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08 Sep 2010

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	Deal Tabs

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The Deal
tab- Includes
all of the tabs located in both leads and prospects including an
additional seven green tabs.

Paperless- This tab allows you to
generate paperless packages. Everything from merging forms to creating
offer packages. Once you choose which package you wish to generate, the
office wizard will walk you through everything you need to complete your
package.
Purchase- In this tab you can house
all of your information regarding mortgages, liens, and comps.
Short Sale-
This tab is
here so that you can store financial information specific to your short
sale and BPO Appraisal. The workflow tab is to track all of your progress
during every step of a short sale.
Maintenance-
This is a form
that can be filled out to make sure that all the proper maintenance work
has been done.
Selling- This is where you will be
able to edit all of your property information, publish it to your
website, and where you will access the Sellpoint application.

Property
Flyer-
Provides a template for you to input your property information if you
wish to have a print version of your property information. Good for open
houses or paper mail campaigns.
Powermatching-
This allows
you to access the Powermatching feature from within a specific deal.

Closing- Once you have reached the
finalization stage on your deal, this is where you can house all of your
summary information for that specific deal.

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16 Jul 2010 3:35 PM