ShowSmartly Support Center

ShowSmartly automatically responds to showing request emails on your behalf with NAR-compliant messages that include buyer agent commission information. Here's what you need to know to get started.

• ✓Monitors your inbox for showing request emails
• ✓Sends professional, NAR-compliant responses automatically
• ✓Includes buyer agent commission details in every response
• ✓Saves you hours of repetitive email work

Understanding FUB Mode vs Manual Mode

ShowSmartly offers two ways to manage your properties and commission information:

ShowSmartly needs access to your email account to monitor for showing requests and send responses on your behalf. We support Gmail and Outlook/Microsoft 365.

Step 1: Create Your Account

1. 1

   Go to ShowSmartly Login Page

   Navigate to showsmartly.ai and click "Sign In" or "Get Started".
2. 2

   Sign in with Google or Microsoft

   Choose your preferred sign-in method. This creates your ShowSmartly account.
3. 3

   Account Created

   You'll be logged in, but your email is not yet connected for monitoring. You'll see "Email Not Connected" in your Profile.

Step 2: Connect Your Email

1. 1

   Go to Your Profile

   Click on your name/avatar in the top right corner and select "Profile" from the dropdown menu.
2. 2

   Click "Connect Email"

   In the Email Connection Status section, click the "Connect Gmail" or "Connect Outlook" button.
3. 3

   Authorize Email Access

   Grant ShowSmartly permission to read and send emails on your behalf. This is required for automated responses.
4. 4

   Confirmation

   Once connected, you'll see a green "Connected" badge in your Email Connection Status. ShowSmartly can now monitor for showing requests.

Connect ShowSmartly to your Follow Up Boss account to automatically sync your listings and commission information.

Getting Your FUB API Key

You need an API key from Follow Up Boss to connect. If you don't have one yet, here's how to create or find it:

1. 1

   Log in to Follow Up Boss

   Go to app.followupboss.com and sign in to your account.
2. 2

   Go to Admin Settings

   Click on your name or profile in the top right, then select "Admin" from the dropdown menu.
3. 3

   Navigate to API

   In the left sidebar, find and click API. This is where your API keys are managed.
4. 4

   Copy Your API Key

   You'll see your API key (it starts with fka_). Click the copy button or select and copy the entire key. If you don't have an API key yet, click "Create API Key" to generate one.

Adding Your API Key to ShowSmartly

1. 1

   Open Your Account Menu

   Click on your profile/avatar in the top right corner of ShowSmartly.
2. 2

   Go to the Settings Tab

   In the dropdown, click the "Settings" tab.
3. 3

   Paste Your API Key

   Find the "Follow Up Boss API Key" field and paste your key. Click "Save Settings".
4. 4

   You're Connected!

   ShowSmartly will now automatically sync properties and commission data from your FUB deals.

How Commission Works with FUB

When a showing request comes in, ShowSmartly looks up the property address in your synced FUB deals to find the buyer agent commission. Properties are synced automatically—you don't need to do anything manually.

Setting Up Custom Fields in FUB

For ShowSmartly to automatically retrieve commission from your FUB deals, you need to set up one required field in Follow Up Boss:

How ShowSmartly Matches Your FUB Deals to Showings

ShowSmartly looks at the deal name in FUB to find the right listing for each showing. Here's how the matching works:

Step 1: Create the Commission Custom Field

You need to create a custom field on your FUB deals to store the buyer's agent commission. ShowSmartly looks for a field with this exact name:

1. 1

   Go to FUB Admin Settings

   In Follow Up Boss, go to Admin → Custom Fields.
2. 2

   Navigate to Deals Custom Fields

   Look for the Deals section (not Contacts). Click to manage Deal custom fields.
3. 3

   Add New Custom Field

   Click "Add Field" or "Create Custom Field" button.
4. 4

   Name the Field Exactly

   Enter Buyer's Agent Commission as the field name. Choose "Text" or "Short Text" as the field type.
5. 5

   Save the Field

   Click Save. The field is now available on all your deals.

Step 2: Add Commission to Your Deals

Once the custom field exists, you need to populate it on each deal:

1. 1

   Open a Deal

   Go to any deal in Follow Up Boss.
2. 2

   Find the Commission Field

   Scroll to find your new "Buyer's Agent Commission" custom field.
3. 3

   Enter the Commission

   Enter the commission as a percentage (e.g., 3%) or flat amount (e.g., $5,000).
4. 4

   Save the Deal

   Save your changes. ShowSmartly will now automatically find this commission.

Viewing Commission in ShowSmartly

Once you've set up the custom fields in FUB, you'll see the commission data synced to your ShowSmartly properties:

Linking Properties to FUB Deals

For accurate commission lookup, make sure your ShowSmartly properties are linked to the correct FUB deals.

1. 1

   Go to Properties

   Navigate to the Properties page in ShowSmartly.
2. 2

   Select a Property

   Click on the property you want to link.
3. 3

   Click "Link to FUB Deal"

   Find the FUB Deal section and click to link.
4. 4

   Search and Select

   Search for the matching deal in FUB and select it.

When you receive multiple offers on a listing, ShowSmartly's Offer Analysis ranks them side-by-side and recommends an "AI Pick" so you can present clear, defensible options to your seller in minutes—not hours.

Overview

Each offer becomes a labeled column (A, B, C, D…) with its own accent color so it's easy to track across rows. The comparison surfaces every field that matters to a seller's decision:

• ✓Purchase price, with a price-vs-top progress bar and delta (▲ over top / at top / ▼ under top)
• ✓Financing type, down payment, and earnest money
• ✓Contingencies (financing, appraisal, inspection, sale-of-home)
• ✓Close date, escalation clause, and concessions
• ✓Estimated net to seller, "Highest" pill, and the purple "AI Pick" badge

Opening the Offers Tab

1. 1

   Open Properties

   Click "Properties" in the main navigation and select the listing receiving offers.
2. 2

   Switch to the Offers tab

   On the property detail page, click the "Offers" tab to open the comparison view.
3. 3

   Review the stack

   You'll see one column per offer ordered by AI score, with the AI Pick highlighted at the top.

Adding an Offer

1. 1

   Click "Add Offer"

   In the top right of the Offers tab, click "Add Offer" to open the entry form.
2. 2

   Upload the offer PDF (optional)

   Drop in the signed offer document and AI will extract price, terms, contingencies, and dates automatically.
3. 3

   Review and adjust fields

   Confirm or edit each extracted field. Anything AI couldn't read will be flagged so you can fill it in manually.
4. 4

   Save

   Click "Save Offer". It immediately appears as a new column in the comparison and is re-ranked against the others.

Reading the Comparison Table

• •A / B / C / D labels — each offer column has a letter and its own accent color (violet, sky, amber, emerald) so you can reference offers verbally with sellers.
• •AI Pick badge — a purple pill above the top-ranked column marks the offer with the strongest overall score.
• •"Highest" pill — green pill next to the price of the highest-dollar offer (which is not always the AI Pick).
• •Price progress bar — each column's bar fills relative to the top price, color-matched to its column accent.
• •Delta text — "▲ $X over top", "at top", or "▼ $X under top" shows how each offer compares to the leader.

How the AI Pick Works

The AI Pick is a weighted score that combines purchase price, certainty of close (financing strength, contingency count, earnest money), close timing, and seller-favorable terms like waived inspections or appraisal gaps. The highest-priced offer often wins, but a slightly lower cash offer with no contingencies can—and frequently does—score higher.

Sharing With Sellers

Use the Share button at the top of the Offers tab to generate a clean, seller-friendly view of the comparison table. You can copy a link or export to PDF for in-person presentations.

Offer Analysis FAQ

DISC profiles give every team member a behavioral fingerprint (Dominance, Influence, Steadiness,Conscientiousness) that ShowSmartly uses to tailor coaching prompts, communication style, and lead routing.

Overview

Once a team member has a DISC profile assigned, it appears across the app:

• ✓Team page — agent cards show the primary type and a mini score chart
• ✓Coaching — AI coaching prompts adapt tone and tactics to each agent's style
• ✓Lead routing — match new leads to the agent whose style fits the lead's preferences

Opening the DISC View

1. 1

   Open Team

   Click "Team" in the main navigation to see all team members.
2. 2

   Select an agent

   Click any agent card to open their detail panel.
3. 3

   Switch to the DISC tab

   Open the "DISC" tab to see the agent's profile, score chart, and assessment history.

Assigning a DISC Profile

There are two ways to assign a profile—choose whichever fits your workflow.

Option A: Agent self-assessment (recommended)

1. 1

   Click "Send Assessment"

   On the agent's DISC tab, click "Send Assessment" to email them a private assessment link.
2. 2

   Agent completes the assessment

   The 10–12 minute assessment runs in their browser. Results auto-populate when finished.
3. 3

   Profile activates automatically

   Once submitted, the primary and secondary types and the radar chart appear on the agent's tab.

Option B: Manager sets the profile manually

1. 1

   Click "Set Manually"

   On the DISC tab, click "Set Manually" to open the manual entry form.
2. 2

   Choose primary and secondary types

   Pick the agent's primary DISC type and an optional secondary type.
3. 3

   Save

   The profile activates immediately. The agent can replace it later by completing a real assessment.

Reading the Results

• DDominance — direct, results-oriented, decisive.
• IInfluence — outgoing, persuasive, relationship-driven.
• SSteadiness — patient, consistent, supportive.
• CConscientiousness — analytical, precise, process-driven.

The radar chart shows scores across all four dimensions. The primary type is the highest score; the secondary is the next-highest if it's within the blend threshold.

Using DISC in Coaching

When you open the Coaching view for an agent, ShowSmartly automatically adapts the AI coach's tone and recommendations to their DISC profile. A high-D agent gets concise, outcome-focused prompts; a high-S agent gets supportive, step-by-step guidance. You don't need to configure anything—it just works once a profile is assigned.

Updating or Retaking

From the agent's DISC tab, click "Retake Assessment" to send a new assessment link, or "Edit Manually" to adjust the profile yourself. Previous results are kept in the history log.

DISC FAQ

If you don't use Follow Up Boss or prefer to manage properties yourself, Manual Mode gives you full control.

Adding a Property Manually (Optional)

If you prefer to add properties ahead of time, you can do so manually:

1. 1

   Go to Properties

   Click on "Properties" in the main navigation.
2. 2

   Click "Add Property"

   Click the button in the top right corner.
3. 3

   Enter Property Details

   Fill in the address, city, state, and ZIP code. These must match how the address appears in showing request emails.
4. 4

   Set Commission

   Enter the buyer agent commission—either as a percentage (e.g., 2.5%) or a flat amount (e.g., $5,000).
5. 5

   Save

   Click "Save Property" to add it to your list.

How Commission Works in Manual Mode

When a showing request arrives for a property you've already added, ShowSmartly uses the commission you set and sends an instant response.

For new properties: When a showing request arrives for an address that doesn't exist in your saved properties, ShowSmartly automatically creates the property and sends you an email asking for commission details.

Your settings are accessed by clicking your profile/avatar in the top right corner. This opens a dropdown with four tabs: Profile, Settings, Agents, and Billing.