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June 24, 2018 (Podio Automation (Listing Automation (CMA (Attach to podio…
June 24, 2018
Podio Automation
Autofill and mail "new" offer
Keep contractor App up to date
Create Contract App
Automate contract generation
Autofill and mail listing mailer
What is listing mailer?
Listing Automation
Cover letter template
CMA
Attach to podio under specific seller
Click to create populated letter
click to mail from podio or email to office.
Deal Splits
Third Party Investors
Equity Split on backend. Third party investor contributes x% equity to buy the deal, and pays 40-50% of x% on backend split to participate after any applicable OCG split.
Example:We make 50% equity contribution, and third party investor contributes 50% of the equity and pays 40% to participate. Third party pays 40%*50%= 20% of backend split to participate. So we take 70% of backend split and third party takes 30% of backend split
Example: Third party investor contributes 100% of the equity and pays 50% to participate. Third party pays 100%*50%= 50% of backend split to participate. So we take 50% of backend split and third party takes 50% of backend split
Wholetale
Equity Partner Split
Backend split based on the equity contributed on the front-end after 10% taken out for each Non-equity split entity.
Non-Equity Split
10% to each person that cannot put up equity.
Marketing Overhead for equity deals
No
Marketing
Christian
1000-1500 postcards every other week
North shore PPC currently $8 / click
Areas: Beverly, Salem, Danvers,Swampscott, Marblehead, Wakefield,Stoneham, Woburn, Melrose,Malden, Medford,Everett, Arlington
Jose
PPC
Number of campaigns
Postcards: Lexington, Winchester, Winthrop. How many and how frequenct
Unify marketing. Who is doing what area. What marketing is used, how frequent/how much money
Personal Financial Statement
Cesar
, please bring documentation needed to fill out form