2. When you first log in, you should be on this screen here:
This is your project management page. This is the first page you will see each time you login to Podio. Yours should be
empty just like this…however, when you create your workspaces and input data into them, this screen will show you and
your team’s data, activity, tasks, completions, etc. We want to create our custom workspace…
Click on the Menu at the very top left of the page:
A menu will drop down… Click on “Create a workspace”.
Then name the workspace. I named this one “Real Deal Example”.
Press “Create” to proceed.
4. Click on the blue “Create App” Button to create your own app.
Name the app “Seller Leads”. Name the item “Seller Leads. Choose an icon and then leave everything else as it is. You can
play with these setting when you start to create your own apps on your own. Click the green “Create App” button.
6. Name this field “Property Address Map”.
This field will allow you to see a map of the property when you type in the address after the app is built.
Now, find the “Category” field and drag it to the right. Name the Category Field “Lead Next Action Status”.
If you notice, this field has a field for you to create an option. Place your cursor in the field that says “Enter a category
option”.
Type in that field “Open Intake Form”.
Hit “Enter” on your keyboard and another text field will pop up.
Type and create the following options. (Hit “Enter” on your keyboard after you type each option).
“Deal Under Review” “Go See Property” “Make Offer” No Deal”
“Property Under Contract” “Initiate Closing Process” “Go To Closing”
8. 18. Drag a “Category” field and name it “Bathrooms” and create the following options inside of the field:
“1” “1.5” “2” “3”
19. Drag a “Text” field and name it “What can you tell me about the property?”
20. Drag a “Text” field and name it “Does your property need any repairs?”
21. Drag a “Money” field and name it “Asking Price – How much do you need to sell your property?”
22. Drag a “Text” field and name it “If you don’t mind me asking, How did you come up with that number?”
23. Drag a “Money” field and name it “How much do you currently owe on the property?”
24. Drag a “Money” field and name it “What is your monthly payment on your loan?”
25. Drag a “Category” field and name it “Is your mortgage current?” and create the following options inside:
“Yes” “No”
26. Drag a “Text” field and name it “If not current, how many months are you behind?”
27. Drag a “Text” field and name it “What do properties like yours normally sell for in this area?”
28. Drag a “Text” field and name it “If you don’t sell your property, what do you plan on doing?”
29. Drag a “Money” field and name it “After Repair Value”
30. Drag a “Number” field and name it “Loan To Value”
31. Drag a “Money” field and name it “Estimated Repairs Needed”
32. Drag a “Money” field and name it “Desired profit”
33. Drag a “Money” field and name it “Offer Price”
Next to each field that you created, there is an icon. Next to the icon, there is an drop-down arrow. If you click on that
arrow, a menu will drop down with more settings for that field.
Each field has different menus, however, all of the menus have the same “Required Field” option. You can make certain
fields a “Required Field” for you or your team members to complete in order to save their lead into your app that you just
created. Some fields can be left as they are (not requiring any info). Imortant fields such as “Property Address” or “Sellers
Name” should be required fields. Scroll through your created fields then for each field listed below, click on the drop down
arrow and select “Required field”.
- Property Address
- Lead Next Action Status
- Next Action Due Date
- Lead Date
10. To open up your app to add a new motivated seller, click on the green “+ Add Seller Leads” button to the right of your
workspace.
This is your “Seller Leads” app that you just created. While on the phone with your Motivated Seller, you can put in the info
that you receive from the seller into the app to save the info.
As you scroll down, you will see all the fields that you created…
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
12. If you notice, at the very bottom of the app, there is an extra space for “Files” and “Tags” This will be in every app that you
create.
With this app, you can keep track of your photos of a property, the sellers info, when to follow up, how much the seller is
asking, where you found the seller, information about the house, etc. You can be completely organized and this will help
you automate your business. Anyone from your team that has Podio will be able to input a lead into your apps if you allow
them to do so.
There are other ways to help your business using Podio. This is just one of many. Make sure to check other Podio tutorials
from the Mad Scientist by going to www.RealDealMeetup.com.
32.
33.
14. When you first log in, you should be on this screen here:
This is your project management page. This is the first page you will see each time you login to Podio. Yours should be
empty just like this…however, when you create your workspaces and input data into them, this screen will show you and
your team’s data, activity, tasks, completions, etc. We want to create our custom workspace…
Click on the Menu at the very top left of the page:
A menu will drop down… Click on “Create a workspace”.
Then name the workspace. I named this one “Real Deal Example”.
Press “Create” to proceed.
16. Click on the blue “Create App” Button to create your own app.
Name the app “Buyer Leads”. Name the item “Buyer Lead. Choose an icon and then leave everything else as it is. You can
play with these setting when you start to create your own apps on your own. Click the green “Create App” button.
18. Name this field “Buyers Phone”.
This field will allow you to type in one or more phone numbers for your buyer’s lead phone number.
Now, find the “Text” field again and drag it to the right. Name the Text Field “Buyers Email”.
Drag another “Text” field to the right and name this one “How many properties have you purchased in the past 12
months?”.
20. Your Screen should look like this when you fill in all of the options listed above.
Now that you know how to click and drag the fields over to the right and name them…do the following to create the rest of
the app (We will start at #6 because you already have 5 fields set up until this point. There are 8 fields in this app total):
6. Drag an “Category” field and name it “What type of property would you like us to send you?”, then create the
following options inside of the field:
“Single Family Detached” “Row Home / Townhouses” “Condos”
“Multi-Family” “Commercial Properties” “Land”
7. Drag a “Category” field and name it “What is your #1 source of funding?”, then create the following options inside
of the field:
“Cash” “Hard Money / Private Loans” “Traditional Loans (Conventional, FHA, etc)”
8. Drag another “Category” field and name it “What type of investor are you”, and create the following options inside
of the field:
“Rehabber” “Landlord” “Developer” “Other”
Next to each field that you created, there is an icon. Next to the icon, there is an drop-down arrow. If you click on that
arrow, a menu will drop down with more settings for that field.
22. out which fields you would like to be in your app, what title you want to name the fields, which fields should be required or
not, and what other options you may or may not want inside of your apps.
STEP 5.
Now lets test out the app that you just created in your Workspace. Lets create a scenerio. Lets say that you are on the
phone with a potential buyer and this is your first time speaking to them and you need to get some information from them
so that you will know if they fit the crieria of your next wholesale deal. All you have to do is pull up your app and ask the
questions that are in your app, then input the data into the app to capture the answers that you need.
To open up your app to add a new motivated seller, click on the green “+ Add Buyer Leads” button to the right of your
workspace.
This is your “Buyer Leads” app that you just created. While on the phone with your potential next buyer, you can put in the
info that you receive from the buyer into the app to save the info.
25. This is your project management page. This is the first page you will see each time you login to Podio. Yours should be
empty just like this…however, when you create your workspaces and input data into them, this screen will show you and
your team’s data, activity, tasks, completions, etc. We want to create our custom workspace…
Click on the Menu at the very top left of the page:
A menu will drop down… Click on “Create a workspace”.
Then name the workspace. I named this one “Real Deal Example”.
Press “Create” to proceed.
27. Click on the blue “Create App” Button to create your own app.
Name the app “Classified Ads”. Name the item “Classified Ads”. Choose an icon and then leave everything else as it is. You
can play with these setting when you start to create your own apps on your own. Click the green “Create App” button.
STEP 4.
29. Next, find the “Contact” Field then click and drag it over to the right under the field you just named “Date Added”. Name
this field “Added By”.
(When the app is completed, this will allow you to pick anyone from your team through a drop down menu. So whoever
found the add would pick their profile by finding it in the drop down as the person who added that lead.)
Now, find the “Category” field and drag it to the right. Name the Category Field “Classifieds Category”.
If you notice, this field has a field for you to create an option. Place your cursor in the field that says “Enter a category
option”.
Type in that field “For Rent”.
Hit “Enter” on your keyboard and another text field will pop up.
31. Each field has different menus, however, all of the menus have the same “Required Field” option. You can make certain
fields a “Required Field” for you or your team members to complete in order to save their lead into your app that you just
created. Some fields can be left as they are (not requiring any info). Imortant fields such as “Classified Category” or
“Posting Strategy” should be required fields. Scroll through your created fields then for each field listed below, click on the
drop down arrow and select “Required field”.
- Classified Category
- Classified Source
- Posting Strategy
Click Done! Your Classified Leads App is now set up and ready for you or a member of your team to input data from your
leads.
Now that you set up an app, that app is now posted at the top of your Workspace. It shows the icon that you chose for the
app as well as the name that you named the app. You may modify or manage your created apps at any time. You can also
33. As you scroll down, you will see all the fields that you created…
If you notice, at the very bottom of the app, there is an extra space for “Files” and “Tags” This will be in every app that you
create.
With this app, you can keep track of your Classified Ads that you have replied or responded to, when to follow up with
them, where you found the Ad, how you responded, information about their criteria, etc. You can be completely organized
and this will help you automate your business. Anyone from your team that has Podio will be able to input a lead into your
apps if you allow them to do so.
There are other ways to help your business using Podio. This is just one of many. Make sure to check other Podio tutorials
from the Mad Scientist by going to www.RealDealMeetup.com.
1.
2.
3.
4.
5.
6.
7.
8.
35. When you first log in, you should be on this screen here:
This is your project management page. This is the first page you will see each time you login to Podio. Yours should be
empty just like this…however, when you create your workspaces and input data into them, this screen will show you and
your team’s data, activity, tasks, completions, etc. We want to create our custom workspace…
Click on the Menu at the very top left of the page:
A menu will drop down… Click on “Create a workspace”.
Then name the workspace. I named this one “Real Deal Example”.
Press “Create” to proceed.
37. Click on the blue “Create App” Button to create your own app.
Name the app “Hard Money Lenders”. Name the item “Hard Money Lenders. Choose an icon and then leave everything
else as it is. You can play with these setting when you start to create your own apps on your own. Click the green “Create
App” button.
39. Name this field “Lenders Address”.
This field will allow you to type in a lenders address.
Now, find the “Text” field again and drag it to the right. Name the Text Field “Lenders Phone”.
Drag another “Text” field to the right and name this one “Lenders Email”.
41. Click Done! Your Hard Money Lenders App is now set up and ready for you or a member of your team to input data from
your leads.
Now that you set up an app, that app is now posted at the top of your Workspace. It shows the icon that you chose for the
app as well as the name that you named the app. You may modify or manage your created apps at any time. You can also
delete apps and create more by following the same process you just completed to set up the app. It is up to you to figure
out which fields you would like to be in your app, what title you want to name the fields, which fields should be required or
not, and what other options you may or may not want inside of your apps.
STEP 5.
Now lets test out the app that you just created in your Workspace. Lets create a scenerio. Lets say that you are on the
phone with a potential lender and this is your first time speaking to them and you need to get some information from them
so that you will know if they fit the crieria of your next wholesale deal and that you meet their terms. All you have to do is
pull up your app and ask the questions that are in your app, then input the data into the app to capture the answers that
you need.
43. With this app, you can keep track of your lenders info, when to follow up, what the lenders terms are, information about
their interest, etc. You can be completely organized and this will help you automate your business. Anyone from your
team that has Podio will be able to input a lead into your apps if you allow them to do so.
There are other ways to help your business using Podio. This is just one of many. Make sure to check other Podio tutorials
from the Mad Scientist by going to www.RealDealMeetup.com.