THE SET UP

Set up your view by DEALS IN PIPELINE and you will be able to see your entire pipeline in this horizontal layout. it'll help you always be in tune with all your deals

Your SELLERS app displays its relation with DEAL in this format. Basically, tells you everything you need to know about this seller at a quick glance. 

• Make sure this field is always filled as it is how your CRM will identify and automatica functions towards any given chosen seller. Leave black only if you do not have the sellers information for some reason.

Time to have some fun!  This section will allow you to pull current information about the DEAL with the click of a button. 

• Click on [GET DATA & VALUES }
  • You will begin to see the sections below populating and your comments section will update you on its process.
  • Property Info will appear. If you'd like to see raw data on this search, click on it and travel to the PROPERTY INFO APP
  • So.. Click Away 👨🏻‍💻

This section will give you the five best possible comparables for this deal. They have all closed recently and are within proximity of the subject property. Below, you will find clickable links to the respective Zillow comps. Lastly, you will see clickable maps that will take you to a Google view of the property. This will help solidify your pricing reasoning in the next step.

• You will get the current and last sold values.
• You will also have the last closing date for such comparable
• Clickable Maps will appear. 🗺️

• Last 3 years of Tax Info. This could shed a light on the costs associated with this deal.
• You can also see if the property is in foreclosure, REO (bank owed) status or even Auction. Or perhaps if the seller has listed on FSBO. All useful data

A lot of this information should've come to you from Sellers app. Specifically from the script section.

• Condition and Sqft: most important items to confirm. By doing so, in the next step, your renovations budget will be able to calculate itself.
• Occupancy: the deal could change completely dependent on this property, being occupied or vacant
• County: This will help your offer be more professional at a later point
• # of Units and Stories: important, but not crucial
• Flood Zone: Sse the links above to search for tax records.
• MLS Realtor: It is important to know if the property has already been unsuccessfully marketing.

• After Repair Value: This is what the CRM believes this property can resell for.
• Rehab: This is what we believe will cost to renovate this property
• Wholesale Fee: This is what we believe the wholesale fee should be. This is based on geographical data and varies between 5 to 10%.
• Suggested Offer: this is what the CRM believes you should be offering on this deal.

• RISK BAR: Drag this bar from left to right and the maximum allowable offer below will change. Try to keep your deal under 75%.
• MAO: Max Allowable Offer - this is the most you should offer

These models are calculated based on an avg rate of 9.99%. For more information on these loans, contact our in house 

HARD MONEY LENDER - ARKAD CAPITAL

• HM Downpayment Req: Three scenarios in which most potential borrowers fall under. As you select a different percentage, the loan amount and down payment requirements, as well as amount payments will change.
• TIme & Cost: this refers to the amount of capital required to carry this deal for the predetermine set of months indicated above the cost. As time goes on your financing cost will increase.
• Profit Margin: consequently, your profit margins will decrease

This feature allows you to have a detailed conversation about the potential funding structure. This deal will require if your buyer is going to be financing.

1. Closing Date: Select a date that makes sense. Generally, 30 to 45 days in the future. This is also something that you should have talked to the seller while on SELLERS APP. By getting a sense of how much time the seller needs to move, your offer will make more sense to him/her.
2. Type of Contract: We offer you 4 types of contracts and an LOI (letter of intent)

• Residential Purchase Contract with Assignment + Other Exits
• Land Purchase Contract
• Subject To Contract
• Seller Financing Contract

TIP LOI - Letter of Intent. Use if you feel 

an offer might be too strong for this particular seller.

  3.  Title Co: Hopefully by now you have one but if you don't, just use the company name you will give it when officially registering one. If you want to open one up, try The Law Depot

• If you have one, simply fill in the information and save. You will be able to use this company name on every purchase contract you make. If it ever changes, simply follow the steps before and use the new LLC.

Click on it & travel to OFFERS OUT APP ⏎

From here you can accomplish a couple things. You can schedule a walk-through with the seller via SMS with a simple Y or N response structure. You can notify your inspector, Contractor, boots on the ground, delegate about this event, and ultimately evaluate and report the cost of construction or rehab for this project.

• PICK DATE / TIME: Make sure its a reasonable time. Afternoons always work best, If owner occupied.
• PICK A BOOTS ON THE GROUND: Contractor, partner, buyer, realtor, financier, the list goes on. This person is your Boots on the ground person. He/She will walj the property, take pictures, make comments and send all this information back to you. The APP will calculate rehabs costs for you and make you aware of major issues if found.

Similar to the previous step, here you can schedule something with the person whose meeting you at the property or going on your behalf

• TAKING FROM / GIVING TO: is this a potential deal you're given to someone to work on or take them from someone to work on. In other words, are you expecting a fee or are you paying out a fee?
• JV or OF REF PARTNER NAME: Add your JV partners Name

• CREATE: Create a new item in JV APP with prefilled data for ease of use.
• GO TO JV: Click on it and travel to JV APP APP ⏎Note, Get a podio for free, as your fee to us covers your membership.

What would you like to send today? Sometimes a quick SMS goes along way. It really depends on the type of cellular dealing with..

And just like that, a fully customized template of this email or SMS has been created for you.

• Pick a Template which you can later modify
• Review your template
• Content will appear for you to review.
• [ SEND THIS EMAIL or SMS ] - Send your message out

This is a really neat feature that will allow you to send a quick email and SMS to any seller you speak with as a method for them to keep your contact information. The message specifically refers to your phone and email.

Ask Anything you want to know or learn about real estate investing

• Ask for Content - Not happy with our templates, ask AI for some.
•  Ask for deal validation
•  Ask for formulas
• Ask for market conditions..
• The list goes on.

Souad GPT well help you with just about all things real estate investing as well.  A copy of the communication will be added to your activity board for future reference