FUB Marketplace certifiedFair Housing trainedWe don't train on your data
01 · How it works for teams
Five steps. No sales call.
The signup flow is the same for a solo agent and a 50-seat brokerage. The admin connects FUB once, and your whole team is in.
01
Admin signs up free.
One admin starts an account at followupace.com. No credit card. No call.
02
Connect Follow Up Boss.
One OAuth click. Ace reads your FUB users, stages, fields, and pipeline.
03
Enable Ace inside FUB.
Add Ace as an embedded app in Follow Up Boss. Now it lives in the contact pane your team already uses.
04
Team gets free accounts.
Every member of your FUB team gets a free Ace account automatically — logged in via FUB context, no separate signup.
05
Add seats & Ace Trove.
Per-seat purchases by admin or agent. Ace $25 / Ace Pro $55. Ace Trove flat-rate, account-wide. Whenever you're ready.
02 · Command Center
One queue. One dollars-at-risk number. One next move.
Everything the team must act on now, in a single queue — sorted by triage severity, or flipped to $ at risk for a biggest-dollars-first worklist. That dollar lens is Revenue Guard. Surfaced the moment something breaks — not at the next monthly review.
Command Center · $ at risk
Live
$87,400
GCI at risk (est.)
Slipping deals
6
Leads waiting
4
Going cold
9
The dollars-at-risk lens, inside one queue.
Stop staring at four dashboards trying to figure out why this month felt off. Flip Command Center to the $ at risk sort and Revenue Guard ranks the biggest cracks first — with the estimated GCI at stake on each one, sized from your team's own median commission.
One account-wide GCI at risk (est.) number — the same figure on Overview, Team Cockpit, and Book of Business.
Inline WHY on every row, sized in real dollars — not abstract percentages.
Open in FUB, or one-click Coach: message the agent, open a follow-up task, log the note.
03 · Pipeline
Funnel and deals — one view, benchmarked.
The Pipeline view puts your lead funnel and your deal pipeline side by side, with industry reference ranges per stage. Spot the leak. Know whether it's you or the market.
And it speaks your language: Ace understands your team's custom stage names — whatever you renamed "Under Contract" to — and tracks appointments as first-class outcomes (set, held, no-show), so mid-funnel numbers reflect how your team actually works.
New: the Quiet Deal Radar on the Deal Pipeline tab. Every call, text, email, note and appointment is attributed to the deal it lands under, so Ace can flag open deals with no attributed activity in 7 / 14 / 30+ days — with the estimated commission sitting untouched. A deal can be months from its close date and still be quietly dying; this catches it before the date slips.
Pipeline — funnel and deal-stage economics in one view, benchmarked against real peers. Product view, sample data.
New Lead
+2% vs benchmark
Attempted
on benchmark
Spoke With
−9% vs benchmark
Met
on benchmark
Offer
+3% vs benchmark
Under Contract
on benchmark
Closed
+1% vs benchmark
04 · Automations
The patterns that bleed revenue, codified. One toggle each.
The most common ways commission slips away, turned into one-toggle automations. Flip on the ones that fit your team, or build your own on top — every automated send passes a Fair Housing scan first.
Speed-to-Lead 5-min
5-minute response timer + in-app alert + escalation when SLA slips on a new lead.
24h No-Reply
Flags leads who haven't been re-engaged within 24h. Surfaces who and which channel.
Stale High-Value
High-score leads that have decayed past their stage threshold. Triggers reassignment or rescue.
Ghost Seat
Catches paid seats that aren't actively using Ace — before billing surprises anyone.
Agent Slip Critical
One-day-look-ahead alert when an agent's pipeline trajectory drops below team baseline.
Agent Dormant 3d
Agents who haven't logged a meaningful activity in 3 days. The earliest reliable churn signal we've seen.
04.5 · Know your agents
How is each agent actually working? Now you know.
Follow Up Boss logs the activity. Ace turns it into per-agent answers — production, response speed, slipping deals, and what the predictive models say about each agent's book — in one cockpit, or as a question to Claude.
Team Cockpit — every agent on one screen, with the model's read on each book. Product view, sample data.
Team Cockpit
The whole team on one screen — now with the model's read per agent: average Win Score of their book, churn exposure, modeled GCI (est.), and who needs attention today. The same numbers whether you open the dashboard or ask your AI assistant for the team cockpit.
Coverage gaps per agent
The deals nobody's losing loudly: each agent's high-win contacts going untouched and engaged contacts going cold, sized in estimated GCI — so you coach the gap before it becomes a lost quarter.
Production by agent
Won GCI, closed deals, and pipeline per agent — YTD, QTD, MTD — computed from your real FUB deals, with "Closed Lost" never miscounted as a win.
Response time per agent
Each agent's first-response median and 90th percentile, plus the share of new leads answered under 5 minutes — shown against your own team's baseline, not an abstract industry number. Coach the tail.
At-risk deals by agent
The dollars-at-risk lens groups slipping deals by owner, with the estimated GCI at stake on each — so the Monday conversation is specific, not vibes.
Effort Split — deal work vs lead gen
Every agent activity is attributed to the deal it's pushing — or counted as lead-gen work pushing toward the next one. The cockpit's Effort Split shows each agent's deal-work share, so you can see who's closing, who's prospecting, and who's doing neither. Inbound replies and Ace-authored records never inflate it.
Slip & dormancy alerts
The Agent Slip and Agent Dormant guards above fire on degradation patterns — you hear about the problem this week, not at quarter end.
Usage & Adoption
You bought the seats — is anyone sitting in them? Per-member usage with a Last Active column, so you can see who's getting value and who needs a nudge before renewal, not after.
You vs Market
Your Closed-deal share, speed to lead, and GCI per agent ranked against anonymized peer teams of similar size, region, and volume. No cohort publishes under 10 teams. How it works →
04.6 · Off the desk
Your agents get Ace outside Follow Up Boss, too.
Ace lives in the Follow Up Boss sidebar for everyone — and on a paid seat, each agent also gets a standalone Ace workspace they open on any device, no Follow Up Boss tab needed. Share one link: followupace.com/companion/login. They sign in with a one-tap magic link and get their alerts, pipeline, and coaching wherever they are — Ace seats include the NOW list, alerts, and tasks; Ace Pro unlocks the full workspace. Your admin dashboard works the same way, and installs like an app on your phone.
And with the Ace Chrome Bridge — a Pro capability — the calls, texts, and emails each agent reads in Follow Up Boss sync to their own Ace account, so Ace coaches on the actual conversation, not just the metadata the CRM API exposes. It captures only what the agent already sees, sends it only to their own account, and every agent controls it with per-channel toggles and a one-tap pause. How the data is handled →
Two seat tiers, one account-wide Ace Trove ladder. No per-message tax. No per-conversation gotchas. No contracts.
Ace
$25 / seat / mo
Solo & supporting agents
Embedded AI chat in FUB
110 FUB-aware tools
Daily Brief
78 expert prompts
Fair Housing-trained AI
Ace Pro
$55 / seat / mo
Working agents who live in their CRM
Everything in Ace
Voice (sub-2s WebRTC)
Claude + ChatGPT Connectors
Unlimited ACE Memory
Higher-tier model (Claude Sonnet 4.6)
Ace Trove — the account-wide brain.
Activates the Revenue Operations dashboard, AI custom fields written into FUB, and the Ask-Ace CRO chat for the whole team. Auto-quoted from your live FUB database size at signup.
The reason your legal team stops asking questions. The reason your principal broker signs off without a 90-minute meeting.
Fair Housing-trained AI on every response
Every AI response — chat, voice, Connectors — is trained on 80+ Fair Housing patterns. The model won't go there in the first place.
Code-scanned automations
Smart Playbooks, Trigger Rules, Zillow templates pass an 80+ pattern code-level scan before delivery. Blocked messages create an admin alert in FUB.
AI disclosure + EHO + CAN-SPAM footers auto-injected
Equal Housing Opportunity, CAN-SPAM physical address, AI-generated disclosure, opt-out — auto-injected on every email and SMS that goes out via Ace.
PII tokenized at the LLM boundary
Names, emails, phone numbers replaced with opaque tokens before any prompt hits the model. Resolved at tool-call time. Per-Pro-user OAuth so agent permissions inherit from FUB. Full compliance brief →
07 · FAQ for teams
Eight questions team leads ask first.
Do we have to schedule a demo?
No. Self-serve sign-up at followupace.com. The whole flow is admin signs up free, OAuth connects FUB, your team gets free accounts. If you want a guided look first, run a free FUB Audit — that's read-only and gives you an A–F grade on your install in 5 minutes.
How do team members get accounts?
Automatically, the moment your admin connects Follow Up Boss. Every member of your FUB team gets a free Ace account, logged in via FUB context inside the embedded app pane. There's no separate signup, no invite emails, no seat assignments to manage on day one.
Who pays for seats — the brokerage or the agent?
Either. Admins can buy seats team-pay (one Stripe subscription, billed to the brokerage). Agents can self-pay individually if they prefer. Mix freely — some teams have the brokerage cover Ace ($25) and let agents self-upgrade to Pro ($55). Switch between modes any time.
How does Ace Trove pricing scale?
Flat monthly tier, account-wide, auto-quoted from your live FUB database size at signup. $49 (≤5k contacts) → $899 (≤500k contacts) across 6 named tiers, plus Custom for 500k+. Independent of seat count — one Ace Trove subscription powers the dashboard, AI custom fields, and CRO chat for everyone.
Can we cancel any time?
Yes. No contracts, no setup fees, no minimum-seat commitments. Monthly billing, cancel from the admin dashboard. Your FUB data stays in FUB — Ace stops processing, we retain your account record for 90 days, then we purge.
Is our data used to train AI?
No. Tokenized at the LLM boundary. Never used for model training — ours, OpenAI's, or Anthropic's. Your FUB contacts, conversation history, and notes stay yours. Full compliance brief →
What if our team is on a paid FUB plan vs Grow vs Pro?
Ace works on every paid FUB plan. The OAuth connects to your FUB workspace whatever plan it's on. Some FUB-tier-gated features (like custom fields written by Ace Trove) require a FUB plan that supports custom fields — we surface that requirement on the Ace Trove activation screen.
Do agents need anything installed locally?
No. Ace lives inside Follow Up Boss as an embedded app — the same place your team already works. Connectors for Claude.ai and ChatGPT (Pro tier) take 60 seconds and are paste-a-URL setups, no local install. Connector install guide →
Connect FUB. Your team's in.
Free to start. Pay only when you add seats or activate Ace Trove.
