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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

 

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

An introductory letter to each associate participating in the tour,

 

Introduce the lead to an attorney for a free meeting

Introduce the lead to the Immigration specialist for free meeting

 

Contract

>>LOI (letter of intent)

 

Sale 

>>Contract signed w closing date

>>Closing
 

 

Bookkeeping to share commissions

Report sale and taxes due

 


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