Wholesaling deal pipeline stages, from lead to assignment
The six stages a wholesale deal moves through, what has to be true to advance each one, and the dates and numbers to track so no contract slips.
Guides for people who run deals
Plain, specific writing on pipelines, offers, follow-up, seller financing and paperwork for real estate investors, wholesalers and agents. No fluff, and the math is shown.
How to calculate MAO with the 70% rule, with a worked example
The 70% rule formula for maximum allowable offer, a step-by-step worked example, when to change the percentage, and the mistakes that sink wholesale offers.
What to look for in e-signature for real estate deals
A practical checklist for choosing e-signature for real estate: signer identity checks, signing order, audit trails, reminders, deadlines and where signed files live.
How to organize follow-up so real estate leads do not go cold
A simple follow-up system for real estate leads: one owner and one next step per lead, email sequences that stop on reply, tasks with due dates, and a weekly review.
Spreadsheet vs CRM for a small real estate business: when to switch
An honest look at running a small real estate business on spreadsheets: what works, the five signs you have outgrown it, and how to move without losing data.
Tracking seller-financed deals from offer to serviced note
How to track a seller-financed deal at each step: the offer, the note terms, closing, and the handoff to loan servicing, with the fields worth recording on the way.
What a CRM for real estate investors actually needs to do
A practical checklist for choosing a CRM as a real estate investor: deal-centered records, underwriting numbers, deadlines, follow-up, paperwork and fair pricing.
Running clients and investments side by side as an agent who invests
How licensed agents who also invest can keep client work and their own deals separate but connected: two lanes, one contact list, and clear disclosure habits.
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