Project Life

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Project Life by Mind Map: Project Life

1. Project

1.1. Construction begins (EnergyREO)

1.1.1. Oversight - JP

1.2. HERS test out (end of construction)

1.3. Marketing materials created and shipped - Kristen

1.4. Agent selected - JS/AMRE

1.5. Agent training materials sent - Kristen

2. Inbound

2.1. JS Review

2.1.1. Reject

2.1.2. Assign

2.2. Assign to Asset Manager (AMRE)

2.2.1. Desktop review (ARV/AVM)

2.2.2. BPO (if required)

2.3. Secure contractor bid (EnergyREO)

2.4. Enter all bids, comps, BPO/ARV/AVM into Taza

3. Schedule

3.1. Asset Management (AMRE)

3.1.1. Insurance

3.1.2. Utilities on

3.1.3. HERS rater scheduled

3.2. Construction

3.2.1. Materials - Kristen

3.2.2. Schedule - Kristen

3.2.3. Oversight - Josh

4. Deal approval flow

4.1. KG

4.2. JS

4.3. Submit to NZ

5. Project Decisions

5.1. Exit Strategy - JS

5.2. Rehab level - JS/JP

5.3. Green items - JS

5.4. Materials - JS/JP

6. Sales and Marketing

6.1. Agent Updates - JS

6.2. MLS comments - JS/Kristen

6.3. CraigsList ad content - JS/Kristen