CRM — Commitment Ladder

The native Hub CRM will own this structure and retire FollowUpBoss (Phase 2). Shown here as the migration blueprint — no leads are invented; live data appears once the CRM is connected.

Planned

Today FollowUpBoss runs this live (interim CRM). The Hub absorbs the 3 pipelines, stages, ponds, fields, and action plans as its native spec.

Contact lifecycle

Lead

→

Hot Prospect

→

Application

→ loan-lifecycle stages

Commitment Ladder

Borrower (ES)

In contact

1/6

No leads yet

Their situation

2/6

No leads yet

What's at stake

3/6

No leads yet

Their goal and plan

4/6

No leads yet

Ready to move forward

5/6

No leads yet

Prequalified

6/6

No leads yet

LO Recruiting

LO recruiting (EN)

8 stages

Agent Partners

Agent partners (EN)

6 stages

Ponds

· Borrower ES
· Borrower EN
· LO Recruiting
· Agent Partners

Custom deal fields

· Current situation
· Their motivation
· Their goal and date
· Prospect tier (A/B/C)

Smart lists

· Not contacted (call today)

Action plans (9 templates)

· WFG Hispanic Lead Nurture (ES) — 3 emails, Day 1 / 7 / 14, auto-pause-on-reply
· LO Recruiting (EN)
· Agent Partners (EN)