Triumph Asset Management

Offer Instructions
I. Gather Information
1. Go to www.zillow.com
2. Search for address
3. Select “Contact Agent”
4. Populate name of Listing Agent in Column “F”
5. Populate the listing agent phone number from Zillow in Column “G”
6. Call listing agent and ask for email address to send offer using script in Step 7
7. “Hello. We would like to submit an offer for “Address” Please provide me the email address to
send our offer to.”
8. Populate Listing Agent email address in Column “H”

II. Prepare Offer Contract

1. Populate “Purchase Price” from Column “E” as Purchase Price in number 2 of contract.

2. Populate “Property Address” from Columns “A-D” as Property in number 3 of contract

3. Populate number 4 from contract “Conveyance/Closing/ Possession” . Date is the day you send the
contract plus 60 days. (For example, If you are sending the contract on December 1, 2020 then the
Conveyance/Closing Possession” date is February 1, 2021)

4. Save document. Name document with this format “State, Address, City, State, Zip” (For example
“South Carolina 403 Keels Ave Rock Hill SC 29730”

III. Logging into Company Email

1. Go to www.google.com
2. Select Gmail
3. Add account
 4. Email address “offers@triumphassetmanagement.net”
5. Password “Cash4house$”

IV. Send Offer to Listing Agent

1. Compose new email from offers@triumphassetmanagement.net
2. Begin each email with “Please see the attached offer for your property listing”
3. Attach correct contract for the property you are working
4. Send to email address for Listing Agent from Column “H”
5. Subject of email should be “Offer- address, city, state, zip”
6. Update spreadsheet Column “I” with “Y” if offer sent or “N” if contract not sent
7. Save updates to spreadsheet
8. Email completed spreadsheet daily to “chase@triumphassetmanagement.net”