sending is on and the setup checks out. Follow-up emails, written from what each contact does and sent from their agent at the hour they tend to read once they've shown one, are on, with a switch each for New listings (homes for sale that fit what they look at, with photos, buyers only), Market updates (what homes near them are selling for and what theirs could be worth, and home-value emails offering comps on a home they keep viewing) and Check-ins and notes (a welcome, a check-in, asking what they're after, picking back up after a quiet spell), all on.

The real Emails page, from Trevy's own code with a sample team.

Trevy's Home for agent Sam Rivera: Good evening, Sam. Here's what Trevy did, and who to call. In the last 30 days, 4,856 emails sent, 2,600 opened (54%), 395 clicked and 622 report visits. Call these people: Trevy flagged them in the last week and nobody has reached them yet; each is a task in their agent's Follow Up Boss. Dana Whitaker, flagged about 2 hours ago: viewed 2 homes this week, saved 2 homes this week, viewed 18 Linden Hollow on 3 days, opened their market report. Marcus Bell, flagged about 5 hours ago: sent an inquiry, opened their market report. Jenna Ortiz, flagged 1 day ago: viewed 4 homes this week, viewed 220 Bayview Lane on 2 days. Each has an Open in Follow Up Boss link and a Call link with their number.

The real Home, from Trevy's own code. Sample agent and contacts.

Home

Nobody has to log in to know who to call.

When someone is ready to talk, their agent gets a task in their own Follow Up Boss, with why and a text ready to send. Home is there for whoever wants the whole picture: the same people, until someone reaches them, who else is engaged, and what went out in the last 30 days. One tap opens anyone in Follow Up Boss or calls them.

What Trevy works out for itself

When to send: Once a contact shows the hour they usually click, open their report or reply, their emails go out from their agent at that hour.
Which subject lines work: Trevy tests ways of writing them and sends more of the ones that get clicked. It retires clear losers and writes new ones to try.
When to stop: A contact who hasn't opened, clicked or replied in months is asked once whether to keep hearing from their agent, and Trevy holds its emails until they click or visit their report. Mail nobody opens is what sends an agent's mail to spam.

For the team lead

Monday morning, you know what happened.

One email: what Trevy sent, who replied, which hot leads your agents reached and how fast, and the ones nobody has called yet. Agents never see each other's numbers. It comes weekly on the day you pick, as a short note on mornings with news, or both.

Something off? Tap an answer in the email and Trevy offers the change. Nothing changes until you confirm it.

The Monday team report for Oct 12 – 18. What Trevy did: flagged 12 hot leads to their agents, sent 1,186 emails through Follow Up Boss (934 follow-ups, 186 market reports, 24 timely emails, 38 check-ins and 4 tour emails), 2 tours asked for and both confirmed, 38 quiet contacts asked whether to keep getting Trevy's emails, and 31 leads replied. Opens and clicks: follow-ups 53% opened and 7% clicked, market reports 62% and 14%, check-ins 21% and 5%, timely emails 58% and 13%. Results: 4 appointments set, with Nate Sorensen, Megan Lindqvist, Dana Whitaker and 1 more, and 18 appointments and 2 closings since the team started with Trevy. Follow-through by agent: Sam Rivera contacted 4 of 5, Priya Shah all 4, Alex Kim 2 of 3. Chris Talbot, Alex Kim's lead flagged Monday, Oct 12, under hot leads nobody has contacted. Then one-tap answers: alerts were too many, about right or too few; the report was useful or not.

The real Monday email, from Trevy's own code with a sample team.

Pricing

Priced by the contacts Trevy works. Not by seats.

One price for the whole team, set by how many contacts you have Trevy work. Each plan includes your agents, with no per-agent fees. Start with 14 days free, no card.

See every plan

Contacts Trevy works

2,500

500100,000

Up to 2,500 contacts · your whole team

$199/ month

Billed monthly

Every feature on every plan. Over 50,000? $200 a month for each 10,000 more.

Questions

The things teams ask first.

Everything else is in the help center

Who do the emails come from?+

From each contact's assigned agent, through your Follow Up Boss account, with that agent's own signature and your account's unsubscribe footer. You don't connect Gmail or Outlook to Trevy. Each agent just needs their email connected in Follow Up Boss.

Will it email my whole database?+

Only the Follow Up Boss stages and tags you pick, minus anyone on your leave-out list and anyone who has unsubscribed. Nothing goes out until you turn sending on.

Will it send listings to people who aren't buying?+

No. Listing alerts go only to contacts Trevy can tell are buying. Owners and past clients get market updates for where they live, and contacts who haven't said what they want get asked.

Does Trevy text my leads?+

No. When a lead heats up, Trevy writes a text for their agent to send, so it always comes from a person.

What does it cost?+

One price for the team, set by how many contacts Trevy works, from $199 a month for up to 2,500 contacts. Yearly billing saves 20%. There are no per-agent fees.

What happens after the free trial?+

The trial lasts 14 days and starts when you connect Follow Up Boss. Add a card any time to keep going when it ends. Without one, sending stops, and your account's data is deleted 30 days after the trial ends.

Is there a contract?+

No. Pay monthly or yearly and cancel any time. Cancelling takes effect at the end of the period you've paid for.

The people in your database are still moving. Stay in touch with all of them.

14 days free, no card. Connect Follow Up Boss, pick who Trevy works, and turn it on when you're ready.

Start your free trial