Portal-to-Points Process Flow

End-to-end workflow from agent intake through project completion and points payment

Standard step
System / automated
Decision gate
Payment event
Phase A — Intake & qualification
Agent
ADG System
Phase B — Scoping & proposal
ADG Team
Homeowner
Phase C — Execution
ADG Team
ADG System
Phase D — Payment & close-out
Closing
Agent
ADG System
Deposit structure
Tier 1No deposit required
Tiers 2–450% of contract
Minimum project$2,500
SLA targets
Intake → site walk2 business days
Proposal turnaround24 hrs after walk
T1 / T2 / T3 / T43–5d / 5–10d / 2–4wk / 4–8wk
Payment controls
Primary paymentAt closing table
Fallback trigger120 days, no closing
Points rate$1,000 = 1 point
Typical project timeline (Tier 2 example)
D0
Intake submitted
Agent submits
D2
Site walk
PM inspects
D3
Proposal sent
Fixed price + contract
D5
Deposit + start
Work begins
D12
Work complete
Walkthrough + sign-off
D??
Closing day
Balance + points paid