Knowledge Base
  • 00–09 System
    • 00 Index
      • 00.00 Index
    • 01 Johnny Decimal
    • 02 Inbox
      • Realtor Workflow
        • Business Development Representative
        • Account Executive
        • Realtor Relationship Manager
      • Hubspot | Onboarding BDR
      • Mermaid Test
      • Real Estate Agent Fact Sheet
      • Video Test
  • 10–19 Company
    • 11 Roles
      • 11.01 Executive Assistant
      • 11.02 BDR - Realtor
    • 12 Stack
      • 12.00 [To Do]
      • 12.01 Hubspot
      • 12.02 Google Workspace
      • 12.03 OpenPhone
        • Accessing OpenPhone
    • 13 Athena
      • 13.01 Leads
      • 13.02 Lead Profile
    • 14 Hermes
      • 14.01 Daily Lead Bot
      • 14.03 Lending Monthly Reports
      • 14.07 Consolidated Financial Reporting
      • 14.08 Daily Lending Pulse
      • 14.09 Tool | Attio | Create or Update Lead Record
    • 15 Demeter
    • 16 Hephaestus
      • 16.01 Hard Money Lead Filters
    • 17 Plutus
    • 19-Processing Layer
      • Jobs
        • 19.01 Update Lead Sales Ledger
  • 20–29 Playbooks
    • 24 Sales Playbooks
      • 24.01 BDR Playbooks Overview
      • 24.02 BDR Lead Generation
      • 24.03 BDR Lead Qualification
      • 24.04 BDR Client Engagement
      • 24.05 BDR Handoff to Account Executive
      • 24.06 BDR Performance Tracking and Optimization
      • 24.07 BDR FAQs and Troubleshooting
    • 27 Operations Playbooks
      • 27.01 Handling Physical Mail
        • Accessing the Mail Scanning Service
        • Processing Checks
        • Handling Government Letters
        • Handling General Correspondence
  • 30–39 Legal
    • 31 Corporate
      • 31.01 Structure Chart
Powered by GitBook
On this page
  1. 10–19 Company

19-Processing Layer

Jobs
Previous17 PlutusNextJobs

Last updated 4 months ago