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Tech Tuesdays  - March 24

VIEW RECORDING - 78 mins (No highlights)

Meeting Purpose

Review GenieREI's deal marketing process and troubleshoot user issues.

Key Takeaways

• Workflow Reversion Bug: A platform update reverted the "New Contract" workflow's TC assignment from Casey to a default user ("McCloud"), breaking the automated handoff.
• Acquisitions vs. Dispositions Conflict: Using a single sub-account for both departments causes inbound buyer calls/texts to route to the acquisitions team, disrupting their workflow.
• Buyer Form Friction: The "New Buyer Form" is too long for CSV-imported contacts, and its address-matching logic is prone to human error, making it impractical for bulk use.
• Connor's Strategy: Connor's team uses separate sub-accounts for Acquisitions and Dispositions to solve the routing conflict, a workaround for the platform's lack of native departmental support.

Topics

Workflow Reversion Bug

• Problem: The "New Contract" workflow failed to notify TC Casey M. (LandCo) of a new deal (Jesse Powers).
• Cause: A recent platform update reverted the workflow's TC assignment from Casey to a default user ("McCloud"), breaking the automation.
• Solution: GenieREI Support manually reassigned the TC in the workflow to Casey.
• Context: The deal's missing data was due to a CSV import, not the form failure.

Acquisitions vs. Dispositions Conflict

• Problem: A single sub-account for both Acquisitions (ACQ) and Dispositions (DISPO) creates a routing conflict.
  • Automated buyer marketing texts originate from the main number.
  • Inbound calls and replies from buyers are then routed to the ACQ team.
• Impact: This disrupts the ACQ team and leaves buyer inquiries unanswered by the DISPO team.
• Resolution: Connor's team uses separate sub-accounts for ACQ and DISPO to avoid this conflict.
  • GenieREI is building a native DISPO tool to solve this limitation.

Buyer Form & Data Entry Friction

• Problem: The "New Buyer Form" is impractical for contacts imported via CSV (e.g., from InvestorBase).
  • Form Length: It asks for extensive data (e.g., min beds/baths, rehab tolerance) not available in CSVs.
  • Address Matching: Requires an exact address match, which is prone to human error (e.g., "Ave" vs. "Avenue").
• Workaround: GenieREI Support will add a pre-populated form URL to each contact's notes.
  • Benefit: Clicking the URL auto-fills known contact data, reducing manual entry.

Next Steps

• GenieREI Support:
  • Add pre-populated "New Buyer Form" URLs to all contacts' notes.
  • Ask Connor about:
    • The routing conflict (ACQ vs. DISPO).
    • The "New Buyer Form" (can fields be deleted? address vs. deal ID logic?).
• Tim McClive:
  • Email GenieREI Support the list of unnecessary buyer form fields.
• Cole:
  • Coordinate number porting with GenieREI Support.

Action Items

• Create/add pre-populated New Buyer Form URLs to buyer contact profiles; notify Tim & Cole to test - WATCH (5 secs)
• Email Tim re: rephrase routing/SMS question for Connor; request buyer list - WATCH (5 secs)
• Reply to Cole on Slack re: number porting - WATCH (5 secs)