A CRM for real estate wholesalers
Lock it up, assign it, get paid. Deal Harbor tracks the buying side and the dispo side of every wholesale deal, with the option deadline on the card so nothing expires by surprise.
Who it is for
For wholesalers who put properties under contract and assign them to cash buyers, whether you do a few deals a year or run an acquisitions and dispo team. If deadlines live in a spreadsheet column today, this is for you.
New to structuring the process? Read wholesaling deal pipeline stages, and check your next offer with the free wholesale MAO calculator.
The jobs it does
- Run acquisitions and dispo in one pipeline
- The Wholesale Pipeline runs New Seller Leads, Offer Made, Under Contract, In Dispo, Assigned and Closed, so each contract shows which side of the deal it is on.
- Never miss an option deadline
- Contract price, assignment fee, earnest money and option deadline are fields on every deal, ready to filter, sort and report on.
- Work out an offer from the numbers
- The Deal Analyzer on each deal turns ARV, repairs, a rule percentage and your fee into a maximum allowable offer and a full flip projection, then saves the result to the deal.
- Follow up on schedule
- Tasks carry an owner and a due date, with a daily notice when they come due. On Starter and above, email sequences mix emails, waits and call tasks, and can stop when a contact replies.
- Get paperwork signed without leaving the deal
- Harbor Sign is built in, with signing order, access codes or emailed one-time codes, reminders, deadlines, templates and a hash-chained audit trail. Signed files stay on the deal.
- Hand off cleanly inside a team
- On Starter and above, workflows can rotate new leads to the next owner, create tasks when a deal changes stage, and update fields automatically.
Matching template pack
Wholesale Real Estate
The six-stage Wholesale Pipeline plus contract price, assignment fee, earnest money (EMD) and option deadline on every deal.
Set up Deal Harbor for wholesalers
Pick the Wholesale Real Estate template and put a live deal through it. Every new workspace starts with a 30-day free trial of the Starter plan, no card required.
Common questions
What pipeline stages does the wholesale template use?
New Seller Leads, Offer Made, Under Contract, In Dispo, Assigned and Closed. You can rename stages or add your own.
Can Deal Harbor calculate my maximum allowable offer?
Yes. The Deal Analyzer on each deal applies the 70% rule, or any percentage you set, to ARV and repairs, subtracts your assignment fee, and saves the result to the deal.
Can I send assignment paperwork for e-signature?
Yes. Harbor Sign is built in. Upload your document, place fields for each signer, set the signing order, and the signed copy and audit trail stay on the deal.
Related reading
- Wholesaling Pipeline Stages: From Seller Lead to AssignmentThe 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.
- Wholesale MAO Calculator: 70% Rule Maximum Allowable OfferFree 70% rule calculator for wholesalers. Enter ARV, repairs and your assignment fee to get your maximum allowable offer and the end buyer's price.
- How to Calculate MAO With the 70% Rule (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.
- Deal Harbor pricingEvery plan, from the free tier up, and what each one includes.