Estimate Followup

Member access

Create your recovery workspace.

Use the same email from checkout to open your Estimate Followup dashboard, import old lead lists, and start working today's recovery queue.

Lead tracker Excel and docs import Handoff center Lead Rating scoring SMS and email scripts

Inside your dashboard

Track leads by status, value, follow-up date, owner, and Lead Rating. Import previous lead lists and turn them into daily follow-up work.