Should Your Follow Up Boss Data Leave Your Computer? (2026)

Transcript

0:00

Should your Follow Up Boss data ever leave your computer? Start with a single note.

0:05

Here's a note inside Follow Up Boss. Pre-approved for four hundred eighty-five thousand. Divorcing, needs to close before fall. Motivated — but don't push.

0:16

To turn that into a follow-up text, you tag the note — say, schedule, or SMS.

0:22

But to find that tag, a cloud-based texting tool reads the entire note — not just the part you meant to send.

0:29

Your client's finances, their motivation, their personal situation — all of it travels to a third party's servers, out of your hands.

0:37

And nearly every texting tool works this way — Texting Betty, Lead Engage, Agent Legend, and Street Text. Cloud-based, all of them.

0:47

SendMate takes a different approach. It's local-first by design. It's a desktop app, and your data stays on your machine.

0:55

Your messages, contacts, Follow Up Boss session, and notes stay on your computer. SendMate's servers handle only account, billing, and licensing.

1:03

It never stores your Follow Up Boss login. It reads only what you choose — tasks, notes, or both. No data harvesting.

1:11

And that matters two ways. Trust — your clients' details stay private. And compliance — less data shared means less exposure.

1:21

Your data should work for you — not live on someone else's servers. See how local-first works, at MySendMate.com.