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
RightSignature – Our eSignature platform used for sending contracts for eSignature ($12/mo if billed annually)
Zapier – We use Zapier to integrate InvestorCarrot and Lob (Free version of Zapier will do)
InvestorCarrot Website – Used for bringing in leads via your website (optional)
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!
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)
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.
Zillow API – Used for pulling ALL of the property info automatically!!
Now…after getting the info from above, please fill it in to our webform below.