Follow Up Boss
45 Case Studies
A Follow Up Boss Case Study
Homeway Real Estate, led by Alex Lopez, faced the challenge of building a scalable, repeatable business with mostly new agents while protecting buyer-side commissions from discounting. They needed a simple, integrated CRM to centralize leads, train agents on workflow stages, and replace clunky systems — so they adopted the Follow Up Boss CRM from day one to power lead routing, training and integrations.
Using Follow Up Boss’s single-page interface, Smart Lists and Action Plans — integrated with BombBomb, Sierra Interactive, Dotloop, Xero, Dialpad and others — Homeway automated video follow-ups, stage-based lead routing and activity tracking. The results: an 18-agent team closing roughly 20 transactions per month, an average buyer-side commission of 3.45% (with deals up to 5%), clearer analytics (e.g., 4,119 calls tracked) and faster, paperless transactions — including a month with ~50 PPC leads and two people under agreement.
Alex Lopez
Realtor