Project Life
by Jim Simcoe
1. Inbound
1.1. JS Review
1.1.1. Reject
1.1.2. Assign
1.2. Assign to Asset Manager (AMRE)
1.2.1. Desktop review (ARV/AVM)
1.2.2. BPO (if required)
1.3. Secure contractor bid (EnergyREO)
1.4. Enter all bids, comps, BPO/ARV/AVM into Taza
2. Project
2.1. Construction begins (EnergyREO)
2.1.1. Oversight - JP
2.2. HERS test out (end of construction)
2.3. Marketing materials created and shipped - Kristen
2.4. Agent selected - JS/AMRE
2.5. Agent training materials sent - Kristen
3. Sales and Marketing
3.1. Agent Updates - JS
3.2. MLS comments - JS/Kristen
3.3. CraigsList ad content - JS/Kristen
4. Deal approval flow
4.1. KG
4.2. JS
4.3. Submit to NZ
5. Schedule
5.1. Asset Management (AMRE)
5.1.1. Insurance
5.1.2. Utilities on
5.1.3. HERS rater scheduled
5.2. Construction
5.2.1. Materials - Kristen
5.2.2. Schedule - Kristen
5.2.3. Oversight - Josh