PROPERTIES
PEOPLE
Communications Log
Tasklist (draft)
Finding Properties Team
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1
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Fake Contact 3 Brown
3
Fake Contact 2 Jones
4
Kyle Rogers
5
Fake Contact 1 Smith
6
Holly Clause
7
Ben Johnson
8
David jones
9
Bat Man
10
Bobby Brown
11
Marian Maidsmith
12
Newt Paulson
13
Mike Tyson
14
Travis Walker
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First Name P1
Last Name P1
Ownership Taken As:
Relationship
Entered "Waiting List"
On Waiting List
Properties Owned
IRA Owner
Preferred Contact Person (P1 or P2)
Mobile P1
Landline P1
Email P1
Email 2
Waiting List Notes
Attachments
Master Leases
Properties Identified
To Do's 4 this Person
G&B Client Service Pipeline
Table 7
Communications Log
Deals
Type of Sale
First Name P2
Last Name P2
Mobile P2
Landline P2
Making Backup-Offer On:
Business Name:
Business Website
EZ Cut & Paste
Business Title / Position
Market Area
# Homes Needed
Properties Declined
🚫NO
Fake Contact 3
Brown
Prospect
October 8, 2018
✅YES
Only want homes with a garage, with 2 bathrooms, built after 1980
2/12/2019—Email, 1099
2/26/2019—Email, random question
LENDER
4
Fake Contact 2
Jones
Prospect
December 4, 2018
✅YES
CASH
5
Kyle
Rogers
Prospect
🚫NO
7068 Country Court Woodland Hills, CA 91399
8440 Sleepy Hollow Street Upper Lake, CA 95485
8906 Inverness St. Whiskeytown, CA 96095
8423 Willow Lane San Pedro, CA 90731
Fake Contact 1
Smith
Prospect
February 12, 2019
✅YES
2/12/2019—DocuSign, reservation
1031
2
Holly
Clause
Owner
September 10, 2018
✅YES
52 Woodland Lane San Diego, CA 92135
Ben
Johnson
Owner
🚫NO
20 Vale Street Sacramento, CA 94240
81 Crimson Circle Crescent City, CA 95531
David
jones
Owner
🚫NO
9195 Orange Drive Porterville, CA 93258
Bat
Man
Owner
February 11, 2019
✅YES
Unnamed record
377 North Coach Lane Rowland Heights, CA 91748
9792 Crimson Ave. Sausalito, CA 94966
512 Luna Avenue Bridgeville, CA 95526
2/12/2019—Email, 1099
2/12/2019—Phonecall, Inspections
2/11/2019—DocuSign, addendum 2
LENDER
2
910 Lavender Street Sacramento, CA 94297
Bobby
Brown
Business Contact
🚫NO
Acme Lending Group
Marian
Maidsmith
Business Contact
🚫NO
Newline Cleaning
Newt
Paulson
Business Contact
🚫NO
XYZ TITLE CO
Mike
Tyson
Business Contact
🚫NO
XYZ TITLE CO
Travis
Walker
Business Contact
🚫NO
ABC Home inspections
14 records
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David jones
Loaded
Name
David jones
First Name P1
David
Last Name P1
jones
Ownership Taken As:
Relationship
Owner
Entered "Waiting List"
On Waiting List
🚫NO
Properties Owned
IRA Owner
Preferred Contact Person (P1 or P2)
Mobile P1
Landline P1
Email P1
Email 2
Waiting List Notes
@
{name}
Attachments
No attachments
Master Leases
Properties Identified
To Do's 4 this Person
No records
G&B Client Service Pipeline
Table 7
Communications Log
No records
Deals
Type of Sale
First Name P2
Last Name P2
Mobile P2
Landline P2
Making Backup-Offer On:
No records
Business Name:
Business Website
EZ Cut & Paste
@
{name}
Business Title / Position
Market Area
# Homes Needed
Properties Declined
No records
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