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REIFlow for Podio

A done for you lead management system

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App Settings

Description

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.

Purpose

This app is stores system and user settings and defaults

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
Name text  human readable name for the setting
Description text  description of what the setting is for
Value text  the value of the setting
Merge Id text  the id of the setting.  This is how the system will reference the setting.

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.

Contact Created

-none-

Contact 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 Documents: Shows Name, Description, Value and Merge Id for all of your settings

System Generated Settings

Name Description Value  Merge Id
Automations Disabled This flag controls whether the system’s automations are disabled or active. Set value to true to disable automation and false to enable them. false  system-automations-disabled-flag
MAO Wholesale Fee The default Wholesale Fee used in your workup MAO calculation  5000  mao-fee
MAO Repair Costs The default repair costs used in your workup MAO calculation   10000  mao-repair-costs
 MAO X Percent  The default percentage of arv used in your workup MAO calculation  0.65  mao-x-percent
 Zillow Api Key  The Zillow API Key is required in order to pull property information from Zillow. To obtain a key, you must create an account on zillow at the following like…Get Zillow API Key  –  zillow-api-key
 Logo  Your Company Logo that you can use on your mail merge documents. Just upload and attach your logo to this setting record and you are good to go.  –  logo
 Company Email  Main email address for your compnay  john@mycompany.com  company-email-main
 Company Phone (Main)  Main phone number for your company  (800) 123-4567  company-phone-main
 Company Zip Code  Zip Code where your company is located  00000  company-zip
 Company State  State abbreviation where your company is located  NJ  company-state
 Company City  City where your company is located  Sometown  company-city
 Company Address  Street address where your company is located  123 Main St  company-address
 Company Name  The name you want to use as your company name  ABC Company  company-name
 My Name  Your full name (i.e. John Smith)  John Smith  my-name

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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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