Execute Property Review

Property Review - Photos

  • Using your Mobile phone walk through the property and take photos

    • include a photo of each side of each building, do the same for garages, sheds or any other buildings on the property

    • Take pictures of the street from both directions and across the street, if there are any houses that should be noted be sure to include them in the photos

    • Take close up photos of meters

    • On the interior

      • take a picture of each room, try to include closet if in bedrooms.

      • Pictures of kitchen to include all cabinets

      • Pictures of interior doors

      • Stairs between floors look up the stairs from the bottom and looking down the stairs from the top

      • Pictures of bathroom should include pictures of all fixtures

      • If available photos of heater

      • If available photos of water heater

    • Make sure to get close up pictures of any issues notice both inside and outside

  • Open Buildertrend, this is best done on the mobile application select More, then Sales > Lead Opportunities

  • Find the property that is being reviewed

  • Scroll to the bottom of the lead tab

  • Click Add Attachement > Add Photos

    • Select the Photos to be upload by click on each photo until all are selected

    • Click Done at the top of the screen

    • Click Upload at the top of the screen

    • Click Save at the top of the screen

Property Review - Proposal

  • Open Buildertrend

    • On Mobile application - select More, then Sales > Lead Opportunities

    • On Desktop - select Sales > Lead Opportunities

  • Find the property in the list to be reviewed and click on the name

  • Click on the Proposal tab

  • Open the Proposal by clicking on it

  • If the item group is not needed for the proposal, remove the group from the proposal

  • If an item in a group is not needed it can be removed from the list or the number of items can be set to zero (0)

  • For items that are needed click on the item and update units accordingly based on unit description

  • Once the proposal is completed

Property Review - Go-No Go

  • Reach out to agent who submitted property

  • Review Property Numbers

  • Discuss Go-No Go

    • Is this a large rehab?

    • What is currently be search for?

    • Do the numbers make sence

  • Update the disposition of the property

    • No-go

      • Update Buildertrend Status to No Opportunity

      • Update Opportunity Card, drag card to abandon at bottom of Opportunity Board

    • Go

      • Update Buildertrend Status of Lead Opportunity to Pending

      • Move Opportunity Card, drag to Home Inventory column on the Opportunity board

        • Double click on the opportunity card and modify the lead value to the proposal amount

Home Inventory

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