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SHARE (service), SHARE (service), Drive: Signed Trust, Deed, Certificate -…
SHARE (service)
Show each property on a shared spreadsheet and we enter it
Click here for more info
Ready for upsell click link
Link for off portal - /property
Intake by PB Agent
Unit settlement statement sen from SHARE to PB dedicated email
PB will either email this or display in portal for signature
Intake form Criteria (google forms):
Client Name
email
phone number
Title holder
Funding
how much per home (open text)
Notify the client that they are leaving the portal page (tab pop up to see property)
SHARE Price
Net Annual Distributions % | $
Total Shares
Home Price
% funding
etc
Real estate Module, properties like opps number of blocks buyable + markup (60 day close, 30 day close, double close)
Existing PB Clients
PB Client Portal
Investment Department
SHARE (service)
Step 2: Show each property on a shared spreadsheet and we enter it/ Portal
Click here for more info
Step 3: Ready for upsell click link to portal
Step 4: Buy Order submission : transpose by PB Agent
Intake form Criteria (google forms):
Client Name
email
phone number
Title holder
Funding
how much per home (open text)
PB Advisor ID
https://www.sharesfr.com/personalbanker-properties
Share Confirmation email [receipt]
Step 5: Unit settlement statement creation
Review with Client
Share to create Signed trust agreement and certificates and deed copy
Account creation
Step 6: Notify client of process completion and share log in information
Wiring instructions
Notifications: Documents have been uploaded to your client portal
Subfilter send Buy Order, buy order complete
Notifications: Documents have been uploaded to your client portal
Reserve block on a property (see reservation in CRM)
Collect reservation fee
Advisors grant access to property/trust documents
https://drive.google.com/drive/u/3/folders/14sVqohD8HsNV_SqYdlHPdoAE49wxbYgl
Sign terms of service
Reservation script
SHARE Price
Net Annual Distributions % | $
Total Shares
Home Price
% funding
etc
Assistance with Portal Setup
Step 1: Existing PB Clients
Intro
Proceed
Wrap Up
Script Connection
Drive: Signed Trust, Deed, Certificate