template tuning and in theme lead tracking client log in

[login to view URL] template tuned to brand and colors provided - you do not need to create the logos or color schemes, these will be provided 1. install on my domain with wordpress as crm with 7 modules (below) 2. custom calculator being PV (property value) x AR (average rental 5.2%) x MF (management free 7%) x RF (referral commission) / AT (average trail 0.15%) = trail on PV with LVR 60% (trail on property value with loan to value ratio of 60%) 3. build log in back end lead tracking module a. create referral b. competed referral book including individual referrals and book value 4. build admin management of milestone lead tracking Template tuning: top navigation – remains top of page 1. About 2. Join 3. Contact 4. Log in Remove socials Module 1 – splash top page 1. Logo 2. Heading 1 and 2 Module 2 – About 1. Use 3 step solution Module 3 – custom calculator Module 4 – How 1. Use benefits tab Module 5 – Join, contact form 1. Name 2. Email 3. Phone 4. Choose password Welcome email Module 6 - FEQs Module 7 – Contract 1. Name 2. Email 3. Message Baseline, no map Log In, email and password, remember and forgot Log in section Navigation 1. My details 2. My referrals 3. New referrals My details – editable form 1. Name 2. Company name 3. ABN 4. Email 5. Website 6. Phone 7. Address 8. Bank details My referrals List of referrals with line graph pipeline indicator (milestones) 1. Referred 2. Contacted 3. Responded 4. Agent contracted 5. Rental file received 6. Tenant contacted 7. Completed For completed each line has weekly rental and weekly referral commission with referral buyout value (weekly referral commission x 52 x 2.5) showing as red (less than 12 months from completed) or green (for greater then 12 months from completed) – if green, can be clicked and requested to be bought out Total at the bottom of list of all weekly rentals, weekly referral commissions and referral buyout values New referrals – contact form 1. Owners name 2. Investment property address 3. Owners email address 4. Owners phone number 5. Checkbox confirm to contact on behalf of referrer Generates email to owner from the referrer introducing management Includes management authority click through prepopulated with Owners details as above into [login to view URL] digital document with freeform field to complete existing managing agents details (company name, property manager, email and phone) and check box confirming contact on behalf of. Admin log in All referrals with checkboxes for milestones 1. Referred, autochecked when referrer completes referral contact form 2. Contacted, autochecked when referrer checks box to confirm contact on behalf of referrer 3. Responded, manual admin update when owner responds with authority 4. Agent contracted, manual admin update when owner responds with authority 5. Rental file received, manual admin update when agent responds with authority 6. Tenant contacted, manual admin update when tenant onboarding commenced 7. Completed, manual admin update when tenant onboarding complete