PIERS Architecture
The follwing will provide more information about the system are provide an understanding as to how things are connected.
The Structure (How the Modules Interact)
The Projects Module
All properties in PIERS are attached to projects, whether it by one property per project or many propertied per project. The projects module provides the location and specifc inmformation about the project. It could be and infill estate or a block split or a block of apartments.
The information entered in projects and properties are used in the Propetry Investment Analysis reports.
The CRM Module
At the heart of PIERS is the CRM allowing users to;
Add and update client details;
Name
Address, City and State
Contact details
Jobs details including salary and related party, birthday, etc.,
Track your clients progress with PIERS' PIAA compliant enagement process;
As follows:
START: Qualified Referral
GOALS and CURRENT SITUATION:
Issue Fact Find
Fact Find Returned
PLAN and OPTIMISATION
Property forecast and cash flows prepared
Client meeting and client grees to proceed.
Agency agreement issued
Code of Conduct issued
Agreements returned
Advice Fee Payment
IMPELMENTATION
Property search active
Property choices provided
Property selections modelled
Property advice plan provided
Documents provided
Update your clients progress by dragging the client card through the stages of the process. Each step is logged on the client card where yoiiu can add notes and send messages to the client form with in the client dashboard.
Add documents to each client record and keep the client documentation in one place for easy document management.
Colour coding on the client Dashboard helps you see at a glance what tasks are due or over due.
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