Tracking Transactions and Managing Deadlines in REI Podio CRM
Shah Zaman
Last Update một năm trước
Once a deal moves from a lead to a contract, it enters the Transactions App in REI Podio CRM. Tracking transactions properly ensures smooth closings, avoids missed deadlines, and keeps all stakeholders informed.
📝 Key Steps for Tracking Transactions & Managing Deadlines✅ 1. Move the Lead to Transactions App☐ Update the Lead Status in Seller Leads App to "Locked Up"
☐ Assign the deal to the Transactions App
☐ Enter contract details:
Purchase price
Earnest money deposit
Closing date
Title company handling the deal
☐ Assign a Transaction Coordinator (if applicable)
☐ Set a Closing Deadline in Podio
☐ Create tasks for key steps:
Title search
Inspections
Financing verification
Buyer deposit confirmation
☐ Confirm Earnest Money Deposit (EMD) received
☐ Track title search completion
☐ Verify contract compliance (no missing signatures)
☐ Address any title issues before the deadline
☐ Provide status updates to the seller & buyer
☐ Ensure buyer deposits assignment fee on time
☐ If delays occur, negotiate an extension addendum
☐ Confirm final paperwork with title company
☐ Verify assignment fee or wholesale profit
☐ Mark transaction as "Closed" in CRM
☐ Record final deal details for reporting
Use the "Closing Date" field in the Transactions App to track deadlines
Set automatic reminders for title search, EMD, and closing
Tag your team in notes to ensure accountability
Monitor the status of all active deals on your CRM dashboard
Tracking transactions properly ensures that no deals slip through the cracks. With REI Podio CRM, you can:
✅ Keep deals organized
✅ Never miss an important deadline
✅ Ensure smooth closings and maximize profits