Ellos dicen
«Follow Up Boss already reports by source.»
Nosotros decimos
On leads and activity, which it sees. The commission is in the brokerage system, and nothing joins the two.
Para Follow Up Boss
A portal lead takes eleven months to buy a house, if it ever does.
Export leads from Follow Up Boss, match them against closed commissions, and rank sources over a window that fits a property purchase.
Sin clave de API Nada que instalar en Follow Up BossNada que instalar Sin tarjeta de créditoSin tarjeta
Follow Up Boss holds the lead side for most teams that use it — every portal lead, every source, every agent assignment — while the commission is recorded in the brokerage's own system. CloseRev joins the two on the contact detail and reports closed commission by source, over a window long enough for a property purchase to have happened. Commission with no traceable lead is reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio Follow Up Boss el 24 de septiembre de 2026.
La brecha
You are buying leads monthly and judging them quarterly, against a purchase that takes a year.
Follow Up Boss ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
Lead phone or email
Captured at enquiry. The phone number is the working key; portal leads often supply a masked email.
- Necesaria
Lead source and date
Which portal or campaign produced it, and when. The date is what makes the long window usable.
- Necesaria
Closed commission
From the brokerage's transaction records: the commission the team actually received, not the sale price.
- Opcional
Agent assignment
Which agent worked the lead. It separates a source problem from a follow-up problem.
Paso a paso
Cómo sacar el archivo de Follow Up Boss.
Escrito para quien tiene Follow Up Boss abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export leads with source, date and agent
One row per lead with a contact detail, the source and the date it arrived.
-
Export closed transactions with commission
From the brokerage system: client contact detail, commission received, closing date.
-
Use a two-year window
Portal leads convert over many months, and a quarterly view reports on leads that have not had time to buy anything.
-
Keep every lead, including the dead ones
Portals are priced per lead, so the ones that went nowhere are the denominator of the whole calculation.
-
Upload both
The join runs on the phone and the email, normalised, grouped by when the lead arrived rather than when it closed.
Lo que recibe
La página que Follow Up Boss no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Inmobiliarias, no de una cuenta de Follow Up Boss.
Atribuidos a un canal$351,00065% de $540,000
Ventas coincidentes30 de 45solo alta confianza
Ticket medio$12,000por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 12 | $145,800 | |
| Portales inmobiliarios | 10 | $118,800 | |
| Meta Ads | 8 | $86,400 | |
| Directo / Desconocido | 15 | $189,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada transaction y el anuncio comparten una fila.
The conversion window is longer than the buying cycle of the reporting
A registration on a property portal is frequently somebody eleven months from a purchase who is currently looking at pictures.
Teams buy those leads monthly and review them quarterly, which means every review is being run on a cohort that has not yet had the chance to convert.
The predictable result is that a source is judged poor, cancelled, and replaced by another that will be judged the same way for the same reason.
Grouping commission by when the lead arrived, over two years, is the only way to see a cohort through to its actual conversion rate.
The report labels recent cohorts as incomplete rather than showing them alongside mature ones, because that comparison is how good sources get cancelled.
Agent assignment separates a lead problem from a follow-up problem
In a team, leads are distributed, and conversion varies by who received them at least as much as by where they came from.
A source routed to a new agent during a busy quarter will convert poorly, and the source will take the blame for a routing decision.
Carrying the agent through lets the report hold one constant while looking at the other, which is the only way to tell the two apart.
Teams that run this frequently find their worst-performing source is their best source badly handled, which is a management fix rather than a purchasing one.
It is also the finding most likely to be unpopular, which is a reason to have the data rather than the argument.
Commission, not sale price, and not both in the same column
A transaction's headline value is the property price; the team receives a commission, which is a fraction of it and varies by split and by side.
Ranking sources on sale price rewards whichever produced expensive houses rather than whichever produced profitable work.
The report uses commission received, and where the split differs by agent or by side, using the team's actual receipt keeps the comparison honest.
It also makes buy-side and sell-side leads comparable, which price never does because the two sides carry different work for similar money.
Whichever basis you use, the report states it, because a number whose basis is unstated cannot survive a disagreement.
Sphere and referral are the largest source and the least measured
Most established agents close the majority of their business through people they know, past clients and referrals from them.
None of that appears in a portal report, so the portals are judged as though they were the whole business and the sphere is treated as free.
Recording the referral source at the point of contact puts it into the same comparison on the same commission.
The usual finding is that the portal spend is buying a much smaller share of the year than anyone assumed, which changes where a team's time goes rather than only its money.
Preguntas justas
«Follow Up Boss ya hace eso». No exactamente.
Ellos dicen
«Two years is too slow.»
Nosotros decimos
The purchase takes that long. The alternative is judging a cohort before it has had a chance to buy anything.
Ellos dicen
«Our sphere is not a marketing channel.»
Nosotros decimos
It is the largest one you have, and it costs time rather than money. Leaving it out makes the portals look bigger than they are.
No. It reads an exported file, so your leads, calls and messages stay where they are.
The lead side. Closed commissions from the brokerage system are the other half.
Leads with a contact detail, source, date and agent, plus closed transactions with commission received.
Two years, because a portal registration is often a purchase eleven months away.
So a cohort can be seen through to its real conversion rate rather than judged before it had the chance.
Their cohorts are labelled incomplete. Comparing them with mature ones is how good sources get cancelled.
Price rewards expensive houses; commission measures what the team received, and it makes buy and sell sides comparable.
Yes. Portals charge per lead, so the dead ones are the denominator of the entire calculation.
Yes, where the assignment is exported, and the two are routinely confused.
Yes, recorded at contact. For most established agents they are the largest source.
A contact detail, a source and a date on one side; a contact detail, a commission and a date on the other. No property records, no messages, no call recordings. Encrypted in transit and at rest and deleted with the import.
Closed commission per source grouped by when the lead arrived, agent held constant where possible, incomplete cohorts labelled, and everything unmatched kept visible.
Por sector
Sectores que usan Follow Up Boss.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Inmobiliarias¿Qué anuncios produjeron cierres?
- Equipos inmobiliarios¿Qué fuentes de leads produjeron comisiones que realmente cobró?
- Agencias inmobiliarias¿Qué inversión produjo company dollar y cuál produjo agentes?
- Inmobiliaria de lujo¿Qué canales produjeron compradores que realmente cerraron?
- Corredores hipotecarios¿Qué anuncios produjeron préstamos desembolsados?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Cualquiera de los dos kvCORE Real estate teams and brokerages Cualquiera de los dos Qué exportar Archivo de ventas cerradas Entrata Multifamily operators Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas DoorLoop Small property managers Archivo de ventas cerradas Qué exportar
Los 97 sistemas 
Follow Up Boss y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en Follow Up Boss, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.