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CRM structure outline


Access CRM Modules

 

Contact

1  Connect information

2  Contact Information requested

3  Contac t assignment Assignment

 

Engagement

>>Prepare a contact profile

Property requests from associates

Receive the sampling from associated

 

Tour
>>Prepare an itinerary for the associate  tour from properties received

An introductory letter to each associate participating in the tour,

 

Introduce lead to an attorney for free meeting

Introduce lead to Immigration specialist for free meeting

 

Offer to purchase

>>LOI (letter of intent)

 

Sale 

>>Contract signed w closing date

>>Closing
 

Accounting

Bookkeeping to share commissions

Report sale and taxes due

 


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