---
title: "Follow Up Boss + QLFI Buyer Pre-Qualification | QLFI"
url: https://qlfi.ai/integrations/follow-up-boss
description: "Use QLFI with Follow Up Boss: keep your CRM, pre-qualify buyer leads with authorization and send qualification data back to your contacts."
lang: en
---

Integration

# Use QLFI with Follow Up Boss

Keep Follow Up Boss as your CRM. Know which contacts are ready to buy.

Watch the Demo: https://qlfi.ai/demo
See Pricing: https://qlfi.ai/pricing

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

The connection

## 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

Follow Up Boss Illustrative

QLFI

Image: Follow Up Boss (https://www.google.com/s2/favicons?domain=followupboss.com&sz=128)

Contact created in Follow Up Boss

Buyer authorized soft inquiry

Qualification data sent back

## 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.

Checklist

## 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 check Your QLFI plan includes integrations (Single Agent or team)

Access

What to check You can sign in to the Follow Up Boss account you're connecting

Test lead

What to check Use a test lead, never a real buyer's credit

Result

What to check Confirm the qualification data appears on the contact

## See it with Follow Up Boss

We'll show the connection and what lands on your contacts.

Book a Demo: https://qlfi.ai/demo
Watch the Demo: https://qlfi.ai/demo

Or work in QLFI

## 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

QLFI lead list Illustrative

| 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 |

Setup

## 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

### Do I have to leave Follow Up Boss?

No. Follow Up Boss stays your CRM. QLFI adds buyer qualification.

### What information moves?

QLFI sends qualification data back to Follow Up Boss. We'll walk through exactly what in a demo.

### What access do I need?

Access to your Follow Up Boss account and a QLFI plan that includes integrations.

### How do I check it works?

Send a test lead and confirm the result shows up on the contact in Follow Up Boss.

## Related

- All integrations: https://qlfi.ai/integrations
- How pre-qualification works: https://qlfi.ai/buyer-pre-qualification
- CRM & pipeline: https://qlfi.ai/crm-pipeline

## 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.

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