Workflows are at the heart of the system and simply put are a list of pre defined steps, or Elements the Lead\/Investor will transition through. Different WF are designed to handle different specific situations or events. There are two main types of WF Element, Manual and CRON. Manual, as the names suggests and tasks to be completed by the SN or Admin, where as CRON Tasks are automatically processed by the system.<\/p>\n\n\n\n
There are many WFs in the system, a large proportion of them however, are legacy and not used.
Below is a list of WFs current used within the system and there purpose.<\/p>\n\n\n\n
National Property Buyers – 28 Day Selected ( Sys Only ) – 687\/7227<\/strong> National Property Buyers – 7 Day Selected ( Sys Only ) – 686\/7226<\/strong> National Property Renters – FF #2 Follow Up ( Sys Only ) – 712\/7667<\/strong> National Property Renters – Initial FF Completed – 711\/7666<\/strong> National Property Buyers – Initial FF Completed – 627\/7119<\/strong> NPB\/NPR – 2nd Offering of Solicitor – 729\/0<\/strong> NPR – R2B Investor Processing ( Sys Only ) – 720\/7700<\/strong> NPR – R2R Investor Processing ( Sys Only ) – 719\/7701<\/strong> NPR \/ NPB – Panel Solicitor Not Selected – Process Halted – 728\/0<\/strong> NPB – 28Day – AH ( Sys Only ) #2 FF – 670\/7203<\/strong> NPB – 7Day – BMV ( Sys Only ) #2 FF – 669\/7202<\/strong> NPB – AH Certs Required – 668\/7194<\/strong> NPB – AH Processing – 665\/7147<\/strong> NPB – BMV Investor Processing – 664\/7146<\/strong> NPB – IH LO Purchase ( Sys Only ) – 694\/7574<\/strong> NPB – In House Initial Offering – 709<\/strong> NPB – Investor Supplied Lead Follow up : email – 704\/0<\/strong> NPB – Investor Supplied Lead Follow up : Telco – 705\/0<\/strong> NPB – Investor Supplied Lead : Sale or Rent – 706\/0<\/strong> NPB – Lead Not Responding – 703\/0<\/strong> NPB – Lead Passed to Supplying Investor – 708\/0<\/strong> NPB – Lead Sold Payment Follow up – 710\/0<\/strong> NPB – Lease Option Offering ( Sys Only ) – 691\/0<\/strong> NPB – Lease Option Sold to BMV Investor – 696\/0<\/strong> NPB – LO Accepted ( Sys Only ) – 693\/0<\/strong> NPB : Vendor Deal Sold – 667\/7097<\/strong> NPB\/NPR – 2nd Offering of Solicitor – 729\/0<\/strong> NPR \/ NPB – Panel Solicitor Not Selected – Process Halted – 728\/0<\/strong> Scraped Lead Offered NPB ( Sys Only ) – 702\/0<\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":" Workflows are at the heart of the system and simply put are a list of pre defined steps, or Elements the Lead\/Investor will transition through. Different WF are designed to handle different specific situations or events. There are two main … Continue reading
This WF is allocated once a NPB Lead selects 28days ( Auction House \/ AH ) as their preferred Service
Chase emails are sent out
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is allocated once a NPB Lead selects 7days ( Below Market Value \/ BMV ) as their preferred Service
Chase emails are sent out
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is allocated after the 2nd FF is completed by the Vendor on the NPR site
Chase emails are sent out
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is allocated after the 1st FF is completed by the Vendor on the NPR site
Chase emails are sent out
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is allocated after the 1st FF is completed by the Vendor on the NPB site
Chase emails are sent out
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is allocated to a NPB BMV Vendor after the SN\/Admin resends a Panel Solicitor invite to the Vendor
This checks so see if the Vendor has selected a Panel Solicitor and a Notificaiton is sent to SN\/Admin accordingly.<\/p>\n\n\n\n
This WF is allocated to the Vendor after the final FF is completed on the NPR site for a R2B Lead
The first 9 WF Elements are manual Tasks and need actioning if applicable, their actioning is going to be based on Office Process and Procedure.
Emails are then sent out offering Professional services & Photo\u2019s [ This needs Testing ]
The follow 3 WF Elements relate to creating a Contract, their actioning is going to be based on Office Process and Procedure.
Panel Solicitor is then offered.
Viewings area then offered.
This checks so see if the Vendor has selected a Panel Solicitor and a Notificaiton is sent to SN\/Admin accordingly.<\/p>\n\n\n\n
This WF is allocated to the Vendor after the final FF is completed on the NPR site for a R2R Lead
The first 9 WF Elements are manual Tasks and need actioning if applicable, their actioning is going to be based on Office Process and Procedure.
Emails are then sent out offering Professional services & Photo\u2019s [ This needs Testing ]
The follow 3 WF Elements relate to creating a Contract, their actioning is going to be based on Office Process and Procedure.
Panel Solicitor is then offered.
Viewings area then offered.
This checks so see if the Vendor has selected a Panel Solicitor and a Notificaiton is sent to SN\/Admin accordingly.<\/p>\n\n\n\n
This WF is allocated to a NPB BMV Vendor after they did not select a Panel Solicitor after the pre allotted timescale.
This WF consists of a manual Task of following up with a Vendor after they haven\u2019t selected a Panel Solicitor
Office Process and Procedure should be followed here<\/p>\n\n\n\n
This WF is allocated to a AH Vendor after they complete the 2nd FF
Chase emails are sent out
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is allocated to a BMV Vendor after they complete the 2nd FF
Chase emails are sent out
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is no longer used<\/p>\n\n\n\n
This WF is allocated to a AH Lead after the final FF is completed and they pass through the NPB onboarding process
The first 4 WF Elements are automatic handling RX1, POA, SN Auto Allocation and Valuation
The next 4 Task are manual and involve photos etc, Office Process and Procedure should be followed here
Panel Solicitor is then offered.
AH informed
Send emails to AH confirming EPC etc [ This needs Testing ]<\/p>\n\n\n\n
This WF is allocated to a BMV Lead after the final FF is completed and they pass through the NPB onboarding process
A SN is SN Auto Allocated
2 Manual Tasks for setting the Finders Fee & Confirming all data elements for the Brochure pages have been entered
The remainder of the WF is Automated<\/p>\n\n\n\n
This WF is allocated to a Vendor once a LO route has bee n chosen based on office Criteria
A SN is SN Auto Allocated
Panel Solicitor is then offered.
Two manual tasks follow in connection with Memorandum\/Letter of Intent Contract, Office Process and Procedure should be followed here
This checks so see if the Vendor has selected a Panel Solicitor and a Notificaiton is sent to SN\/Admin accordingly.
The final task involves actioning the sending of the Memorandum\/Letter of Intent Contract to the Solicitor, Office Process and Procedure should be followed here<\/p>\n\n\n\n
This WF is allocated to a Lead when offered to IH
<\/p>\n\n\n\n
This WF is allocated to a Vendor supplied by an Investor
The whole WF is automated and deals with collecting missing FF data assuming we have an email address for the Vendor<\/p>\n\n\n\n
This WF is allocated to a Vendor supplied by an Investor
The whole WF is automated and deals with collecting missing FF data assuming we have an mobile number for the Vendor<\/p>\n\n\n\n
This WF is allocated to a Vendor supplied by an Investor
The whole WF is automated and manages the determination of what type of lead this is, Rental or Sale
Admin is then Informed.<\/p>\n\n\n\n
This WF is allocated to a Vendor that stops communication with PLP
Its a manual WF, involving reviewing the Leads FF Progress and Audit Trail
And then following up accordingly.
Office Process and Procedure should be followed here<\/p>\n\n\n\n
This WF is allocated to a Lead supplied by an Investor so that the Supplying investor is able to see the Lead before its sent out to all other investors.<\/p>\n\n\n\n
This WF is allocated once a Lead Sells
The first element is to check whether the PayPal deposit has been paid
The remaining elments are automatic.
Panel Solicitor is then offered.
This checks so see if the Vendor has selected a Panel Solicitor and a Notificaiton is sent to SN\/Admin accordingly.<\/p>\n\n\n\n
This WF is allocated to a Vendor that has ended up down the LO route.
They didn\u2019t complete the journey
This WF Follows up with them
SN\/Admin is then informed<\/p>\n\n\n\n
This WF is allocated to a Sold LO.
Its a manual Task to determine if a PayPal deposit has been paid.<\/p>\n\n\n\n
This WF is allocated to an income Lead that goes down the LO Route.
After the Vendor chooses a LO Admin needs to set LO Cost \/ Deposit details,Office Process and Procedure should be followed here
The Lead is then passed to IH<\/p>\n\n\n\n
This WF is allocated a sold Lead
Its automated apart from the money laundering check that needs to be carried out. Office Process and Procedure should be followed here<\/p>\n\n\n\n
This WF is allocated after the Panel Solicitor has been offered to the Vendor
This checks so see if the Vendor has selected a Panel Solicitor and a Notificaiton is sent to SN\/Admin accordingly.<\/p>\n\n\n\n
This WF is allocated if no Panel Solictor is chosen
Its a manual WF, involving reviewing the Leads FF Progress and Audit Trail
And then following up accordingly.
Office Process and Procedure should be followed here<\/p>\n\n\n\n
This WF is allocated to a new Lead progressed from a Prospect.
The SN\/Admin needs to obtain and update the Vendors email address and name
Once actioned, the whole WF is automated and deals with collecting missing FF data<\/p>\n\n\n\n