SOP Property Leads
SOP Property Leads
- When address is received, create NEW Opportunity card
- Opp Name is address
- Multiple properties are input as individual
- This occurs prior to conversation
- Have the conversation
- Can be text or phone
- Determine anything else we need about property to evaluate
- Deal Evaluation
- Are we going to work on the property Underwrite
- Disqualify
- SOLD
- No work needed
- Not in the right area (I.e., flood zone)
- Underwrite
- Pipeline: Agent Off Market Leads
- Stage: Underwrite