Case Study: Wemert Group Realty achieves 40% referral rate with Follow Up Boss

Reaching $283M with a 40% referral rate

Wemert Group Realty, a premier boutique brokerage in Central Florida, needed to rebuild its real estate systems from scratch after moving from Keller Williams to become an independent brokerage. To support the transition, the team turned to Follow Up Boss as its lead management hub and CRM for organizing databases, setting standards, and helping new agents build strong relationship-based habits.

With Follow Up Boss, Wemert Group Realty streamlined onboarding, tracked pipeline activity and weekly accountability, and kept tasks and follow-up organized across the team. Follow Up Boss helped the brokerage scale to $283M in sales, serve 930+ families in 12 months, earn over 1,200 five-star reviews, and achieve a 40% referral rate.

Wemert Group Realty

Emily Smith

Chief Operating Officer