Actionable Lead Intel
Age · Family · Occupation · Income · More
3rd party data to get a better sense of who your lead is to build rapport faster and better tailor content and engagement. Life seasons matter!
Empower your team
to Follow-up like
a Top Producer
Personalized follow-up for every lead — so your team stops blending in and starts winning conversations
Free Tool · Follow Up Boss Users
Using Follow Up Boss?
Using Follow Up Boss?
Get a free Pipeline Risk Assessment.
Connect your FUB account and our AI scans your pipeline in about 2 minutes. It surfaces at-risk leads, agent underperformers, and sales lift opportunities you can act on today.
- 100% free
- Read-only access
- API key never stored
- Approved FUB marketplace vendor
Your scan uncovers
🚨
At-Risk LeadsWarm leads going cold that nobody's touched
📉
Agent UnderperformersWho's letting follow-up slip through the cracks
📈
Sales Lift InsightsWhere better follow-up = more closings
🧠
Pipeline IQ AnalysisAn instant health score for your whole pipeline
Natively integrated and trusted by
TRUSTED BY THE BEST
How BrokerBlocks Works
A four-step system that turns your CRM data into personalized follow-up — automatically, at scale.
Segment
BrokerBlocks reads your CRM and automatically sorts leads by temperature: Hot, Warm, and Cold.
Enrich
Each lead gets a dynamic profile. Local insights, behavior signals, and context your agents can act on fast.
Automate
Personalized touchpoints go out automatically. No manual sending, no leads falling through the cracks.
Learn
The platform tracks what's working, from open rates and engagement to conversions, and gets smarter over time.
Rest Easy :) With an AI monitoring your active pipeline - 24/7
BrokerBlocks engages the right lead at the right time with hyper-personalized content.
Lead Tailored Content
Based on Intel + Persona
Hyper-personalized touchpoints infused with context about your lead's lifestage to boost engagement & differentiation!
Dynamic Follow-up Flows
AI Optimized & Orchestrated
Every cadence adapts in real time to optimize Delivery, Engagement and Value-Add so your follow-up FEELS one step ahead.
24/7 Lead Prioritization
White Hot · Warm · At Risk
Continuously scores every lead in your pipeline. Keeping your team focused time on the touches that matter most!.
Engage the right lead at the right time with hyper personalized content!
We Work Well With...
30+ more
Frequently Asked Questions
No. BrokerBlocks lives inside Follow Up Boss as an embedded app and inside of BoldTrail — it does not replace your CRM, it powers it up. It is also designed to complement, not conflict with, your existing action/smart plans and smart lists. On your onboarding call, we map BrokerBlocks to your current process so nothing overlaps and nothing breaks.
Great news! Your agents will take action via SMS or inside their CRM. No apps to download. Leia works in the background. Your agent gets a phone notification with a ready-to-send piece of content and taps once to send it. If your agents can check a text message, they can use BrokerBlocks.
Your ISAs handle outbound outreach. Your action plans run scheduled sequences. BrokerBlocks acts as an intelligence plugin — reading the activity signals happening in real time, identifying which leads are warming up right now, and personalizing content to match where each lead actually is in the sales cycle. Most teams with ISAs find BrokerBlocks makes their ISAs more effective, not redundant.
BrokerBlocks handshakes perfectly with these tools rather than competing with them. Ylopo focuses on lead generation, Fello on home valuations, and RealScout on home search. BrokerBlocks sits inside Follow Up Boss and BoldTrail, reads the activity those tools create, and turns it into prioritized, personalized follow-up your agents can send in one tap.
Most teams start seeing Leia surface active next-best-action touchpoints within the first week of onboarding. The 90-day look-back activates dormant leads immediately. We recommend a 90-day window to see the full effect on pipeline conversion, and we offer month-to-month pricing specifically because we are confident you will not need a contract to stay.
Great news! We offer some of the lowest pricing available for teams using Follow Up Boss or BoldTrail, with flexible billing options including month-to-month, quarterly, semi-annual, and annual plans. No hidden fees or gimmicks, just straightforward pricing built to help your team improve speed-to-lead and close more opportunities.
Your CRM API key plus a 20-minute orientation. That's it — zero friction onboarding and adoption.
