Dispositions Team Dashboard
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Live Pipeline
| Address | Date Started | Last Edited | Time Last Edited | Next Agent | Next Step | % Completion |
|---|
No Active Deals
Deploy a new asset tracker to begin monitoring the disposition flow.
Targeted Asset:
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Select a property from the dropdown above to view and manage its checklist.
123 Example Street
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Total Progress
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Property Discussion
I
Phase One
Deal Intake (10%)
II
Phase Two
Marketing Prep (40%)
III
Phase Three
Marketing Execution (50%)
PHASE I: DEAL INTAKE SECTION (10%)
1
Underwriting
- Manually UW The Deal 6% (Carlos)
- AI UW Tool To Confirm Manual UW 2% (Carlos)
2
Search Entire CRM
- Ensure Sellers Phone Number Is Either Disqualified or DND'd 2% (Sarah)
PHASE II: MARKETING PREP SECTION (40%)
3
Pull Local Hyper Qualified Buyers
- At least 3 Local Investors that bought $10K - $15K from purchase price 3% (Carlos)
- At Least 3 Local Investors - for ARV Comps 3% (Carlos)
- At Least 3-5 Local investors w/ Active Leases in the area 2% (Carlos)
4
Investor Data Scraping
- Pull The Data From (Investorbase - etc) 2% (Moe)
- Format The Data 1% (Sarah)
- Upload The Data To CRM 1% (Sarah)
- Create Text Blast Draft 2% (Sarah)
- Get The Text Blast Draft Approved 2% (Sarah)
5
Realtor Data Scraping
- Pull The Data From (Zillow - realtor.com - etc.) 2% (Moe)
- Format The Data 1% (Sarah)
- Upload The Data to CRM 1% (Sarah)
- Create Text Blast Draft 2% (Sarah)
- Get The Text Blast Draft Approved 2% (Sarah)
6
Facebook Groups Hunt
- Join All Relevant FB Groups 6% (Moe)
- Create FB Post Draft 1% (Moe)
- Get The FB Post Draft Approved 1% (Moe)
7
Create InvestorLift Draft
- Description 3% (Yanna)
- Photos & Videos (if applicable) 2% (Yanna)
- Comps 3% (Yanna)
PHASE III: MARKETING SECTION (50%)
8
Call & Market To Buyers / Realtors
- Execute Calls & Marketing (Buyers / Realtors) 10% (Carlos)
9
Investor Bulk/Individual Text Blast
- Execute SMS Deployment (Investors) 10% (Sarah)
10
Realtor Bulk/Individual Text Blast
- Execute SMS Deployment (Realtors) 10% (Sarah)
11
Post On InvestorLift
- Calling Inquiries / Interest On Subject Deal 5% (Yanna)
- Calling ALL Artemis Mode Buyers 5% (Yanna)
12
Post On Facebook
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Reach Out To Investors That Expressed Interest In Other Deals 10% (Moe)Subtask: Boost the Post (If Needed)