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REIFlow for Podio

A done for you lead management system

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App Deals

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

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605 Brook Hollow Dr
Whippany, NJ 07981

555-555-1234

About Us

REIFlow is a Podio Solution for Real Estate Investors to help manage their leads and automate the flow. Learn More

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