Sales FlowSheet
Category: Other
Updated: 30 Jan 2020
Contributors
Created byKrysta Comino
Attachments
Events
INITAL QUOTESSIGN PRELIM
$2,500Project Manager 1st Site Visit
-Home Staking
-Permits
-Contractor Quotes
-Site Diagrams, etc.Send Bank:
-All change orders to contract
so they can do final underwriting
and prepare to close loanCLOSE LOANORDER HOMEMeet with Project Manager
regarding site conditions.
Update Estimates?Finalize site work
and decor optionsSend bank INITAL ESTIMATE +
Home Floorplan so they can
start underwritingSIGN CONTRACTALL Permits in Hand
-Building/Demo
-Septic
-Etc-Get Core Site Work Quotes back
-Sign any needed change orders to
Appendix B dependent on core quotesPeriods
GOAL: 3 WEEKSN1 WeekPRELIM PHASECONSTRUCTION PHASE
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