REIFlow is a suite of Podio Apps designed to work together in order to create the ideal lead flow for real estate investors looking to wholesale properties. Below is a summary of what each app brings to the table and also a link to a complete breakdown of the entire app. You’ll see the field definitions, what Automations/flows come with the app as well as the Views and Filters used when viewing the App Grid.
REIFlow App Flowchart
To get a better visualization of how all the apps relate to one another, take a look at the flowchart below.
REIFLOW Apps
Leads App
The Top Level! This is where the lead takes form and is first entered into the system. Having a top level allows a single lead to have multiple properties and contacts related to it. In general this is where the basic lead information will be kept like Type, Date Acquired, Source as well as the references to the Properties and Contacts related to it. more details…
Properties App
This is a Property’s Dashboard so to speak. Only the basic property information is kept here such as Address, tags and Stage. All other information pertaining to the property are stored in related apps such as details, workups, offers, contracts and deals. All that information is accessible from the Property Dashboard through relationship fields. more details…
Contacts App
Your Lead Contact Rolodex. Linked to the Leads App, this is where REIFlow stores a lead’s contacts. Having a separate contacts app to handle this makes total sense because leads tend to have multiple contacts sometimes. more details…
Details App
This is the property fact finding sheet. Pull this form up when talking with a seller to find out more information about the property. How many bedrooms and bathrooms, how long have they lived in the house, why are they selling and much more. more details…
Workups App
The Due Diligence App. Once you have talked with the seller and have the property details, you’ll now use this app to Figure out Repair Costs, get comps, pull in zillow data, set target buyer type and come up with your Max Allowable Offer. more details…
Offers App
Offer Tracking App. When making an offer you’ll want to record the Amount, Offer Date and status of that offer. Additionally you’ll be able to print out your offer letters with a click of a button. more details…
Contracts App
Got an offer Accepted? Record the details here. Then start planning on how you are going to wholesale the property to one of your buyers. Set your Asking Price, pull in buyers from your list that purchase in the zip code and more. more details…
Deals App
The Best App! If you are opening this app up you are smiling that I can guarantee. Keep track of the final details of the deal like profit, end buyer, date and more. I also like to get testimonials from my buyers and sellers at this point. Store those here. more details…
Comps App
Even though REIFlow pulls in comps from zillow automatically, it’s a great idea to keep track of comps yourself. This app is linked to the Workup App and is where you will enter in comps that you find in your mls system. more details…
Buyers App
Put all your buyers in this app. Record their contact information, target zip codes (and/or counties) and even rate them. As you do deals with buyers, you’ll also start to see their purchase history in this app as well. more details…
Settings App
This App stores certain system and user settings that are used through out the REIFlow workspace. Set global values for your standard wholesale fee, company name and address and even store your logo here. You can mail merge these values into your documents as well. more details…