Podio Showing/Offer App

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Podio Showing/Offer App por Mind Map: Podio Showing/Offer App

1. Capabilities (Outcomes)

1.1. Send Calendar Invite for showings

1.2. Automated day confirmation

1.3. Automated Feedback/Offer request

1.4. Assign Tasks based on the desposition roles

2. Samples

2.1. Offer app interface

2.2. Scheduling a showing interface

2.3. Our current offers app

2.3.1. Issues with current App - No integration with tasks

3. New Job titles

3.1. Desposition Manager

3.1.1. Tasks - Review submitted offers and send contracts

3.2. Disposition Assistant 1, 2 and 3

3.2.1. Tasks Step 1 Call/Text previous interested buyers, Initiate Despo Steps (Prefer to Automate) Step 2 Reireply Text CASH BUYERS in zipcode Step 3 Reireply Text Agents Step 4 Reireply RVM/Text cash buyers Step 5 Reireply RVM/Text agents Step 6 Manually Search Cash Buyers/ Listing Agents that weren't reached

3.3. Acquisition Manager

3.3.1. Tasks - Reviewing and approving contracts before being sent to Deals - Approval que can the the que used for the

4. Workflow

4.1. Scheduling a showing

4.1.1. 1- Scheduling a showing using a link 2 -Calendar Invite sent to client (Should contain instructions of the showing with the invite - we can write out the instruction) 3- Confirmation text request for the morning of the showing 4- 1 hour after the showing text asking for feedback 5- Deadline notification if offer hasn't been summitted

4.2. Submitting Offers

4.2.1. 1- Offer gets submitted 2- Assign Task for Disposition Manager to review offer and send contracts

5. Other Request

5.1. Getting rid of unnecessary apps

5.2. Cleaning up old and overdue tasks all at once