To provide a comprehensive guide for team members on how to effectively use the Pete software for managing real estate leads, properties, tasks, and communications. This SOP aims to minimize misunderstandings and errors while maximizing productivity and accuracy in task execution.
Key Steps
Dashboard Customization
Access the dashboard and customize it according to your role (Lead Manager, Acquisition Manager, etc.).
Adjust the displayed metrics and formulas to suit your needs.
Create multiple dashboards if necessary for different functions.
Managing Leads
Navigate to the Leads Grid for quick access to leads.
Use sorting, grouping, and filtering options to view leads based on status (e.g., contacted, follow-up needed).
Click on a lead to view detailed property information.
Editing Property Information
Update the property address if needed, using the map feature to drop a pin for accuracy.
Fill out general information such as lead status, temperature, and campaign.
Communication with Sellers
Use the built-in communication tools to call, text, or email sellers directly from the property page.
Select templates for messages or create custom messages as needed.
Note Management
Utilize the search function to find specific notes quickly.
Pin important notes to keep them visible at the top of the lead details.
Task Management
Check the tasks section to view current tasks and their statuses.
Create new tasks using templates or custom entries, including due dates and tags.
Set up recurring tasks for regular follow-ups.
E-signature Process
Access the e-signature feature to send documents for signing.
Select the appropriate template, fill in necessary fields, and send to signers.
Track the signing status of documents.
Rehab Scope Management
Input and customize rehab scopes for properties, categorizing tasks as necessary.
Update the rehab scope as conditions change during the project.
Lockbox Management
Record lockbox codes for properties within the system for easy access.
Link lockbox codes to specific properties for quick reference.
Workflow Automation
Set up workflows for task automation and drip campaigns.
Monitor the status of workflows to ensure tasks are being completed.
File Management
Use file batching to organize documents and images related to properties.
Tag files for easy retrieval based on categories (e.g., closing documents).
Analytics and Reporting
Utilize built-in analytics to track property performance and team KPIs.
Generate reports based on specific metrics as needed.
Cautionary Notes
Ensure that all updates to lead statuses and property information are accurately recorded to avoid confusion.
Be cautious when creating or modifying tasks to prevent overlap or duplication.
Regularly check for overdue tasks to maintain workflow efficiency.
Tips for Efficiency
Familiarize yourself with keyboard shortcuts within the Pete software to speed up navigation.
Regularly review and clean up your dashboard to keep it relevant and uncluttered.
Use the search functionality to quickly locate leads, tasks, or files instead of manually browsing through lists.
Communicate with team members using the project chat feature to keep all discussions organized and accessible.
By following these steps, team members can effectively utilize Pete for managing real estate investments, ensuring a streamlined process that enhances productivity and accuracy.