Description
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.
Purpose
The purpose of this App is record the final details of a deal after it has closed.
Video/Gif demonstration
Fields
Here is the list of fields that are created with this app. There are a variety of fields from simple text input fields to selection (category) fields. System and navigational fields not included
Field | Type | Description | Category Options |
---|---|---|---|
Description | calculation | General description of the deal. Shows Sold Price | |
Property | app | Reference to the Property App item | |
Sold Price | money | Price property sold at | |
Date Closed | date | Date the property actually closed | |
Profit | money | How much money you made on the deal | |
Buyer | app | Reference to the Buyer App Item for the buyer | |
Testimonial from Seller | text | Any seller testimonials you get | |
Testimonial from Buyer | text | Any Buyer testimonials you get | |
Notes | text | Additional notes and information you would like to keep on this deal |
Automations
Automations are processes that are triggered by an action (add new item or change a value) that occurs within an app. These automations are performed by REIFlow’s webservice by leveraging the Podio API and Webhook technologies. Globiflow or other similar services are not used in any way.
Deals Created
- Property field is set to referenced PROPERTY App Item
- Date field is set <current date>
Deals Updated
– none –
Views
Views in Podio are predefined data filters that allow you to quickly see a list of items grouped and ordered in certain ways. REIFlow installs a package of views for each App.
All Deals: Shows Property Address, Sold Price, Date Closed, Profit and Buyer for all of your deals
Buyers: Shows Property Address, Sold Price, Date Closed, Profit and Buyer for all deals with selected buyer
Closings per Month: Shows Property Address, Sold Price, Date Closed, Profit and Buyer for all deals closed in a selected month