📅 Weekly Training Recording
This training walked through OfferBolt’s lead upload process, SMS workflows, seller conversations, and appointment tracking. Christine demonstrated how to review unread messages, take over conversations manually, and update property information before preparing a contract. The session also covered seller call requests, property comparables, the Deal Analyzer, and call forwarding options.
🎯 What Was Covered
Uploading and organizing seller leads: Download your list from the Leads app, then submit it through Seller Tools → Seller List Upload. The team uploads mobile numbers into Seller Contacts and organizes each uploaded list into its own Smart List.
Understanding SMS workflow pacing: Review how daily and per-minute drips control contact outreach, why outgoing conversation replies also count toward messaging volume, and how expanding into additional markets increases costs.
Reviewing unread seller conversations: Check Seller Conversations → Team Inbox → Unread for messages that need review or a manual response. Contact support with the contact details or a screenshot when a conversation stops responding unexpectedly.
Taking over a conversation manually: Set the OfferBolt Bot field to No, then remove the contact from active workflows under Actions to take over messaging.
Tracking appointments and lead stages: Find appointments in Calendars → Appointment List View and the Leads pipeline under Opportunities. Review upcoming appointments and move leads into the appropriate stage after speaking with them.
Preparing contracts with accurate property details: Update the contact’s Seller Lead and contract information to match the property being purchased. Open Seller Tools → Contracts → Documents and Contracts → Templates, select Use This Template, and preview the populated details.
Reviewing properties and handing off seller calls: Explore comparables in the Leads app and review Deal Analyzer results against your own comps. The session also explained setter calls and submitting a seller through Seller Tools → Request Seller Call for the closing team to continue the process.
🎥 Watch the Training
🤖 How This Training Helps
How do I submit a seller list for upload into OfferBolt?
Where do I find the Smart List for my uploaded contacts?
How do daily and per-minute SMS drips work?
Which unread seller messages need my attention?
How do I turn off the bot and take over a conversation?
Where can I see upcoming appointments and update lead stages?
How do I update a property address before generating a contract?
How do I use a contract template and preview the seller’s information?
Where can I review property comparables and Deal Analyzer results?
How do I request a seller call from the closing team?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Check there for the latest recording and revisit previous sessions when you need help with a specific process.