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