Case Study: Changing Latitudes streamlines multi-location lead management with Follow Up Boss

Changing Latitudes - Customer Case Study

Changing Latitudes, a multi-location real estate brokerage led by Carrie Courtney, needed a better way to manage growth, organize leads, and train agents across offices in Florida and Texas. Their old CRM couldn’t support their expansion, and migrating years of leads and processes during the pandemic was a major challenge. They turned to Follow Up Boss to replace their outdated lead management system and bring their team onto one streamlined platform.

With Follow Up Boss, Changing Latitudes centralized lead distribution, created custom workflows by source, and managed three offices within a single account while supporting training through their onboarding process. The team also integrated tools like Mailchimp, BombBomb, AgentFire, and Trainual to strengthen collaboration and education. As a result, Changing Latitudes grew to 20 full-time agents and six VAs, reached $44M in annual volume, tripled its team size in three years, and earned top-agent recognition from Zillow, Homesnap, FastExpert, and HomeLight.

Changing Latitudes

Carrie Courtney

Team Leader