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CRM structure outline

Access CRM Modules



1  Connect information

2  Contact Information requested

3  Contac t assignment Assignment



>>Prepare a contact profile

Property requests from associates

Receive the sampling from associated


>>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)



>>Contract signed w closing date



Bookkeeping to share commissions

Report sale and taxes due


Contact information