To provide a clear and concise step-by-step guide for team members to efficiently manage property details, ensuring accuracy in data entry and retrieval, and enhancing overall productivity.
Key Steps
Access Property Details Page
Navigate to the property details section in the system.
Identify the property phase (Lead, Sold, Rehabbed).
Add Property Images
Check if images are available for the property.
If not, utilize Google Street View to obtain an image.
Note: Google Street View may not always reflect the actual property view.
Input General Information
Enter the property address and relevant details in the general information section.
Use the tagging feature to categorize the property (e.g., "Investment", "Residential").
To add a tag, type it in and press enter. To remove a tag, click the 'X' next to it.
Utilize Google Maps and Zillow
Click on the Google Maps link to open a new tab for additional property insights.
Attempt to retrieve the Zillow link for the property; if unavailable, note it.
Manage Notes
Review the most recent note displayed.
Pin important notes to ensure they remain visible.
To pin a note, click the thumbtack icon next to it.
To delete a note, select the delete option.
Enter Property Insights and Financial Information
Fill in property type, disposition strategy, and financial details such as ARV, asking price, estimated wholesale price, and market rent.
Note: Not all fields are mandatory; fill in as applicable.
Track Tasks Related to the Property
View current tasks associated with the property; only newer and in-progress tasks will be visible by default.
Use the search and sort functions to find specific tasks.
To add a task, select a task template, set a due date, and save it.
To edit or delete a task, use the respective options provided.
Manage E-signatures
Utilize the e-signature feature for contracts. Check the status of sent contracts and view them as needed.
Set Up Rehab Scope
Define the rehab scope by detailing the work needed (e.g., flooring, kitchen remodel).
Use detailed entries for accurate cost estimation or summarize costs as needed.
Track Lockboxes
If applicable, document lockbox codes and identifiers for easy tracking.
Manage Mortgage Information
Input mortgage details, including original and current principal amounts.
Utilize Workflows
Review waiting, done, and canceled workflows.
Apply necessary workflows manually by selecting the sequence and saving it.
Review Property History
Access property history to track changes and accountability for tasks.
Manage Contacts and Conversations
Add or select contacts (sellers, buyers, contractors) linked to the property.
Review conversation history, including phone calls, texts, and emails.
Schedule Appointments
Document and manage appointments related to the property.
Customize Team Roles
Adjust team roles as necessary to align with current property management needs.
Upload and Tag Files
Upload relevant documents and tag them with appropriate badges for easy retrieval.
Cautionary Notes
Always verify the accuracy of property details before finalizing entries.
Ensure that sensitive information is handled according to company policy.
Double-check any changes made to tasks or notes to maintain accountability.
Tips for Efficiency
Familiarize yourself with keyboard shortcuts for faster navigation.
Use the search function frequently to minimize time spent scrolling through tasks or notes.
Regularly update property details to avoid backlog and ensure information remains current.
Pin important notes and tasks to keep them easily accessible during property management activities.