Kumail Raza Kazi

1. Requirements for Zillow data process: 1. VPS script identify all active sales from Zillow.com a. How often does the data is scraped? 2. MySQL database store sales and contact data acquired from VPS script. 3. System Analyze listing and criteria for sale offer. a. The business rules and parameter for this process? 4. Automate email generator to send offer details. a. Data fields for offer details? 5. System can Phone Realtor. a. Can the user set 1 or more template messages? 6. System can accept Realtor calls. a. Can there be 1 or more messages before disconnect? 7. … Requirements for CRM process: 1. CRM process if the realtor responds via text message or email. 2. If the realtor responds with a counter offer, the offer should be recorded by CRM chat team. 3. Analysis on the offer by CRM chat team. 4. If the counter offer seems bad, lease option should be asked and provided. 5. If the counter offer seems in between, CRM team should submit that offer to realtor via email or text message. 6. If the offer seems to be good, so the status of the listing should be changed to lead and for that telesales process is needed. Requirements for Telesales Process: 1. Telesales operator, so that he could navigate it to warm leads sheet in CRM. 2. Filtration process is required so that the telesales operator could filter the status changed to lead by date and identify the oldest leads. 3. Information gathered by the telesales operator. 4. Lease Option if the offer deemed to be bad. 5. If the realtor is not interested in lease option than follow up process is required. 6. If the offer deemed to be in between or good than underwriting process is required. Requirements for Follow up Process: 1. A follow up Email should be sent after 90 days. 2. If the realtor calls back then a voice message should be automatically generated to the realtor. 3. If the realtor doesn’t calls back then this process should move to the first step. 4. A standardize message for all, should be sent to the realtor and if he responds by email or text, so the CRM process should be availed. Requirements for Lease Option Process: 1. Filtration process is required so that the telesales operator could filter the status changed to lease by date and identify the oldest leads. 2. Telesales operator and realtor should have some words on phone, regarding lease options, to avoid future issues. 3. If the realtor is interested so telesales operator should approach him for any missing information. 4. If all the things are clear and according to the requirement, so the property should be marketed for lease option 5. Research team should be available to generate a list of marketing and to prepare and attend a meeting for marketing strategies. 6. Automated text and emails process should begin and potential tenants should be identified and passed for the follow up calls. 7. After questioning the tenants, Application processing package should be observed. 8. If the potential tenant is suitable then telesales operator should schedule a time for the potential tenant to go through the property. 9. If the potential tenant is interested in the property than the telesales operator should submit the potential tenants application with the summary of the tenant and their findings to the seller. 10. If the potential tenant and the seller are happy to proceed, than the contract should be signed by the respective parties. 11. Tenant sends the $ to the escrow company and schedules the move in date. 12. Tenant moves to the property by paying the seller and the company. 2. HUD Bidding Process: 1. HUD bidding script should grab data from HUDhomestore.com. 2. Database on the VPS Should store data required for bidding process. 3. A script should be run at the beginning and end of each day to identify properties that matches the company rules and to check whether the bid has been accepted or not. 4. The integrated email notification should receive an email if the bid has been accepted. HUD wholesale process: 1. Operator should review the property In order to determine whether the property is acceptable for the company to sell or not. 2. Operator should perform an evaluation of the market, the property and comparable properties within close proximity. 3. Operator should make, a call to listing agency to gather information to make a better decision, and a call to other realtors in order to determine if the property is good and to figure out if anyone has information readily available that the company should aware of. 4. The operator should find a local title agency to represent the company if one does not consist in the area and the operator should create a contract that will be signed and sent to HUD. 5. The operator should send the document to the HUD and if the operator gets it back, then operator should sign the contract, gets a bank check and should mail the document to the right place.