Information Collection

Congratulations on making this investment in your business!

Soon, you will have the power of automation and high functioning organization at your fingertips.

Below is where you provide the information we need to build your system and integrate the third-party services that you use for your business. Also, you’ll find information about those services and links to sign up for any that you don’t already have an account for.

While a Premium Podio subscription is required for us to build your system, all other third-party options serve one or more functions within the system, so it is recommended that you sign up for the services so we can connect them. You’ll then have the option to take advantage of those functions within your system if you choose.

Enter your information below:

    Note: You can submit N/A for any required fields which you don't have information to enter

    Your Name*

    Your Email*

    Podio Information*
    Only the owner of the Podio Organization needs Podio Premium ($24/mo)

    If you have more than one Podio Organization, which one should we build in?

    Zapier Information*
    You can use a FREE account for this subscription

    InvestorCarrot (Website) Information*
    If you use a different web host, enter your info and specify the hosting site to log in to and your site URL below

    If using a host other than InvestorCarrot, we will review and contact you regarding this integration

    Clicksend SMS Information*
    This is a FREE account with an option to purchase a dedicated number ($3.50/mo)

    If you have a dedicated number, please enter it below

    VOIP Information*
    Please have at least 1 phone number created and set up in your VOIP for us to integrate

    By default we integrate up to 12 numbers, and will connect everything if you have less than 12. If you have more than 12, or you do not want all 12 numbers integrated, please specify which you would like us to connect below

    For additional numbers (more than 12), please note in the area above and we'll reach out

    Notes for the Build Team

    Terms and Conditions*


    Podio – We build your personal Wholesale Hacker workspace on the Podio platform which allows you and our team to customize your system virtually any way you’d like. You’ll need a “Premium” Podio account ($24/mo) for access to Globiflow, which is the back-end programming interface we use to build your automations

    Click Here For Podio

    Zapier – A third party connection tool that helps with integrated several services with Podio, including InvestorCarrot.

    Click Here For Zapier

    InvestorCarrot Website – The most common web host for real estate investing and wholesale businesses. InvestorCarrot sites use forms that integrate through zapier and send your lead submissions directly to your CRM.

    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! Clicksend is also owned by the same company as Podio and allows for instant integration and reliable functionality.

    Click Here For ClickSend SMS

    VoIP (Phone) Service – Your Voice Over Internet Protocol (VOIP) system provides the different phone numbers you use for your marketing systems. We integrate with either Vumber or CallRail and have built-in automation to capture any leads calling the numbers in your VoIP service (i.e. bandit signs, cold calling, RVMs, letters, etc.).

    Click Here For Vumber

    Click Here For Call Rail