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Simple Photo Guide: Property Research to Closing

LandPortal.com + StrideCRM

Each step = 1 photo. Follow in order.


📱 PART 1: GET THE LEAD INFO (StrideCRM)

Photo 1: StrideCRM Login

  • Show: Login screen at stridecrm.co

Photo 2: Find Your Lead

  • Show: Lead list with one lead highlighted
  • Capture: Name, phone, address, acreage

Photo 3: Lead Details Page

  • Show: Full lead record with all info visible
  • Circle: Reference number, source, notes

🏠 PART 2: RESEARCH THE PROPERTY (LandPortal.com)

Photo 4: LandPortal Search

  • Show: Search bar with property address entered

Photo 5: Property Details

  • Show: Property info page
  • Circle: Acreage, county, APN, tax info

Photo 6: Find Comparable Sales

  • Show: Search results for similar properties sold
  • Circle: Sale prices and dates

Photo 7: Check Active Buyers

  • Show: Buyer network page for the county
  • Circle: Number of active buyers

💰 PART 3: SET YOUR PRICE (StrideCRM)

Photo 8: Calculate Offer

  • Show: Notes section with market research
  • Include: Comparable prices, your offer amount

📞 PART 4: MAKE THE CALL (StrideCRM)

Photo 9: StrideCRM Dialer

  • Show: Call button and contact info ready

Photo 10: Call Notes

  • Show: Call log page where you record results

📄 PART 5: SEND CONTRACT (StrideCRM)

Photo 11: Generate Contract

  • Show: Contract creation screen

Photo 12: Send to Seller

  • Show: Contract delivery options (text/email)

✅ PART 6: GET IT SIGNED

Photo 13: Follow-Up Tracking

  • Show: Follow-up schedule/reminders set

Photo 14: Contract Received

  • Show: Signed contract notification

🎉 PART 7: CLOSE THE DEAL

Photo 15: Mark as Closed

  • Show: Lead status changed to "Closed Won"

📊 QUICK CHECKLIST FOR EACH PROPERTY:

Before Calling:

  • ☐ Photo 1-8 completed
  • ☐ Market research done
  • ☐ Offer amount decided

During/After Call:

  • ☐ Photo 9-10 completed
  • ☐ Contract sent (Photo 11-12)
  • ☐ Follow-up scheduled (Photo 13)

Closing:

  • ☐ Contract signed (Photo 14)
  • ☐ Deal marked closed (Photo 15)

15 photos total = Complete training guide

Content is user-generated and unverified.
    Simple Photo Guide: Property Research to Closing | Claude