Use QLFI with Follow Up Boss
Keep Follow Up Boss as your CRM. Know which contacts are ready to buy.
QLFI is not a lender. Results are preliminary and subject to lender verification and approval.
Native
connection to Follow Up Boss
0
CRM switch needed
3
fields to qualify a lead
$5
per run on subscription plans
Leads in, results back
Leads in Follow Up Boss get qualified once the buyer authorizes it, and the result goes back to the contact.
- Native Follow Up Boss connection
- Buyer authorization on every check
- Qualification data on the contact
Who does what
Follow Up Boss
Your contacts, follow-up and team workflow. Nothing changes there.
QLFI
Credit report, buying power and program matches, so you know who to call first.
Before you go live
| Step | What to check |
|---|---|
| Plan | Your QLFI plan includes integrations (Single Agent or team) |
| Access | You can sign in to the Follow Up Boss account you're connecting |
| Test lead | Use a test lead, never a real buyer's credit |
| Result | Confirm the qualification data appears on the contact |
- Plan
- What to checkYour QLFI plan includes integrations (Single Agent or team)
- Access
- What to checkYou can sign in to the Follow Up Boss account you're connecting
- Test lead
- What to checkUse a test lead, never a real buyer's credit
- Result
- What to checkConfirm the qualification data appears on the contact
See it with Follow Up Boss
We'll show the connection and what lands on your contacts.
Keep unqualified leads out of your CRM
Some agents send only qualified buyers to Follow Up Boss and keep the rest in QLFI.
- Results on every lead
- Send qualified buyers on
- Nurture the rest in QLFI
| Name | Source | Status | Amount | Score |
|---|---|---|---|---|
| Maya Collins | Open House | ● QUALIFIED | $512,000 | 740 |
| Derek Shaw | Website | ● QUALIFIED | $318,000 | 690 |
| Priya Natarajan | API | ● QUALIFIED | $1,050,000 | 790 |
| Luis Ortega | Open House | ● DNQ | — | 610 |
| Hannah Brooks | Website | ● NOT AVAILABLE | — | — |
| Sam Whitfield | API | ● QUALIFIED | $226,000 | 640 |
Getting connected
- 01
Pick a plan
One that includes integrations.
- 02
Connect
Link Follow Up Boss from inside QLFI.
- 03
Test
Send a test lead and check the contact.
- 04
Use it
New leads get qualified as they come in.
Follow Up Boss tells you who to follow up with. QLFI tells you who's ready to buy.
Common questions
No. Follow Up Boss stays your CRM. QLFI adds buyer qualification.
QLFI sends qualification data back to Follow Up Boss. We'll walk through exactly what in a demo.
Access to your Follow Up Boss account and a QLFI plan that includes integrations.
Send a test lead and confirm the result shows up on the contact in Follow Up Boss.
Related
Qualify every Follow Up Boss lead
QLFI is operated by Lending Consultants of America LLC. QLFI is not a lender and does not issue mortgage approvals.