You can click any record to see additional data, including the
property details
property contacts
marketing campaigns the record is in
activity, notes, and tasks on the record
Additionally, as records move to different stages (for example, from a prospect to a lead), new tabs become available inside the record.
The Lead tab unlocks once a record becomes a lead.
The Deal tab unlocks once a record becomes a deal.
Property Tab
Whether you import your records from List Builder or your own database, Invelo will try to identify the property and map it with its property details. If the property details are available, it will show the Building Details, Property Characteristics, Land Info, Estimated Value, Tax Info, MLS Details, and Last Sale Info.
Contacts Tab
The Contacts tab shows the contacts associated with the property as well as their contact information. For more information on how to add or update property contacts, check out this article.
Marketing Tab
The Marketing tab shows all marketing campaigns that the record is included in.
Lead Tab
The Lead tab unlocks once a record is moved to the Lead stage. This includes data on:
Details
the seller's motivation to sell
when they were last contacted
occupancy
reason for selling
sale timeline
whether the property is listed with an agent
the asking price
the property condition
other notes
Projected Analysis (these are details you can calculate and enter to help project the purchase value)
Deal type (wholesale, rehab, rental, etc.)
Deal type name
After repair value
Costruction costs
Holding costs
Purchase price
Projected profit
Deal Tab
The Deal tab unlocks once a record is moved to the Deal stage. This includes data on:
Purchase
Deal type
Purchase price
Project profit
Closing date
Closing agent
Terms
Holding/Other costs
Construction costs
Holding/other costs
Construction notes
Sale
Sale price
Closing date
Buyer
Analysis
Profit
Holding time (days)
Profit per month
Profit as a % of sale price
Return on investment