Team Training and Resources
This video will take you through the new Property Matching Report (PMR) layout, what it is and how you can use it in the sales process with your clients. This is for sales people only and not for client use.
If you have any questions on this please contact David Hows preferably via Slack or at david@thepropertyfactory.co.nz and she will assist you.
How to sign up clients to our Free Wholesale Membership over the phone so that you can get their details send Zoho email templates for ICR / PMR meeting invite emails with Calendly links, this is available for all sales people.
1. Click on “Your Account”
2. Click on “Log Out”
3. Click on “Log In / Sign Up”
4. Click on “Create Account”
5. Fill in client details and use “tpf12345” as their password and click “continue”, then complete the sign up process.
6. Email the client their username: (email) and password: tpf12345
If you have any questions on this please contact Gabrielle Hows preferably via Slack or at gabrielle@thepropertyfactory.co.nz and she will assist you.
How to send Zoho email templates for ICR / PMR meeting invite emails with Calendly links, this is available for all sales people.
If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.
You will need to create a Zoom account using your @thepropertyfactory.co.nz email address. You can use your Zoom account to book in online meetings with clients up to 40 mins, zoom is similar to Skype, but it works much better and seamlessly integrates with our other systems. To get set up:
1. Sign up with your The Property Factory email address (insert sign up link)
2. Put in your date of birth
3. Confirm your email address
4. Check your emails and click on “Activate” your Zoom account.
5. Then put in your name and choose a password.
If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.
All calls to clients must be made through the Zoho App.
What this is going to do is automatically record a call for you including start time and call duration. You will need to manually enter the description and outcome along with any reminders if you require one.
This is going to eliminate any double handling or forgetting with logging calls in Zoho.
Please watch the video to become familiar with how to work the call function - its nice and easy.
If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.
We have expanded the info we need for an ICR now to split out “Home Value” from “Investment Property Value” so we can better manage forecasting suplus equity and borrowing power (despite LVR rules being relaxed).
Here is the updated web page and you can download the current example Investment Capacity Report here.
If you have any questions on this please contact David Hows preferably via Slack or at david@thepropertyfactory.co.nz and he will assist you.
We have expanded what we put into a PMR report so that we can align the amount of property that an investor needs to purchase over a 10 year period, by aligning this with their 10 year Net Equity and Cashflow Goals. It means they then have a clear target e.g. “10 properties to purchase in 10 years” to hit a goal of say $120k a year in surplus cashflow.
We have also started including “debt plans” so a client (and broker) can see exactly how its suggested the debt is structured taking their current finance circumstances/banking relationships into account. The expanded PMR (attached) also illustrates the impact on cashflow if interest rates increase over the medium to long term. We have now rolled this new report out to 4 clients with good feedbacks so far (and some tweking).
Yesterday I did an ICR call with a client who owned 5 properties and wanted TPF to help him and his wife build a portfolio that gets him to $120k in cashflow within 10 years. It made it simple to say “we can work out exactly how many properties you need to buy, including what you purchase right now”. Its also means there are extra questions to ask at the ICR Report delivery stage to ensure I have the info to produce the expanded PMR.
Here is the updated web page with the extra fields and you can download the example Property Matching Report here.
If you have any questions on this please contact David Hows preferably via Slack or at david@thepropertyfactory.co.nz and he will assist you.
When you link your calendly account with your zoom account, each time a client books in a meeting with you, it automatically generates a zoom link for the meeting.
1. Log in to Calendly and go to the Integrations tab. Then click on the Zoom icon.
2. Click on “Connect Zoom”
3. Click on Manage Integration (under “Go to Event Types”) to ensure your email address is there
4. Go back to your home page, click on the gear icon for one of your event types. Click edit
5. Click on “What event type is this?”, location as Zoom and hit Save & Close. You will need to do this for all of your events.
6. You clients will receive the invitation with a Zoom link and password (see example below)
If you have any questions on this please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.
It’s really important to ensure The Property Factory branding is consistent across all customer touch points, this especially includes email.
Before emailing any clients, please set your email signature up on your phone, in Zoho and within your email program on your desktop (iMail, Outlook, EMclient, etc.) We will provide you with an HTML coded email signature to install on your devices.
To request your email signature please contact Gabrielle Hows, preferably via Slack, or at gabrielle@thepropertyfactory.co.nz, she will also help you to install it on your phone and desktop is you need it.
To get your email signature set up in Zoho, please contact Rochelle Jaeschke preferably via Slack or at rochelle@thepropertyfactory.co.nz and she will assist you.
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