Podcast
Questions and Answers
What should be ensured before submitting the customer's information in the contract form?
What should be ensured before submitting the customer's information in the contract form?
- The information entered is accurate. (correct)
- The contract must have two signers listed.
- The form must be submitted by a supervisor.
- The customer must provide a social security number.
When double checking contact information in Pipedrive, which signer's detail must be prioritized?
When double checking contact information in Pipedrive, which signer's detail must be prioritized?
- The signer whose information is outdated.
- The signer whose name is listed first on the contract form. (correct)
- The signer who has the most recent purchase history.
- The signer who is listed last on the contract form.
Why is it necessary to create an activity for Jenny in Pipedrive?
Why is it necessary to create an activity for Jenny in Pipedrive?
- To update the spreadsheet with customer information.
- To remind her of the down payment date.
- To confirm the contract was signed two days post-purchase. (correct)
- To document the ID status for future reference.
What happens after the contract is sent out following the down payment?
What happens after the contract is sent out following the down payment?
How should signers' email addresses be handled within Pandadoc?
How should signers' email addresses be handled within Pandadoc?
What must be included in the email sent for sale information?
What must be included in the email sent for sale information?
Which payment methods are acceptable for down payments exceeding $2,500?
Which payment methods are acceptable for down payments exceeding $2,500?
What is the purpose of sending a text or email to confirm customer information?
What is the purpose of sending a text or email to confirm customer information?
What is the maximum amount allowed for down payments via debit/credit cards?
What is the maximum amount allowed for down payments via debit/credit cards?
What information should the sales rep collect over the phone regarding payment?
What information should the sales rep collect over the phone regarding payment?
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Study Notes
Purchase Contract Process Overview
- A structured checklist guides the purchase contract process, ensuring no steps are overlooked.
- Key tasks include emailing sales info, payment collection, confirming customer details, submitting contract forms, and managing Pipedrive activities.
Step 1: Email Sales Information
- Use a specific template to send sales information to designated emails (emma, jenny, sofia, payments).
- Required details include email address, social security numbers, and IDs for all signers.
- Payment terms include a down payment amount, document fee, monthly payment, rate, and due dates.
Step 2: Payment Collection
- Payments are collected over the phone via a specified link.
- Accepted methods: Debit/Credit cards (up to $2,500), cashier's check, crypto, or wire for larger amounts.
- A $500 deposit can hold the property; an option contract is needed if payment exceeds 24 hours.
Step 3: Confirm Customer Information
- Obtain written confirmation from the customer via text or email based on provided details to finalize the sale.
Step 4: Contract Form Submission
- Customer data must be submitted through a specific online form for accurate automatic entry into Pipedrive.
- The signer’s name on the contract form should be singular; additional signers are added later by internal processes.
Step 5: Pipedrive Management
- Verify contact information in Pipedrive to ensure accuracy corresponding to the contract.
- Create an activity reminder for Jenny two days before the purchase date to check for contract signature status.
ID Management
- Paste and pin images of signers' IDs in Pipedrive along with the purchased lot information for easy reference.
Important Notes
- Contracts are processed within two business days of receiving the down payment, usually on the same day.
- Notifications are sent upon contract issuance and completion by all parties involved.
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