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Demo: June 26

Agenda

Portal

Review Roadmap
Follow up RAVA form copywriting
Discuss RAVA questions
Review the MVP: Minimum Valuable Product

Marketing

Discuss Marketing: HubSpot CRM

Resolution Partners

Review key questions

RAVA complete: pending copywriting

http://siegel-callahan-portal.test/form_wizards/new?form_schema=ResidentialAssessedValuationAppeal&version=0

All validations complete
radio buttons vs. dropdowns complete
The full text is implemented using Internationalization (IL8n), so we’re ready for multilingual forms in the future.
ready for copy

Validations

Section 1: If “Use” is “single family”, or “Multi-Family”, then clear and disable “number of commercial units.” If “Use” is “mixed-use”, then require number of commercial units. If “Use” is “single family”, clear and disable “Number of Total Units” Section 3: if “Garage Size” is “None,” then clear and disable “Garage Type”. If “attic Size” is “none,” then clear and disable “Attic Finish”. If “Foundation or Basement Type” is “Slab”, then clear and disable “Basement Finish”

RAVA questions

The RAVA form is used for certain property classes: is it only individuals, not businesses?

MVP: Minimum Valuable Product

Next goal: send requests to clients to fill out RAVA forms for their property-buildings.

Within PAMS is dragons. How can define what the RAVA portal does, without building PAMS?

What’s the minimum valuable product?

✅ Admins can see an lists and detail views of submitted forms. (90%)
✅ Users can fill out a RAVA form. (95%)
🔨Users fill out a RAVA form on a per-building basis (10%).
🔨Users receive an email request to fill out a RAVA form (5%).
Admins generate a RAVA form request to a user, for a property. (0%)

What must we build to do this, without building PAMS?

✅ A general purpose forms management system that generates the RAVA form.
🔨 Copy for the RAVA forms (needed next week).
🔨 A UX for admins to generate a RAVA form request, to a user, for a property.
- ✅ A user account: this maps to a human individual.
- A user’s Property
  - Address
  - PIN(s) — provided by client
  - /Appeal year?/
- A relationship between Client Properties and Buildings and a RAVA form.
Email queue to client
Client clickthrough and authentication

Consider what we don’t need right now:

Clients?
Businesses?
PAMS’ property details and approaches

Marketing: HubSpot CRM

Contacts

Who should become a contact in this CRM, which is a standalone database?
How might this database interface with other marketing efforts, like an email newsletter?
What lead lifecycles make sense here? MQL, SQL, Opportunity, Customer, Evangelist…
- distinguish between a marketing qualified lead and a sales qualified lead
- will you buy leads? Will you load potentially uninterested leads here?
- should we integrate with the marketing website? Lead generation / form / usage tracking

Action Oriented Deal Workflow

Potential: Prospecting / Interested / Intent / Funded / Contract
- prospecting: a marketing qualified lead with a potential deal (filled out form on website; called in with questions)
- Interested: a sales qualified lead who sees the value in the offer (this is on the wish list)
- Intent: has expressed the intention to act (this is on the todo list)
- Funded: “has established the budget” (consider removing this)
- Contract Negotiation

Resolution Partners: key questions

Positioning statement

Resolution Partners is a leading provider of (legal services / legal debt services) to the financial services industry. We represent (lenders / servicers, investors) in (judicial / non-judicial) foreclosures.

legal services / legal debt services?
lenders / servicers / investors: banks, yes, but also savings and loans?
judicial / non-judicial foreclosures?

Benefits statement

With our extensive experience handling high volume property cases and developing leading-edge workflow technology, we help lenders settle foreclosures with greater accuracy and efficiency.

Proactive
Disciplined
Efficient, yet Precise
Consistent
Trustworthy