PISC HAT WRITE UP- PISC HAT WRITE UP-HOW TO MAKE A PI PROPOSAL
Purpose: This is a hat on to do a proposal so a PI can select a property(ies) to purchase
Originator: VP Sales and Marketing Date: 4/27/2022
Post’s Concerning: PISC
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Steps:
Go to “Acquisitions 2” software through the 9 squares on the top left side of E&H Matrix
Log in
Click “Properties” on the top left
Then click “Ready to Present” on the sub menu
In this list select all the properties you want to propose by ticking the checkbox under the “Select” column to the left
After you have selected all the properties, click “Generate Proposal” on the bottom right
When the page reloads you can now print it, before doing so verify that everything is there: Property addresses, prices, warranties, ARVs, Family prices and all the info for the homes
If anything is missing jump to step 10
If nothing is missing you can print either by using the menu or Ctrl+P
Go back to the Ready to Present list and click on the Address of the property that is missing info
Click Edit on the top left
You can now edit ARV or any of the data through the tab “House Info”
If you need to attach photos, click save on the bottom right and click on the “Images“ tab
Click on “+image” and then use a link or upload the file and click “save”
Repeat steps 13 and 14 until all photos have been uploaded
Go to “images list” in the “images” tab
Select all the photos that you want to display in the proposal (use only the best photos, try to have 9-12 photos total) by ticking the checkbox in the “proposal” column
For the photo you want to display as the main photo on the first half of the proposal you will need to tick the checkbox for “Profile” on that photo
Go back to steps 4-9 once you have done all the edits necessary
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