A clearer next move.
A stronger
follow-through.

Natural language CRM queries embedded directly in Follow Up Boss. Contact lookup plus deal and task review — all from the FUB sidebar. Free chat is read-only: it finds, summarizes, and drafts without changing your CRM; paid seats unlock CRM write actions. Open a contact and the chat starts on a launchpad built from the model's read of that person — the headline, the suggested next moves, and the key signals, before you type a word.

Look up contacts, review history, summarize calls, and prepare for meetings with voice on Ace Pro. Responses are kept concise for conversation. Voice is read-only: it answers, summarizes, and prepares rather than changing your CRM.

Ace can write seven model-grounded custom fields into analyzed contacts in FUB: Ace Win Score (a 0-100 within-account rank, not a close probability) and Ace Churn Risk on every connected account free; Ace Expected GCI (est.), Ace Opportunity, Ace Seller Tier, Ace Buyer Tier, and Ace Last Analyzed with Ace Trove. Engagement, velocity, channel, and readiness signals feed the models and dashboards instead of cluttering your field list. Bundled with the Command Center queue, 4 nightly anomaly detectors, and the Ask-Ace reasoning tools. See the full Ace Trove →

Morning briefing with tasks due today, upcoming appointments, hot contacts needing attention, pipeline updates, and key metrics. Configurable delivery time, timezone, and sections. View 30-day history for trend analysis.

Ace syncs your custom stages, action plans, and smart lists into a shared knowledge base, grounding its answers and recommendations in the way your team actually operates.

12+ Federal Reserve indicators: mortgage rates (30yr/15yr/ARM/FHA/VA/Jumbo), housing by state and metro, employment, inflation (CPI/PCE), affordability indexes, migration patterns, investment metrics, and economic forecasts. Plus a full mortgage calculator in every Ace surface — payment breakdowns, amortization, and the affordability inverse (“$3,200/month buys what price?”), using the current FRED rate with its as-of date. Always an estimate, never a lender quote.

After an appointment ends, Ace pings the agent — in-app, never by text — to "Debrief with Ace": it asks how it went. The agent answers in plain language; Ace writes the outcome, the debrief note, and the follow-up task into Follow Up Boss. Team leads on Ace Trove get the other half: an Appointment Follow-Up view showing which past appointments still have no outcome, with a one-click re-nudge.

Ace builds your priority Smart Lists for you, natively in Follow Up Boss — pre-filtered on the Ace score fields and pre-ranked so the list order means something. Nine lists on every connected account: never-contacted speed-to-lead, hot leads, high-value going cold, a churn save list, slipping away, unrepresented open-house buyers, neighbor sign-ins, proven advocates, and calculator budget signals. Fourteen with Ace Trove adds hot buyers, ready sellers, likely sellers, at-risk opportunities, and biggest opportunities by expected commission (est.). Thresholds adapt to your book — "hot" means the top slice of your own scores, not a fixed number — and admins can re-sync or switch any list off from the dashboard.

Every deployable lead-gen tool, hosted for you — five instant report pages (home equity position (est.), home risk, local market, rate & payment, seller-timing) built on public and government data, PLUS three interactive tools: Open House Sign-In (QR sign-in that instantly emails the visitor the home's Home File), the 10-second Quick Connect card (they get your vCard, you get the lead), and a branded Mortgage Calculator. Share the link or embed anywhere; every visitor unlocks the payoff with consent-first contact capture, and the lead is created in Follow Up Boss automatically. Free tool on every account; any paid seat or Ace Trove unlocks effectively unlimited tools, per-agent links with automatic assignment, and full branding. See Lead Magnets →

Hosted embeddable capture forms — buyer consults, guide downloads, RSVP lists — for your website, bio link, or email signature. Every account gets one active account-level form with its template’s standard questions, and every consent-first submission lands in Follow Up Boss automatically. Paid seats add custom questions, branding, and per-agent links; Ace Pro or Ace Trove adds conditional routing rules. See Ace Forms →

A branded resource page built for ONE named buyer or seller — payment math, area reports, your documents, and their next steps, all in one link that stays current for the length of the deal. The client is never gated; when they open it, play with the calculator, or open a document, it writes to their Follow Up Boss timeline (when the client is matched to a Follow Up Boss contact — automatic by email or phone). Their hand-off card produces a referral link — a friend who signs up through it becomes a new lead credited back to your client in Follow Up Boss. Regular seats get 5 active packets, Pro or Ace Trove get 50.

A public, search-indexable profile page for every agent on the account — free, and capped by identity rather than by an account-wide pool, so a team of twenty publishes twenty pages on the free plan. The stats are built from your own Follow Up Boss deals and stored as a snapshot, so what a visitor sees is what your CRM recorded; a figure we can’t stand behind is omitted rather than shown as zero. Testimonials are agent-entered and labelled that way, and there is deliberately no star rating — we don’t scrape reviews and won’t publish one we can’t source. Any paid seat or Ace Trove adds the one-per-account team roster page, brand color and logo, and per-member ?u= attribution on share links; hiding the “Powered by Ace” footer is a Pro lever.

Track each introduction from capture through contact, appointment, agreement, and closed deal. When the referred person’s deal is won in Follow Up Boss, the referral advances to closed and credits the introduction. The referral record does not support points, gift values, fees, or payouts.

An opt-in monthly email about each client’s home. Each past client gets a page for their home with no login ever (the link is the key), and a monthly change feed reporting what actually moved: estimated equity, local appreciation, and the maintenance checklist for their region and season. It sends only after the homeowner presses opt-in on that page; an agent adding a past client is not the client agreeing to a monthly commercial email, so enrolling someone grants nothing. A month with nothing new to report is skipped rather than padded out, every message carries one-click unsubscribe, and every dollar figure is labelled “(est.)” because equity is modelled from purchase price, tenure, and FHFA appreciation — not read from lien records.