How To Submit a Deal Ticket in Zoho Desk — Pretty Boi Legacy Intake Standard

How To Submit a Deal Ticket in Zoho Desk — Pretty Boi Legacy Intake Standard

Welcome to the Pretty Boi Deal Intake Standard
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Purpose of This Ticket Form

Every deal must enter the system the same way.
Your goal is to give Zoho Desk, ZIA, Eliana AI, and your entire Pretty Boi team the same structured inputs, so every asset can be analyzed, evaluated, and packaged without confusion.

This form captures the who, the what, the why, and the structure behind each opportunity.

The more accurate the details, the faster the Deal Room can produce:

The Offer Memo

The NOI Story

The Capital Stack

The Seller Payoff

The Broker Scripts

The Lender Positioning

SECTION ONE — Ticket Information
Property Address

Enter the full legal property address.
This tells ZIA where the asset is located, pulls tax data, and helps the underwriting engine recognize zoning and property class.

Contact Name

List the primary human you are speaking with.
This may be an agent, a broker, or a wholesaler.

Agent / Broker / Wholesaler Relationship Status

Choose whether this is a new relationship, a warm conversation, or someone who has brought deals before.
Relationship tells us how we speak to them, how aggressive we negotiate, and how much hand-holding they need.

Time Sensitivity

Explain whether the seller or broker needs a fast answer.
This sets the priority for the Deal Room.

Documents Needed

Choose what the team still needs: a rent roll, a trailing income report, an offering memorandum, photographs, or a purchase agreement.
This tells ZIA which templates to request.

Seller Motivation

Explain what the seller cares about:

Speed

Certainty

Liquidity

Debt relief

Privacy
This shapes the structure and the conversation.

NOI Story Required

Choose yes or no.
Select yes when the property needs a narrative to justify income, hospitality operations, or premium valuation.

Deal Barriers

List anything that may cause friction:

Tenant issues

Deferred repairs

Title problems

High taxes

Pending foreclosure
This prepares the structure before it becomes a problem.

Email

Enter the contact’s email for follow-ups and for Eliana to send the Certainty Kit.

Offer Strategy Selected

Choose the structure being used:

Eighty five percent offer

Forty five percent recorded price

Twenty four percent lender position

Subject to

Hybrid
This determines the capital stack rules.

Preferred Contact Method

Choose text, email, or phone so the follow-up comes in the right tone.

SECTION TWO — Deal Inputs
Eighty Five Percent Entry Cap

This is your offer point.
You always begin at eighty five percent of the full market value.

Number of Units

Enter how many units are inside the property.
This tells underwriting the income potential.

Asset Class

Select whether this is single family, multifamily, an estate, a hotel, a mobile home park, or another category.
Different classes follow different premium rules.

Utilities

Note what the owner pays and what the tenants pay.
This changes the expense ratio.

Full Market Value

Enter the market’s price for the asset.
This anchors the eighty five percent offer and the forty five percent recorded price.

Annual Gross Income

Enter all the money the property brings in before expenses.
This is the foundation of your income story.

Asking Price

Enter whatever the seller or agent is requesting.
This helps us understand their expectations.

Net Income

Enter the income after expenses.
This produces the cap rate and lender yield.

Category Class

Choose whether this is Class A, Class B, Class C, or distressed.
Class affects premium value and risk.

Premium Percentage

Choose the premium percentage based on the asset class:
Estate properties receive the highest premium.
Multifamily receives a moderate premium.
Mobile home parks receive a small premium.
This matches the Pretty Boi premium rule sheet.

Premium Value

Multiply the full market value by the premium percentage.
This helps justify the income story for lenders.

SECTION THREE — Ticket Summary
Subject

Write a short headline describing the deal.
Example: “Forty unit multifamily opportunity in Texas.”

Description

Explain the deal in plain words:
What you know, what you need, and what you want the Deal Room to do next.

SECTION FOUR — Capital Stack Section
Product Name

Always select “Pretty Boi Capital Stack.”

Capital Stack Overview

This is where ZIA places the internal math.

Full Market Value Two

This is the internal underwriting value, not the broker value.
It is based on your cap rate expectations.

Closing Cost

Enter the estimated closing cost.

Lender Reserves

Enter the twenty four percent lender amount.

Branded Vehicles

Estate deals always include two or three branded vehicles.

Hospitality Staff

Estate deals include the entire year of white glove staffing.

Operations Reserves

Enter the reserve for management and operations.

Kayan Trust One

Enter one percent of the offer price.

Legacy Internal — Department: Pretty Boi Legacy Group

This ensures the ticket reaches the correct internal team.

Additional Information

Add any notes the Deal Room should know.

Priority

Choose low, medium, or high based on urgency.

Classifications

Choose the asset tags that describe the deal.