Ideas for MaverickRE as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. pr_kzzfzep4zh30ivh 2024-05-20T16:54:08Z sug_edjy8elmqxnqzjp 2026-06-15T20:29:40Z 2026-07-17T16:25:46Z We would like to see a role-based permission that allows individual Group Leaders to view the AI Call Grading results and performance scores for the agents they manage without providing access to the full MaverickRE system. sug_elpeavql31ddxph 2026-07-09T13:48:58Z 2026-07-17T16:24:07Z I want to be able to select each parameter and see which agents are configured under that Area/Price Point/Speciality without having to one-by-one check each agent. sug_ezhp7xcvzn6mbka 2026-06-11T13:15:06Z 2026-06-12T16:26:53Z Please add a buffer time to the notification so agents have enough time to complete the call. sug_tnbl4rthc6dhqvz 2026-05-28T15:33:05Z 2026-05-29T19:12:45Z This would allow the team lead to delay the follow up text on appointments at least an hour - 5 hours. Agents are receiving these text and they are still in the appointments , it defers the agents from inputting appointments in system sug_fr85v2kdxfyaxr1 2026-04-29T21:46:31Z 2026-05-29T19:12:12Z Currently stage inclusion/exclusion and tag inclusion limits the section to 10. Increasing this allows for more customization within the rules. sug_cvzh7i6iwwyv26d 2026-04-24T15:37:00Z 2026-05-29T19:01:13Z client wants mav reassigned tag to be applied to leads that are auto reassigned sug_gjrvhyao62ukass 2026-04-02T20:31:39Z 2026-04-28T16:56:21Z We would like to see that direct handouts do NOT affect the weekly limit for agents to receive round robin or random handouts. sug_rcis3jzcn8fxgtn 2026-04-07T14:11:22Z 2026-04-28T16:54:07Z We would like to have a Rubric Library of preloaded rubrics to be able to choose from for different scenarios. sug_dpptgn4tfky3umc 2026-04-08T16:16:19Z 2026-04-28T16:54:02Z On the appointments report, it would be helpful if it had the number of individual leads next to the total number of appointments. For example, if it said 27 total appointments created with 18 individual leads. (or something similar) sug_y3jdjksfsatx6rb 2026-03-31T14:46:02Z 2026-04-02T20:20:30Z Appointments report to show a Year To Date in the drop down menu. sug_phqbmg6rioar0hu 2026-03-31T16:15:25Z 2026-04-02T20:19:25Z We would like to be able to see how many nudges will go out via the automations on the primary dashboard, and/or another type of interface. Not know who/what/when automated nudges will be going out at a quick glance inhibits user experience tremendously. sug_xgjtyi6r8fgj98v 2026-03-24T16:22:46Z 2026-03-27T16:07:24Z We are working on a system to support our contract with Zillow Preferred. Because of the increasing popularity and requirements to send leads to ZHL, we would like to use the nudge system on agents to do the following: 1) If a Lead is changed to Met with Customer or Showing Homes, add a tag (or similar control) of "Not Transferred" if the agent doesn't get the ZHL Transferred tag. We can then use the Not Transferred tag to check in on our agents and get a disposition reason. Essentially, in short: IF: Stage is X or Y, AND "ABC" tag is NOT added within X Time, Nudge the agent. sug_te17hlbq5ifqf85 2026-03-25T19:37:05Z 2026-03-27T16:24:32Z Right now, the appointments report only allows users to select and filter one appointment type. We would love the ability to select multiple at once and export the reports. For example, if we have multiple Seller appointment types and want to select all of those, we'd like to be able to select them instead of filtering for one at a time and adding them up. sug_rd0desykykfligs 2026-02-03T20:20:34Z 2026-02-05T18:14:24Z He has his agents making calls to Agents in their FUB to recruit them to the team as an agent. He's in a heavy growth stage and wants the agents asking the right questions on those recruiting calls: SECTION 1: OPENING (Set the Tone) 1. “What prompted you to take this call today?” Score (1–5): ___ Notes: ___________________ 2. “On a scale of 1–10, how satisfied are you with your current brokerage—and why?” Score (1–5): ___ Notes: ___________________ SECTION 2: PRODUCTION & BUSINESS REALITY 3. “Walk me through your last 12 months: closings, volume, and lead sources.” Score (1–5): ___ Notes: ___________________ 4. “What are your top 3 lead sources and how do you feed them weekly?” Score (1–5): ___ Notes: ___________________ 5. “When you get a new lead, what happens in the first 5 minutes, hour, and 24 hours?” Score (1–5): ___ Notes: ___________________ SECTION 3: PAIN POINTS & GROWTH Added rest of questions on backend** sug_xvzypgy2dsosfjj 2026-01-13T15:00:03Z 2026-01-27T03:07:25Z I'd like to be able to include notes being an option for rule completion on a few of the rules. sug_b5cumtigfaxx1gn 2026-01-13T18:15:44Z 2026-01-27T03:05:31Z I'd like to have a rule that shows any lead that is assigned to an agent, is not in certain stages like pending, and does not have a follow up task. We're trying to make sure that every lead that is assigned to an agent has a follow up task. We have a FUB smartlist, but would like to be able to nudge based on no upcoming tasks. sug_bkx0wi9wabjdk9n 2026-01-13T15:01:43Z 2026-01-27T03:02:30Z I want to be able to save filters in the nudging tool so that I don't have to go back and click the lead sources and team sources that I'm nudging on each time. sug_dvhojzmztwghvui 2025-12-18T22:12:20Z 2026-05-29T18:59:55Z Being able to click the Dashboard numbers to see what leads are counted in those numbers sug_eyort69ck9zndwa 2025-12-08T16:49:07Z 2025-12-12T17:14:39Z For teams that have multiple deal types, or different syntax--Buyer, Seller, Dual-End, etc--we would like to be able to separate those closing types per our own parameters. sug_xkxjgso3vvenzpb 2025-12-08T17:08:48Z 2025-12-12T17:12:03Z Leads in Ignored Stages show up under Lead Has Missed Call, for example. Would like to be able to construct rules that look not just at activity, but at stages/sources as well. This is only because setting Sources and Stages to Ignore does not automatically prevent leads from showing up in Rules. As an alternative, can we make Ignored stages and sources not show up in Nudges? sug_fm014cnswzlynrx 2025-12-08T17:16:37Z 2025-12-12T17:11:32Z We would like to be able to Nudge All, but it sends multiple texts/emails per trigger. If we specifically use Nudge All, can we knock that down to one alert? sug_w7p95zbowx2prse 2025-12-08T17:24:41Z 2025-12-12T17:10:52Z Please allow us to set whether nudge notifications are texted, emailed, or neither. Right now agents get like 20 alerts on text and email when nudges occur. sug_wc03oqezq0uo6aw 2025-12-08T17:11:10Z 2025-12-12T17:09:56Z We don't want Batch Emails to always count as communication attempts for the leaderboards. Can we set a filter that separates Batch Emails from direct emails? Same with the Rules and Alerts. If we want to enforce direct emails and not Batch emails to count as communication, would like to filter that. sug_ls9sadshaotob3d 2025-12-08T20:20:35Z 2025-12-12T16:52:42Z As an ISA/Owner, I want the ISA Monthly Goal progress bar coloring/style to be paced on the current month. So at a glance I can see if the ISA is on track/ahead/behind on their monthly goals. In the screenshot example from 12/8 we are roughly 25% through the month so Call/Text & Set Appt goals should be green. sug_fnnaxf8t7xpewyc 2025-12-10T17:01:52Z 2025-12-12T16:48:14Z Instead of manually reassigning to just a pond or an agent, can we configure rotating the reassignments through a round robin like you have with ProDispatch? Especially with automated nudges and reassignments coming, this would be especially helpful. sug_icovkvtmqduracc 2025-12-03T17:32:46Z 2025-12-03T21:40:03Z One click for delete all rules, so I can create fresh set of rules sug_l1mcjs0pj0gtm1f 2025-10-24T20:30:16Z 2025-10-28T07:02:10Z Suggestion: I would love a feature where a manager or admin can have the AI Coach initiate a call to an agent. How it could work: A manager could go into the dashboard, select an AI persona (like "New Buyer Lead" or "Expired Listing"), and then select an agent. The AI Coach would then call that agent's phone. Why this is valuable: This would be a "real-world" audit of the agent's skills. It would feel like a natural, unexpected inbound conversation, not just a prepared practice session about website activity. This would be a much more accurate way to grade how agents handle spontaneous calls and would be a powerful tool for training and auditing script adherence. sug_0ahgibesoz9ggjb 2025-10-24T20:25:44Z 2025-10-28T07:01:55Z Suggestion: When the "Mav Nudge" tag is added, please have it also automatically create a Task in FUB for the assigned agent. Benefit: This would be a significant workflow improvement. It puts the reminder directly into the agent's primary line of sight, ensuring nudges are seen and executed much more promptly. This would also benefit many other users. As more teams use AI assistants that integrate with FUB, having AI-driven reminders appear as actionable Tasks would be a powerful and valuable feature for everyone. sug_fcapo2taq8gsvev 2025-10-23T19:50:54Z 2025-11-26T17:22:55Z "In Canada - we've just discovered the agent is billed for US texting if they respond to the appointment outcome from MaverickRE. Is there any way to have these come from a Canadian number? We love that we're getting agents to update this, but not if there will be US text charges." sug_t4srygoe3f5dsbu 2025-10-15T18:07:18Z 2025-10-17T16:02:20Z In agent goals, count monthly calls sug_jp3aj3qnfagsqlm 2025-10-09T15:42:39Z 2025-10-17T02:01:31Z Would love for the funnels to be clickable for agents to take action right away. For example, for the contact funnel there's 139/147 that haven't been contacted, how do they identify what leads should be contacted? **Gabe Request** sug_ad7ccjubpybivpa 2025-10-06T16:31:52Z 2025-10-17T02:01:53Z I’d like to suggest that agents receive an automatic email with their call grade after each FUB call, just like how the AI call grading emails go out. It would be great if FUB calls triggered the same type of follow-up. sug_pmjsle5tml65djb 2025-09-23T17:40:03Z 2025-09-23T19:29:26Z More timeframe filters in Financial Insights - YTD, MTD, QTRLY, etc. ability to select their own timeframe. sug_9hbi17qxnscmpcp 2025-09-08T03:10:17Z 2026-02-06T07:55:32Z Request letting the agents be able to make notes in the "Coaching Notes" section of the agent Snapshot - They could make notes about items they would like to discuss next One-on-One and or respond to notes or follow up from their coach - Allows all coaching to be recorded in one spot from both parties. sug_ihtyq4hg4uap9fj 2025-08-29T18:25:33Z 2025-09-05T16:33:48Z Our team chooses to have 20 FUB grading seats available to agents on Maverick to incentivize the use and reward those who are totally bought in and doing the right think in their CRM! what would be amazing is to see those who may have a current seat but are not maximizing the use or using at all! this would help us reallocate seats sug_ivilgb47ptvukte 2025-08-29T11:25:59Z 2025-09-05T16:34:13Z It would be great if we could filter the sales pipeline by group or market. sug_sdv6fwod6jjoxah 2025-08-18T18:40:57Z 2025-08-22T17:03:51Z Our team uses text instead of slack for the prodispatch piece. It would be a nice feature to not have to watch the CRM dashboard or Maverick lead form to see when the lead has been claimed so we can go on about our business and find more leads without having to sit and watch the screen to see when the lead has been claimed. sug_mzgc2lloiqnkgsw 2025-07-23T19:04:09Z 2025-08-01T18:55:46Z Allow me to download all of a particular filter but not limited to 15 per page - its a simple dev add and is just a view problem. If I want to sort data I have to download a list of 300 appointments 20 separate times. And ensure the download has the actual CRM Link vs. a scrambled export in Column B sug_l4xk3yo6xpxywxx 2025-06-25T18:33:08Z 2025-06-25T18:33:08Z 🟨 Step 1: FUB Trigger Trigger: Tag added to contact Tag Name: send-to-maverick Zapier App: Follow Up Boss Trigger Event: “Tag Added to Contact” 🔍 Step 2: Get Lead Info Use “Find Person by ID” in FUB (Zapier) Extract: Lead name Phone number Email Price Source Tags Zip code (if available) Stage ⚙️ Step 3: Webhook to MaverickRE (Let Maverick Round Robin It) Zapier Action: Webhooks by Zapier → POST URL: MaverickRE API endpoint (e.g. https://api.maverickre.io/leads/new) Headers:pgsqlCopyEditContent-Type: application/json Authorization: Bearer YOUR_MAVERICK_API_KEY JSON Payload Example:jsonCopyEdit{ "name": "John Smith", "phone": "1234567890", "email": "john@example.com", "zip_code": "33301", "price": 450000, "source": "Zillow", "tags": ["send-to-maverick"], "action": "round_robin" 🎯 Key Point: You're not assigning an agent via Zap, you're simply telling Maverick: "Here's a lead — use your own routing logic to assign it to best agent. sug_jecwvvffzforulh 2025-06-18T16:16:06Z 2025-07-04T17:45:32Z Need the ability to customize our lead flow dashboard. Not use Maverick's stages as they are not in alignment with most companies (not even Zillow) [[ Example Added: Actively Listed / Showing Homes Closed / Under Contract These should be split to 4 so the business dashboard is useful for how RE flow works ie. New -> Set -> Met -> Signed -> Contract -> Closed or Lost/Void Signed Client Active Listing Under Contract Close ]] Ideally needs to be similar to: Lead: New Lead, No call/contact has been made Attempted Contact: One Way outbound outreach/Have not spoke to yet/Appt Reset Hot: Appointment Set & Under 90 days Warm: 3-6 months Cold: 6-12 months Lost opportunity: no interest or already sold/bought Trash: Wrong person / we should never reach out to them again Sphere: Sphere of Influence/Friends/Family Investor: Investor Buyer that would be looking for deals sug_hb4z6kk7w76pgg7 2025-06-18T16:11:12Z 2025-06-30T15:43:01Z We need to have the ability to see and nudge a non-action for outstanding missed calls. ie. If a ISA misses a call and never returns it. It is ok if someone else returns the call as long as the last action is not a missed call from the client. Also need the ability to ONLY nudge outstanding tasks -- even though there is a field for this it also nudges non-outstanding tasks sug_ky72z0tgr5dsr9r 2025-06-02T16:55:31Z 2026-02-06T02:46:10Z Since this is a client facing field could this be updated with a client facing title. Currently "Appointment for (Client Name) Type: (Appointment Type)" A marketing/informational title would be of value. Ex: (Appointment Type) with (Agent Name)" sug_4ajn9dmawbtray8 2025-05-19T18:07:51Z 2026-02-20T02:06:41Z The red and green shades chosen for the Rules & Alerts UI are not the most friendly for red-green colorblindness (deuteranopia). Please see attached simulation of how the colors appear for affected individuals -- I can personally attest to this being an accurate representation. While you can hover over the bar to see the actual percentage as a tooltip, it can be quite difficult to distinguish between Past Due and Complete depending on the severity of one's impairment. Use of more distinct/contrasting colors in this one area would be helpful, but a platform-wide "colorblindness mode" option might be warranted considering how red and green are featured so prominently. sug_p31up68urjrvlfi 2025-05-13T21:16:38Z 2025-05-13T21:39:33Z Add the showing address or listing address to the ProDispatch form and then configure that into the location field of the appointment in Follow Up Boss when the appointment is created. sug_4hsoze9oeijjqza 2025-05-01T22:21:40Z 2026-02-06T07:56:42Z Scripting practice with Spanish speaking AI Coaches, for Spanish speaking agents to practice. sug_qjoqxactthrpl1d 2025-04-29T18:58:09Z 2025-05-02T19:20:32Z It would be super helpful for AI grading to include a grading feature for the speed of which an agent is speaking. Often agents speak too fast & although they may be saying the right things, the fast talking can ruin a call. sug_0gd25nwf5i4tyng 2025-04-23T19:38:30Z 2025-05-02T19:01:35Z If we could filter our nudges by groups instead of them all at once that would be better for us as we are a brokerage of about 40 agents, some that are independent, others are on a seperate team under our Brokerage, some being under our primary team. Everyone has the option to use FUB, but not all get leads from the brokerage. Therefore we don't need to nudge them on their client base. sug_fqjzhup27drz5hs 2025-04-10T21:13:22Z 2025-04-14T21:17:27Z I would love to see lead source reporting (on the Lead Source Report) for sources before they convert to a transactions. Having insights on lead type, communication, appointments, current funnel staging and handouts would be great tracking to ensure that as a new lead source is added we are effectively working these leads to give us the best chance at convertion. sug_6zpula56remnvwn 2025-04-03T16:30:51Z 2026-02-06T07:57:32Z Request call evaluation for calls under 2 minutes to better determine why the call did not lead to a conversation so team leaders can provide coaching for better call quality and greater conversation conversion. sug_alep8uveixmplky 2025-04-02T14:36:14Z 2025-04-14T21:17:30Z Looking for a buildout of ISA (unlicensed) specific AI Coaching Calls. Want to have the ability for unlicensed ISAs to practice coaching calls focusing on scripting that is best for an unlicensed ISA to utilize.