Seller Signed!! Now What
This video walks you through exactly what to do the moment a seller signs so your team gets credit and the deal gets handed off to transactions and dispo as fast as possible.
Steps:
- Make sure the lead is assigned to you — if it says MayCloud, go to the Assign To field and select your name
- Hit Offer Made if you haven't already — this gets you credit for the offer
- Hit Under Contract — this triggers an automatic text and email to you with a form link
- Click the form link — it will pre-populate the seller's name and phone number
- Fill out the rest of the form — address, deal details, underwriting info. If you don't have something, type NA
- Hit Submit Deal Info
What happens after you submit:
- The business owner gets notified
- The TC gets notified and a new card is created in their Welcome Call pipeline
- The Dispo assistant gets notified and starts pulling data on the deal
- The deal shows up on your Company Overview Dashboard under Total Contracts and KPIs
- It also appears on the Needs Photos board until photos are approved
- Once photos are approved, it gets assigned to a dispo rep and moves to Send to Dispositions
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