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REIFlow for Podio

A done for you lead management system

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App Offers

Description

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.

Purpose

The purpose of this App is to organize and status your offers.

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  Displays the offer amount for the record
Offer Amount money  Amount you have offered the seller
Offer Date date  The date in which you have made the offer
Offer From Name text  Name you made the offer under (company or personal)
Create Offer Letter category  Action field for creating your offer letters  Offer Letter #1; Offer Leter #2; Offer Letter #3;
Offer Delivery category  How the offer was delivered  Mail; Email; Verbal; In Person; Through Realtor; Other;
Status category  The current status of the offer  Pending; Offer Made; Accepted; Rejected; Countered;
Notes text  Any additional details you would like to note about this offer

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.

Offers Created

  • Status field is set to Pending
  • Offer Date field is set to <current date>
  • Offer Amount field is set to MAO value that was calculated by related WORKUP App Item.

Offers Updated

  • PDF Offer Letter #1 is created when Create Offer Letter value is updated to Offer Letter #1
  • PDF Offer Letter #2 is created when Create Offer Letter value is updated to Offer Letter #2
  • PDF Offer Letter #3 is created when Create Offer Letter value is updated to Offer Letter #3
  • Contract Item is created in CONTRACT App when Status value is updated to Accepted

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 Offers: Shows Offer Amount, Offer Date, Status and Notes for all of your offers

Status: Shows Offer Amount, Offer Date, Status and Notes for all offers with selected status

 

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Whippany, NJ 07981

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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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