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(732) 200-7480

(732) 200-7480

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Welcome to your Boarding & Setup!

Our goal... Turbocharging your real estate hustle, making it as agile and limitless as you need it to be. →  We're here to boost 🚀 your revenue, smooth out document flows, and sync up transactions with style, ensuring your business game is seamless, efficient, and on-point. 


 Let's redefine how you play the game of real estate! 


Corp

BOARDING GUIDE

Download PDF

YOUR BACK OFFICE

Your business entity is the foundation of your professional presence. Let's ensure it's solid. Our Recommendation for an LLC registration co is The Law Depot. They are cheap, quick and efficient. You can also get a business address here.

  • Logo, Co Email, Co Phone, Co Address & CO Website are very important for your CRM to keep consistency throughout and remain customized to your company's specifics. Example is your emails. By making sure the Co Logo is there, your emails will always come out with your company's logo.

YOUR CORP INFO

You took care of most of this information back when you first boarded. For whatever you haven't, feel free to add in.

YOUR PODIO PROFILE

Let's kick things off right! 


 Your profile is more than just details; it's the heartbeat of your business identity. Make every piece of information shine. ✨


  • Your Podio profile is crucial. Include your direct business line and email. (not your general Company Phone #) 
    • No direct line yet? No worries! Follow the steps we've laid out, then circle back here. 📞


  • Time for your close-up! Upload a professional snap of yourself. Giving your name a face not only adds a personal vibe but also forges trust. 📸


  • Your title? Make it CEO. Own it. 🏆


  • → Note, Make sure you get a FREE Podio account, as your subscription costs includes your membership.

Your Corporation

Your business entity isn't just paperwork; it's the core of your professional vibe. Let's beef it up to match your ambitions. 🚀


  • Credibility is Essential. Never underestimate  the impact of a legit business address and a dedicated company phone number.☎️  They're your first steps towards looking and feeling like the real deal. 


  • If you're not quite ready to establish an LLC, consider operating under a 'Doing Business As' (DBA) name for the time being. It's a practical, immediate solution that allows you to start building your brand identity right away.  Once you secure your first deal, this DBA name can become your official LLC name.


→ We use  LAW DEPOT They're affordable and efficient.


  • Have an LLC already? Then you already know the importance of keeping this side of your business in order. Your CO DOCS APP can help you manage them and implement them into your deals and strategies along the way. 🏢


YOUR CORP EMAIL & URL

Your online presence speaks volumes. Ensure it's speaking the language of professionalism. It's not just about sending emails; it's about opening doors to new opportunities with the polish of a pro.


  • In the digital arena of real estate, your corporate email and website are your digital handshake and storefront. 🌐


  •  With a slick, professional email address, every message you send out carries your brand's signature, making every communication an opportunity to impress and build trust


  • Your website, is your 24/7 billboard. It's where your digital presence comes alive, showcasing your listings, successes, and what makes you the go-to guru in real estate. 


  • Luckly, in Today's digital landscape, building your real estate website has never been easier, thanks to a plethora of DIY website builders. These tools empower you to craft your online presence with just a few clicks, no coding required. 


→ Our recommendation for domain and email services is REIShop.io

YOUR CORP V-ADDRESS

Securing a corporate (virtual) address puts your business on the map, literally, without the need for a physical office. 


  • → It's about giving your real estate venture a prestigious facade, enhancing your brand's credibility, and ensuring you make a professional impression from the get-go. 🏢


  • A virtual address opens doors to new markets and opportunities, all while keeping your overhead low. 


Check out I-POSTAL 1 for virtual business address solutions.

YOUR LOGO & CARDS

Crafting a standout logo and distributing sleek business cards are key moves in branding your real estate empire. 


  • These elements are not just pieces of your marketing puzzle; they're the face of your brand, carrying your identity and ethos into every introduction and handshake. 


  • A memorable logo and professional business cards leave a lasting impression, setting the stage for relationships built on trust and sophistication. 


→ Don't have a logo or a card yet? No worries. Save some money and try one of our FREE LOGO TEMPLATES

Your core team—comprising acquisitions, dispositions, lead generation manager, and office/transaction coordinator—is the powerhouse behind your real estate operations. 


Each member plays a pivotal role. Acquisitions scout and secure the deals, dispositions ensure profitable exits, the lead gen manager fuels the pipeline with prospects, and the office/transaction coordinator keeps the gears turning smoothly. 


ACQUISITIONS MANAGER

This will be the member of your team in charge of locating, pricing and putting properties UNDER CONTRACT. 


  • In the beginning, this will be you.; among many other roles. 😌  
  • Their role is to analyze market trends, negotiate deals, and foster relationships, ensuring a steady deal flow.


DISPOSITIONS MANAGER

This will be the member of your team in charge of m efficiently selling or disposing of properties after acquisition. 


  • They are adept at marketing properties, setting the right prices, and identifying potential buyers or investors. 
  • Their primary goal is to ensure that each property is sold swiftly and profitably, aligning with the company's goals.
  • Best if this person work In Person and near your location.

LEAD GENERATION MANAGER

This will be the member of your team in charge of analyzing market trends to target sellers & buyers effectively & using CRM tools to track and manage leads efficiently.


  •  The Lead Generation Manager's ability to consistently supply high-quality leads is fundamental to the business's growth, ensuring steady of deal flow..
  • The manage, nurture and market new and existing leads in your pipeline or Bulk Lists
  • Can be a Virtual Worker or work remotely. 

OFFICE & TRANSACTION COORDINATOR

This will be the member of your team in charge of ensuring that every operation runs smoothly and efficiently. 


  • They manage administrative tasks, coordinate transactions, & maintain  records of all deals from initiation to closing. 
  • Their keen attention to detail and organizational prowess guarantee that contracts are properly executed, deadlines are met,
  • Can be a Virtual Worker or work remotely. 



TITLE AGENT / CO

The role of a title agent is indispensable. First one in this list of services. Serving as the linchpin of the transaction process, they ensure the smooth handling of closings, meticulous title searching and clearing & securing of escrow funds. 


  • Their expertise is crucial in safeguarding transactions, guaranteeing that properties are legally unencumbered of liens & that payments are promptly disbursed. 


  • If you need a title co in your state, Try our Nationwide List of investor friendly title co's. (this list is also available in our employee network in your CRM )

ATTORNEY

While their services might not be a statutory requirement in all regions, having a knowledgeable attorney by your side can significantly mitigate risks, safeguard your investments.


  •  They provide you with the confidence to make informed decisions in your real estate endeavors. 


  • They can also facilitate closings by working closely with the title companies on your behalf

BOOTS ON THE GROUND

The "Boots on the Ground" team member plays a critical and dynamic role within our real estate wholesaling operation. 


  • This individual is our eyes and ears in the field, tasked with the vital job of physically inspecting properties, capturing detailed photographs, and providing comprehensive reports back to the Acquisitions Manager. 


  • Equipped with the reliable WALKTHROUGH APP,  this team member bridges the gap between remote operations and physical property analysis. Their ability to swiftly visit sites, document conditions, and relay actionable insights enables our team to engage in "Remote Wholesaling," expanding our reach and capabilities without being physically present. 


REALTOR

Realtors bring to the table their extensive understanding. Their wide network of contacts, including potential buyers and industry professionals, can significantly broaden your reach and exposure. 


  • While not an essential part of every wholesaling deal, partnering with a realtor can offer enhanced market insight, facilitate smoother transactions, and potentially expedite the sale process.

LEADS SERVICE

A good lead service can make a significant difference in the trajectory of your business. 


  • A superior lead service provides a steady stream of well-researched, relevant leads, enabling you to focus on nurturing relationships and closing deals rather than on the initial hunt for prospects.


  •  Needless to say, Wholesale Discord is always ready to give you the best seller & cash buyers leads available the USA .

HARD MONEY LENDER

A HML can be a strategic ally, offering swift and flexible financing solutions for your and/or your end buyers investments. 


  • They provide the capital you need to seize opportunities promptly, ensuring that you can renovate, flip, or hold properties according to your strategy. 


  • Our go to Hard Money Lender is Arkad Capital

CONTRACtOR / SITE iNSPECTOR

Contractors enable wholesalers to make informed decisions about property investments. 


  • Their bids are not just numbers; they are a reflection of careful assessment & a commitment to quality workmanship, which is essential for the wholesaler to evaluate the viability and profitability of each project.

MENTOR/ COACH

A mentor brings a wealth of experience, offering insights that can help you navigate challenges, refine your strategies, and accelerate your growth in the industry. 


  • They serve as a sounding board for your ideas, provide constructive feedback, and help you avoid common pitfalls, leveraging their own successes and lessons learned to propel you forward. 


  • Our FAST TRACK PROGRAM stands out as an excellent option 😎

VIRTUAL MARKETING

These skilled professionals craft and execute strategic social media campaigns that significantly enhance your visibility and engagement with potential clients and investors.


  •  They understand the nuances of different platforms and leverage this knowledge to showcase your properties, share success stories, and build a community around your brand.

Now, let's bring it all together


➡ As you team grows, instruct them to simply come back and add themselves to the boarding app.


It's time to bring your vision to life. Press CREATE YOUR TEAM ► and watch as your dream team comes together, ready to take on the world of real estate wholesaling. 


Your newly  team will now appear right under this button

You will be prompted to check out your new team on TEAM APP

Key Takeaways 🎯

Let's review what we have learned!

In the beginning stages of your real estate wholesaling journey, you'll find yourself wearing many hats. From acquisitions to dispositions, marketing to office management, you'll navigate through each role, learning the intricacies of the business from the ground up. This initial phase, while demanding, is a golden opportunity to deeply understand every facet of your operation. It's a hands-on learning experience that prepares you for growth, teaching you not just how to manage tasks, but how to lead and innovate.


As your journey progresses, fueled by the insights and functionalities offered by the Boarding and Team App, the landscape of your business begins to transform. What starts as a solo venture or a small team effort gradually expands. More LLCs come into play, each representing new ventures, new markets, and new opportunities. With expansion comes the need for more team members - each specialist brought on board frees you to focus more on strategy and less on day-to-day tasks. The addition of new bank accounts mirrors the increasing complexity and scale of your transactions, a tangible measure of your growing success.


Perhaps the most significant growth is observed in profits. As your understanding deepens and your team strengthens, your ability to spot and capitalize on opportunities improves. The profits that follow are not just a testament to your hard work but a reflection of a well-oiled machine that you've built and fine-tuned.


Yet, amidst this growth, the essence of learning by doing remains invaluable. Having been in the trenches, understanding the nuances of acquisitions, mastering the art of property disposition, crafting compelling marketing strategies, and keeping the administrative wheels turning, you gain an unparalleled depth of knowledge. This experience becomes the bedrock of your leadership, enabling you to guide your expanding team with insight, empathy, and a clear vision.


The journey from a one-person show to a thriving real estate wholesaling business is both challenging and exhilarating. It's a path marked by continuous learning, adaptation, and growth. And as you scale new heights, the Boarding and Team App stands as a testament to where you started and how far you've come. It reminds you that in the dynamic world of real estate, the best foundation is built on a diversity of experiences, the willingness to embrace every role, and the drive to push beyond boundaries.


So, as you embark on this adventure, remember that every role you play, every challenge you overcome, and every milestone you reach is a step toward a future where your business isn't just growing in size but in capability, impact, and success.


As you navigate the initial stages of setting up your real estate operation within our Boarding App, adding team members and assigning roles is a crucial step that sets the stage for your collective success. Each team member you onboard is not just filling a position; they're joining a mission, ready to contribute their unique skills and perspectives to your venture. Here’s where the magic of our Boarding App really shines—empowering every new addition with clarity and direction from day one.


Streamlined Onboarding and Role Clarity:

When you assign a role to a team member within the Boarding App, they receive more than just a title. They're immediately provided with a comprehensive set of instructions tailored to their specific responsibilities. This isn't a one-size-fits-all approach; it's a personalized blueprint that outlines what’s expected of them, ensuring they understand their role in the broader mission of your business.


Empowering Team Members for Success:


  • Clear Expectations: Right from the start, your team members are equipped with a clear understanding of their duties, objectives, and the impact of their work. This clarity eliminates guesswork and sets a solid foundation for accountability and excellence.
  • Targeted Training: Alongside role-specific instructions, the Boarding App can guide team members to relevant training materials or resources. Whether it’s mastering the 'Deals' app, navigating seller negotiations, or managing the 'Dispo' process, each team member has access to the knowledge they need to hit the ground running.
  • Seamless Integration: As each team member is woven into the fabric of your operation, the Boarding App ensures their seamless integration into the team. With clear instructions and expectations, new hires can quickly become valuable contributors, aligned with your company’s goals and culture.
  • Feedback Loop: The journey doesn’t end with initial instructions. The Boarding App facilitates an ongoing dialogue, allowing team members to ask questions, seek clarification, and provide feedback. This dynamic exchange fosters a culture of continuous improvement and collective growth.


In essence, the Boarding App is more than just a tool for adding team members; it's a launchpad for empowering them with the knowledge, clarity, and confidence needed to excel in their roles. By providing tailored instructions and expectations, you're not just building a team—you're nurturing a powerhouse of informed, engaged, and motivated individuals ready to propel your real estate business to new heights.


Whether it's a realtor looking to earn a small fee, another wholesaler seeking mutual growth opportunities, or an eager learner aiming to absorb the ins and outs of real estate from an experienced mentor, this position is adaptable. The key is finding someone with the right mix of local knowledge, reliability, and a keen eye for detail.


The flexibility of the "Boots on the Ground" role is a significant enabler for remote wholesaling. It allows you to extend your reach into markets beyond your immediate geographical area with confidence. Having a trusted individual on-site to assess properties and engage with local stakeholders effectively eliminates the distance barrier, making it possible to manage and close deals from anywhere.


This arrangement not only diversifies your investment portfolio but also mitigates the risks associated with remote transactions. It ensures that you have reliable, firsthand information on potential investments, making your decision-making process as informed as if you were there in person.


Their on-site presence offers invaluable insights that can dramatically influence the decision-making process, highlighting the nuanced dynamics that can't be captured through pictures or descriptions alone.


Direct Insights and Rapid Response:The primary value of having a "Boots on the Ground" person is their ability to provide immediate, direct insights into a property's condition, neighborhood dynamics, and potential unseen challenges. This real-time information allows for a rapid response, whether it's moving forward with an offer or identifying critical issues that necessitate a renegotiation or withdrawal.


Their presence in the field also enhances your business's credibility. It signals to sellers, buyers, and local professionals that you're serious and committed, fostering relationships that are based on trust and personal interaction. These local networks can be invaluable, opening doors to off-market deals, trusted contractors, and potential partners.


Equipped with the Walkthrough App, the "Boots on the Ground" team member can create detailed, customized reports that go beyond standard checklists. They can capture nuances and potential that a property holds, offering a perspective that resonates with investors and end buyers. This tailored approach ensures that decisions are informed by both the numbers and the potential seen on the ground.


For investors looking to expand their reach beyond their immediate locale, a reliable "Boots on the Ground" person is the key to unlocking the potential of REMOTE WHOLESALING. They make it possible to venture into new markets with confidence, knowing that someone with a vested interest in your success is representing your business interests.


Ultimately, the "Boots on the Ground" person is a catalyst for growth. They enable scalability by allowing you to handle multiple properties in diverse locations efficiently. Their work ensures that your investment decisions are based on comprehensive, accurate, and current information, minimizing risks and maximizing opportunities for profit.


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WholesaleDiscord.com

107 Park Avenue, Plainfield, New Jersey 07060, United States

(732) 200-7480 / info@wholesalediscord.com

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