This is a continuation of “3 Small Tweaks” Part 4…
You can generate a contract right out of FreedomSoft and email it to the seller right there on the spot. You can create a task inside there. Let’s say you’re doing a follow up and they say, “I’m not ready now, I definitely want to sell, but I’ve just got to get this probate stuff done. It should be done in July sometime. Give me a call back then.” So what you do is, you create a task in July, and you put notes in there that you need to follow up on July 10th and that they are waiting for the probate to come through. What happens is this, you put in the task and you forget about it. Then you’ll get an email from FreedomSoft that says, “Here is your daily schedule, here’s what you have to do.” You go back into FreedomSoft and you’ll see on your calendar, “Oh I’ve got to follow up with so and so on July 10th about probate” and it has all your notes right there. Then you can call them up and you sound like you know what you’re doing. This is probably the best, and only, way you can do that. You can mark if the deal is currently under contract and you can put it on a whiteboard to see all the deals you currently have under contract. What we do is, I have Cory that works with me, he takes all the incoming calls that are coming in. He’ll put them into FreedomSoft and determine if there is motivation there. If there is motivation, he’ll tag them in a specific folder in FreedomSoft called, “motivated.” Now in that folder, “motivated,” he’ll outsource the lead to me and I’ll look it over. I will then call the seller, I’ll determine if there is motivation there. I’ll do potentially what’s called a “soft pass.” I’ll give them some low numbers of what I’m thinking we can do for the property, and if there’s even motivation after that point, then I will go on the appointment, I’ll meet the seller, and I’ll get the contract. If there is maybe less motivation there, they’re not really feeling it, I’m not feeling it, then I’ll send Cory. Cory will go on the appointment and I’ll tell him, “Here, this is where we need to be, and talk about the contract specifications.” He’ll get the contract and then we’ll move forward from there. That’s how we do it.
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