Property Review Scheduling

  • Schedule Property

    • MLS

    • Non-MLS property

  • Add to Reviewer's calendar

  • Create Reviewer Checklist

  • Reviewers

Property Scheduling

  • Properties to be scheduled will appear on the Opportunties > Home Activity Board, under the Home Leads column

  • There will also be a task assigned to schedule the review

MLS Properties

  • Open the RealComp

  • Search for the property to be scheduled (scheduling by city)

  • Review the property

    • Verify the status is still active, if the status in not active on the opportunity board drag the tile to the bottom of the screen and drop the tile on lost

    • If Showing time icon not available check agent instructions to schedule showing

    • If Showing time icon available click on icon

      • For the Showing Time - Index, click Add to ShowingCart

      • If this is the first showing for the date, select the Date from the New Tour window to schedule the showing(s), enter the day of the week and date into the Description field (i.e. Tuesday 7/11)

      • if it is not the first property select the appropriate Add to Tour option from the list that appears when clicking on Add to ShowingCart, then click Next

      • Search for each property following the steps above,

      • If the agent does not use showing time, add the property to the Showing time schedule so it can be accounted for in the schedule by clicking Add Other Stop, and entering the information related to that property

      • Once all properties have been added to the showing cart for the area, if there are more than 2 click the Smart Route button found toward the bottom left of the screen

        • If the schedule is a the start of the have the first house closet to the Home Location

        • If schedule is at the end of the scheduled date have the first house furthest from the Home Location

        • Note: The smart route button does a fair job of schedule but is not always right. Reivew the route on the map and make changes as seen necessary to make the route as easy for the reviewer as possible. The route can be changed by updating the numbers on each line item

      • Once the route has been determined the scheduled times can be chosen by clicking on the Pick a Time button on each line.

      • Leave a minimum of 15 minutes for each house, if the house are within 10 minutes of each other the showings can be back to back on the 15 minutes if they are further appart drive time will need to be consider when schedule the next appointment. Drive time is display between each stop on the schedule

      • Once times have been selected, click Send Requests.

        • If the appoints are Go and Show no follow up is required

        • If it is an Appointment Required, follow up with the agent may be needed to ensure it is approved prior to the schedule showing time

      • Click the Envelop on the top right hand corner of the ShowingCart Tour Information screen and enter the reviewer's email address and click Sent

Non-MLS Properties

  • If the property is not an MLS property

  • Follow-up with the contact provided to add the review to the schedule

  • If there are MLS properties on the schedule as well as not MLS properties

  • Go to the ShowingCart Tour Information for the date of the review, add the property to the Showing time schedule so it can be accounted for in the schedule by clicking Add Other Stop, and entering the information related to that property

Add to Reviewer Calendar

  • Once the showing is approved fo to the Opportunity card for the Property, click on the property address, when the contact screen opens click on Appointment and then here to create a new appointment

    • Sometimes the screen will be slow to open, if this happens click the browser refresh button and click here to add the appointment

  • Select Review Showing from the Calendar drop down list

  • Select the reviewer from the Team Member drop down

  • Select the Date and Slot

  • Enter the Property Address into the Appointment Title

  • Click Show Notes - add add the Access instructions which are found on the ShowingCart Tour Information screen once the showing has been approved.

    • To get back to the ShowingCart Tour Information screen if it has been closed

    • Go to the Realcomp Dashboard, select Manage Showings in the Realcomp Applications section

    • Click on Showings, then ShowingCart, then click on the item for the date to be accessed

  • Next Click Book Appointment

  • Repeat for each property schedule to be reviewed for the day

Create Reviewer checklist

  • Open Buildertrend

  • Go to Sales > Lead Opportunties

  • Click New Lead Opportunity

  • On the General tab enter

    • Contact = Select the contact if this property is intented for a specific contact

    • Opportunity Title = Property Address

    • Complete Address

    • Salespeople = Reviewer Name

    • Project Type = Short-term, Long-term or Flip, from the Proposed Exit Strategy provided

    • Enter the ARV range provided into the Estimated Revenue

    • Notes = enter any notes provided by the agent

    • Rental Income = found under custom fields at the bottom of the Lead tab enter the Rental Income provided

  • Click Save

  • Go to the Proposals tab

    • Select Import Proposal

    • From the drop down list elect Review Checklist

    • Click Import

    • Press Ok

  • Click Save and Close

Sheryl Murphy

  • Monday - Office Day

  • Tuesday - Detroit

  • Wednesday - Float

  • Thursday - Jackson

  • Friday - Lansing

Home Location: 9028 Meridian Willis 48191

Email: s.murphy@tykeyhomes.com

Scheduling availability: 11am - 6pm

Number Properties per day allowed: 3-5

NOTE: If needed Detroit and Lansing can be combined or Jackson and Lansing can be combined. If this is done start with reviews in Detroit or Lansing

Combining locations should only be done with reviewer approval