Pick any plan
The monthly email and text plan pickers in Report Settings now list all your Follow Up Boss action plans, and Automations 2.0 automations too.
What's new
New in Owner Console
Here's everything we've added recently, with a short video for most of it. Most of these are already on for your account.
On for every account
An AI assistant on every homeowner report
Every homeowner report now has a built-in AI assistant. Homeowners can ask about their home's value and how it has changed. If they think the number is off, the assistant asks why and sends it all to you as a review request, with a task in Follow Up Boss. It never explains how the estimate is calculated, so you stay the expert.
- Homeowners can add renovations, fix their purchase price or date, or add another property just by typing the address. Nothing changes until they tap Confirm.
- When a homeowner mentions selling, buying, refinancing or investing, they're tagged in Follow Up Boss, like "Owner Console - Seller Interest", so you can start action plans from it.
- Each conversation leaves one clean note on the contact's timeline: a summary, a suggested follow-up and everything they did.
- Try it yourself from the preview of any report. Nothing from a preview is sent to Follow Up Boss.
On for every account
Just tell it what you want, right in Follow Up Boss
The Owner Console panel in Follow Up Boss now has an assistant. Type what you need and it does what the buttons do: create a report, sync the contact, update property details, or start the monthly email or text plan.
- Adjust a value in one sentence, like "Make it $560k". A reason is optional. The change is saved as a note on the contact's timeline, tagged "Owner Console - Agent Adjustment".
- Ask it to explain the valuation, or to walk you through comparable sales.
- It knows what your homeowner said in their own chat, and you can close their review or contact requests right there.
- Every change is a card you confirm. Nothing happens until you do.
Every Monday morning
Your Monday call list
Every Monday morning, each agent gets an email showing what their homeowners did on their reports last week.
- How many homeowners opened their report, compared with the week before, and visits by day.
- Review and contact requests still waiting on you.
- Your top 10 homeowners to reach out to, ranked by what they did, each with a link to open them in Follow Up Boss.
- Everyone else who looked at their report.
- Each homeowner goes to their assigned agent. Homeowners with no agent go to the account owner. If nobody looked that week, there's no email.
- Weekly is the default. Want it monthly, quarterly or not at all? Email us and we'll change it.
Turned on per account
Invite your whole database to their report
Every lead in your Follow Up Boss can get their own personal report link. It works like a merge field, %custom_oc_invite_code%, so you can drop it into any email, or into a text in an action plan.
- When they click, your home value form opens with their address already filled in and asks, "Is this your home?" They confirm it, answer any quick questions about the home, and their report is on its way.
- They never have to type a phone number or email, because they're already in your Follow Up Boss.
- New leads get their link within seconds of being added, and we fill in everyone already in your database.
- Each link belongs to one lead and can't be edited to open someone else's details.
- To turn it on, email us and we'll send you the link to paste.
Pick it in Report Settings
A new look for your report
There's a new layout for your home value report. It puts the value first, with a clearer chart, and keeps you pinned to the bottom of the screen on phones.
- Choose Original or New in Report Settings in Owner Console. The live preview shows a sample home, so you see exactly what homeowners will see.
- The account owner makes the choice, and it applies to the whole team.
- Switching changes every report link right away, including ones you've already sent.
On for every account
Property check-ins
Every six months, the report asks homeowners two quick questions about each home: do you still own it, and are these details right?
- They can fix the property type, purchase date and price right on the card. In Canada, the estimate updates right away and you get a note in Follow Up Boss listing what changed.
- If they've sold, the home comes off their report and you get a note, a task and the tag "Owner Console - Sold".
- It also asks whether they own any other properties.
Smaller improvements
Report counts per team member
The Users page shows how many homeowners with reports each team member has.
Admins see every homeowner
In Analytics, Follow Up Boss admins now see every homeowner on the account. Agents still see their own.
Clear reasons when a report can't be made
Instead of "No report could be generated", you see why and how to fix it, like a missing unit number or a lead that isn't assigned to an agent.
Smarter monthly text plan
It only starts for contacts with a number that can get texts, and tells you when to add a mobile number.
Questions, or want something turned on? Email support@ownerconsole.com