Who to work next + the draft, inside Follow Up Boss — and the rest of the platform around it.
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.
ElevenLabs-powered WebRTC voice with 1-3 sentence responses optimized for speech. Look up contacts, review history, summarize calls, and prep for meetings — hands-free while driving. Unlimited voice on Ace Pro. Read-only by design — Ace answers, summarizes, and prepares; you tap Send when you're ready.
AI writes 7 model-grounded custom fields into 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.
Unlike generic AI wrappers, Ace maps your entire FUB Knowledge Graph. It instantly understands your custom stages, bespoke action plans, and smart lists, 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.
The sphere graph: one record per introduction, tracked from intro through captured, contacted, appointment, agreement, and closed. The last step is the one that usually rots in a spreadsheet, so it isn’t manual — when the referred person’s deal is won in Follow Up Boss, the referral advances to closed on its own and the credit lands on the person who made the introduction. Your ambassadors stop being a feeling and become a list. RESPA §8 is enforced as schema, not as policy: the referral record is built from an allowlist with no field for points, credits, gift value, a fee, or a payout — and an attempt to write one is refused outright rather than quietly dropped.
The one thing in Ace that emails a client on a schedule — and every rule around it exists because of that sentence. 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.
The account-wide add-on gives admins a command deck where every view answers one question — and the same number means the same thing on every screen.
Your Ace workspace works two ways — docked inside Follow Up Boss, or standalone on any device. Same alerts, same pipeline, same coaching. Agents don't have to open Follow Up Boss to work their day.
Ace lives in your Follow Up Boss sidebar — open a contact and it reads the person before you type. No separate login, no setup: every teammate who logs into FUB sees Ace.
Sign in at followupace.com/companion/login with a one-tap magic link and run Ace on its own — phone, tablet, or desktop, no Follow Up Boss tab open. Add it to your home screen and it opens like an app. Ace seats get your NOW list, alerts, and tasks; Ace Pro unlocks the full workspace.
Ace adds to your CRM — it never moves your work off it. Emails you send from your Ace queue land on the contact's Follow Up Boss timeline automatically, so the record your team relies on stays complete.
Connect your own Gmail account and Ace's drafts send from your address — not a shared relay, not a lookalike domain. When you send from your Ace queue, the email is written onto the contact's Follow Up Boss timeline right away, so it's on the record instead of only in your sent folder.
Business texting through Ace — your own number, quiet-hours compliance built in, every text logged to Follow Up Boss. Coming soon. Ace does not send text messages today; agents can raise their hand inside the product to hear when it is ready.
Most AI is a black box — you get an answer and learn nothing. We built FollowUpAce to do the opposite. The agents who pull ahead aren’t the ones who lean on AI — they’re the ones who learn to direct it. So we make our process transparent on purpose, to turn everyone who uses Ace into someone genuinely better at working with AI.
Tap “Recommend my next move” and Ace surfaces the exact, full prompt it’s about to run — the context, the specific ask, the constraints, the next step. You don’t just get a result; you see how a strong prompt is built, and you get sharper at directing AI in your own words.
Ace drafts; you decide. Every message headed to a client is agent-reviewed before it sends — never fired off automatically — so the AI does the heavy lifting while your judgment stays in charge. Transparency you can act on, not automation you have to trust blindly.
Our compliance and quality systems are regression-tested in CI, and a cloud agent logs every improvement we ship to a public evolution log. No mystery model, no hand-wavy “it’s AI” — an auditable process that gets a little better every day.
Want the full security picture? Read is Follow Up Ace safe? — how we handle your data, Fair Housing, and security posture, with the code behind each claim.
The whole system, demystified in five steps — who to talk to, what to say, and why.
Use Ace from Claude.ai or ChatGPT — 189 tools on the Connector surface, signed in with your FUB email.
The MCP endpoint behind the Connectors — paste one URL and the AI you already use runs against your FUB account.
Speed-to-lead checks and playbook tools for working Zillow leads faster.
The account-wide intelligence add-on: Command Center queue, model-grounded FUB fields, and nightly analysis.
Fair Housing–aware message scanning, regression-tested in CI.
Seller propensity scored from ownership tenure, estimated equity (est.), and the seller signals already in your CRM.
Branded report pages — home equity (est.), market, seller timing — plus interactive tools (Open House, Quick Connect, Mortgage Calculator) that capture leads straight into FUB. Free tier on every account.
QR open-house sign-in that emails the Home File, plus the 10-second Quick Connect card and Ace Forms' custom branded forms. Free tier on every account.
Buy and mix seats for the team, and turn on the account-wide Ace Trove dashboards.
Ace in the Follow Up Boss sidebar you already work in — drafts, briefs, and contact context.
Speed-to-lead checks and ready-to-send drafts for high-volume follow-up.
One seat, the same AI — start free in FUB, upgrade only when you need more.
Admin signs up free, connects Follow Up Boss once, and the whole team gets Ace.