Information Collection – Old

Congratulations on making this investment in your business! Soon, you will have the power of automation and high functioning organization at your fingertips.

First, we need to build that for you. In order for us to build that for you, we need to gather the required information we need to get it set up.

PLEASE MAKE SURE TO FILL ALL OF THE INFORMATION OUT CORRECTLY – the #1 reason for delayed builds is due to information being incorrect or incomplete, and we must continue to go back to the client for info. If you complete it correctly the first time, there should be no delays on our end!

What information will be needed, what is it used for, and how do I get it?

Podio – Our platform is build on Podio, so we will build yours there too. You need the $24/mo version (Podio Premium), which comes with Globiflow

Click Here For Podio

RightSignature – Our eSignature platform used for sending contracts for eSignature ($12/mo if billed annually)

Click Here For RightSignature

Zapier – We use Zapier to integrate InvestorCarrot and Lob (Free version of Zapier will do)

Click Here For Zapier

InvestorCarrot Website – Used for bringing in leads via your website (optional)

Click Here For Investor Carrot

ClickSend SMS – Used for sending texts in/out of Podio. We use this on drip campaigns and also individual texts. Purchase a dedicated number for only $3.50/mo so that you ALWAYS use the same number when texting in/out of Podio!

Click Here For ClickSend SMS

VoIP Service – We recommend Call Rail or Vumber. This is the main bridge between your marketing and our system. Put these phone numbers on your marketing (bandit signs, cold calling, RVMs, letters, etc.) and whenever they are called…BOOM a new lead!! (Subscription varies based on service purchased)

Click Here For Vumber

Click Here For Call Rail

Lob – Used for sending our contracts via USPS by the click of a button!! The account is free, but you will be required to list a payment method. You will be charged shipping whoever you mail a contract.

Click Here For Lob

Zillow API – Used for pulling ALL of the property info automatically!!

Click Here to Get Your Zillow API Key, and follow the instructions in the pictures below

Now…after getting the info from above, please fill it in to our webform below.

Wholesale Hacker - Information Collection

Name*
First Last
Podio Information*
Username Password
You will need Podio Premium ($24/mo) - One Seat Only
If you have more than 1 organization on Podio, which ORG should we build it in?
RightSignature Information*
Username Account Name Password
You only need the $15/mo version (Enter N/A in both fields if you are not going to use RightSignature integration)
Zapier Information*
Username Password
You can use the FREE account for this subscription.
InvestorCarrot Information*
Username Password
If you do not use a website, put N/A in both fields. If you use a website from a different provider, put the username & password for that provider in these fields, and enter the website host in the field below, along with the URL of your website. (i.e. WordPress, Wix, etc.) (i.e. http://www.wholesalehacker.com) - We will see if that is integratabtle with Podio.
Alternate Website Provider (Optional)
Website Provider URL
ClickSend SMS Information*
Username Password
This is a free account. If you opt to have a dedicated number through ClickSend (recommended, $3.50/mo) enter it in the option space in the next field.
ClickSend Dedicated Number (Optional)
Which VoIP Service?*
Enter the name of which VoIP Service you use (i.e. Vumber or Call Rail)
VoIP Service Information*
Username Password
Vumber or Call Rail are the most compatible, and recommend systems for this service. Please have atleast 1 phone number named & set up in the system for us to build the integration for you. If you have SPECIFIC phone numbers you want integrated, note them in the field below.
Specific VoIP Phone Numbers to integrate (Optional)
Note: Integration of up to 12 phone numbers is included with the purchase. Any additional phone numbers will be billed separately, or will be responsibility of the client to integrate.
Lob Information*
Username Password
On Lob, we will need you to: 1) Insert a Credit Card as a payment method, 2) Authorize your email account, and 3) insert your mailing address in the below field.
Return Address For Lob*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
If integrating Lob, did you add a credit card as a payment method? (You need to)*
- Yes
- No
If integrating Lob, did you authorize your email address on Lob.com? (You need to)*
- Yes
- No
Zillow API Key*
It'll look something like X1-ZWz1gylefoo5cb_4wzn5
Slybroadcast Information
Username Password
(Only input the information if you purchased the Enterprise package, otherwise put "N/A")
Consent*
I agree to the terms and conditions below.
Terms and Conditions:

1. You agree to not resell, redistribute, reprocess, or in any way convey this system or parts of this system to others for free or for payment, without the written permission of Queen City Home Buying LLC.
Should such transfer occur, Queen City Home Buying LLC is entitled to all revenue of said transaction.

2. By purchasing this system, Queen City Home Buying LLC agrees not to put any claim on real estate transactions that occur within your system, and you agree to hold Queen City Home Buying LLC harmless of any and all legal matters pertaining to the real estate business you are operating.

3. If you cancel the automated payments before the system is fully paid off, your system will be deleted. You are held responsible for any and all loss of data, should this occur.

4. If you modify any part of the system (apps, workflows, integrations, etc.) during, or after the building process, you understand that this will VOID your 30 day warranty period.

Information Collection – Old

What information will be needed, what is it used for, and how do I get it?

Wholesale Hacker - Information Collection

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