What is the process to follow when selling a deal on to an investor, so I can trade the deal on from the app/email campaign?

First, you need to load the deal into the CRM with a deal calculator for your support person to check over. If the deal is good your support person can then forward your deal to the marketing team. The marketing team will check over the deal and then prepare it to be listed on the email campaign and the app. If anyone enquires about the deal from the email campaign, the investor lead will go straight into CRM. You can access the leads by going into the property record and clicking on the investor tab. If someone enquires via the app they will make direct contact with you, via message, email, or phone call, and the app will send you a notification. When you have their details, it is in your interest to contact them as soon as you can. To assist you in this phone call we have a list of 10 questions to ask investors, which is in the Documents section of the CRM, subsection training, and title - investor questions. Before sending over details of the deal you should get your investor to sign a Sourced to Order contract, which commits the investor to pay you the agreed sourcing fee if they buy a property you have introduced to them. Sourced to order contracts are in the files section of the Sourced Portal, under legal. At that point, you can send them full details of the property. If they like what they see and they would like to reserve the property, they need to fill out a reservation form and pay the reservation fee you have agreed to in the S2O. Sourced recommend charging your full sourcing fee as the reservation fee. The reservation fee should be held in a client account. If you do not have a client account, you can use the Sourced client account which is documented on the reservation form. At the agreed time in the conveyancing process, you can release the funds from the client account into your main account. If you have used the Sourced client account, you will need to provide proof that the money can be released to you. You are able to charge fees at different points of this process. We recommend you read and get familiar with all the contracts/paperwork in this process to understand their limitations and opportunities.