1. Goal: Qualify Property Leads by walking streets. * Upload all data about the property to my database *Add additional Fields related to Marketing *Identify as Leads when contact is made, track relationship, schedule call backs, have notes from last conversations 2 Ways to structure database 1. Separate Apps that update one another (as shown below) 2. One big property file with different views to simulate apps but easily update the underlying property data . (Need to create an update record to track changes after a source data update)
2. Target App
   1. Site Address
   2. Seller Name - Concatenated ID Linked to Contacts
   3. 4 category Filter - Based on Zip Code + Use (House/Apartmetn)
   4. Property Source Data Fields - Copied
   5. Target Status - Receives Target status from Properties and U.C. - Change in Target in Target status in Target App updates field to Property App
   6. Google Map
   7. U.C. - Enter Reason Removed - Updates same Field in Property App
   8. U.C. - Click Archive - Moves record to Archive App
   9. Creates a Date Targeted From U.C. in Properties
   10. U.C - Click Lead in Lead filed - Create Record in Lead
   11. Exit Strategy Category - Fix, Wholesale, Keep
   12. Flag for Updates from Property that may affect important fields in Target
   13. Date Of Update from Properties
   14. Add a Photograph from phone
3. Seller App
   1. Seller Name Id (Key)- Linked to Target App and Leads
   2. Site Address
   3. Google Map
   4. Change of Address Notification - from Property Source Data Update
   5. Change of Owner Name or Deed Type - Moves Record to Archives
   6. 1st Contact Date
   7. 1st Contact Type
   8. 2nd Contact Date
   9. 2nd Contact Time
   10. Able to add additional Contact Fields
   11. Contact Notes - To record any personal interactions
   12. U.C - Remove from Leads- Removes from Lead and targets, sends to Archives and updates field in property App
   13. U.C. Reason for removal - Updates Reason in Properties
   14. U.C. Lead - Makes new record in Leads and Moves record to Archived target with "lead" noted.
   15. Change of Seller Name records in Seller but may remove from Targets.
4. Leads App
   1. Seller Name Id - Linked to Seller App
   2. Site Address
   3. Google Map
   4. Probability of closing
   5. Rate Deal
   6. Rate Property
   7. Rate Seller
   8. Made Offer
   9. Exit Strategy Category - Fix, Wholesale, Keep
   10. U.C. Lead Status - Live, Waiting, Dead - Updates to Seller App and Properties App.
   11. Phone Number
5. Sold Property Comps
   1. Date of Sale
   2. To Renovate, Normal Sale, ARV of Flip
   3. Date of Sale on Flip
6. Rental Rate Comp on Properties
   1. Square footage
   2. Rent
   3. Condition
   4. # of Units
   5. Siongle Family House
7. Future Fuctionality
   1. I'd like to be able to use LOB to send mailings using fields in Podio
   2. I'd like to have property database update with new data for future identification
8. Archived Leads App
   1. All Fields from Records Removed from Leads
   2. Adds a Date Removed Field
   3. Adds a Reason Comment Field
9. Archived Targets App
   1. All Fields from Records Removed from Targets
   2. Adds a Date Removed Field
   3. Adds a Reason Comment Field
10. Archived Sellers App
    1. All Fields from Records Removed from Sellers App
    2. Adds a Date Removed Field
    3. Adds a Reason Comment Field
11. Property App
    1. MetroScan and County Data Combined
       1. Site Address
       2. Owner
       3. Zone
       4. Doc Date
       5. Loan Amount
    2. Calculated Fields
       1. Estimated Equity
       2. Est Percent Equity
       3. Owner Occupied
       4. # of Units - (Left characters start on 10)
    3. Target - Category Filed
       1. U.C. Change to Target Category - Copies Record to Target App Creates a Target Date in Target Date filed in target App
       2. Reason Removed - Linked to Targets and Leads
       3. Removed From Leads
       4. Sold, Date, Situation - Link from Sold Property App
    4. U.C. - Creates an Update Flag and Update Date on Records that changed in any of the 4 critical fields. Send update to Target and Seller Aps as well
12. Updates to Source Data Fields (Future Action)
    1. Metro Scan
       1. Owner Name
       2. Owner Address
       3. Doc Date
       4. Deed Type
       5. Price
       6. Loan Amount
    2. County Data
       1. Tax Lien
       2. Purchase Date
       3. Purchase Price
       4. Deed Type
13. Original Property Source Data
    1. MetroScan Data
       1. Site Address
       2. Owner
       3. Zip
       4. Single/Multi Family
       5. Loan Amount
       6. Doc Date
       7. Many More Fields
    2. County Data
       1. Site Address
       2. Tax Lien
       3. Purchase Date
       4. Purchase Price
       5. Deed Type