THE SET UP

Set up your view by DEALS IN PIPELINE and you will be able to see your entire pipeline in this horizontal layout. it'll help you always be in tune with all your deals

THE BASICS

Make sure your Core Team is updated properly. If you don't have any team members just yet, now worries, leave this section empty so you don't get their emails and notifications.

Add CO LOGO is there. Will feed from Corp App (during boarding).
Add Acquisitions Manager & VA Caller / Leads Manager .
Make sure your CORP and the the contact information is accurate
- 🚨 REMINDER: If you are actively working with one of our Wholesale Discord VA Callers, you WILL NOT have to pay for their membership into your CRM. Their membership into your team is FREE.
Your Seller will receive a welcome Email and SMS

SELLERS INFO

Your SELLERS app displays its relation with DEAL in this format. Basically, tells you everything you need to know about this seller at a quick glance.

Make sure this field is always filled as it is how your CRM will identify and automatica functions towards any given chosen seller. Leave black only if you do not have the sellers information for some reason.

MORE SELLERS?

You can have up to 5 sellers, but we strongly recommend you deal with the SIGNOR or EXECUTOR only. Trust us, you DO NOT want to deal with 5 sellers and 1 property 😓 but if you have to, you are equipped.

Select how many more sellers you would like to add.
You will see the newly added seller fields appear. If not, hit refresh.
Complete their individual contact information.

GET DATA & VALUES

Time to have some fun! This section will allow you to pull current information about the DEAL with the click of a button.

Click on [GET DATA & VALUES }
- You will begin to see the sections below populating and your comments section will update you on its process.
- Property Info will appear. If you'd like to see raw data on this search, click on it and travel to the PROPERTY INFO APP
- So.. Click Away 👨🏻‍💻

PROPERTY DETAILS

You will receive detailed information regarding the land, size and legal description, as well as interior and exterior details about the property and the land it sits on.

You will also get bed, bath counts.
Basement and Garage Validations
Heat & Cool

COMPARABLES

This section will give you the five best possible comparables for this deal. They have all closed recently and are within proximity of the subject property. Below, you will find clickable links to the respective Zillow comps. Lastly, you will see clickable maps that will take you to a Google view of the property. This will help solidify your pricing reasoning in the next step.

You will get the current and last sold values.
You will also have the last closing date for such comparable
Clickable Maps will appear. 🗺️

PAST LISTINGS FOR COMPS

Clickable Zillow listings will show up for pictures and other relevant info.

No need to search around in multiple websites. It's all here.

TAXES, DISTRESS & LIVINGS SCORES

Last 3 years of Tax Info. This could shed a light on the costs associated with this deal.
You can also see if the property is in foreclosure, REO (bank owed) status or even Auction. Or perhaps if the seller has listed on FSBO. All useful data

CONFIRM A COUPLE THINGS

A lot of this information should've come to you from Sellers app. Specifically from the script section.

Condition and Sqft: most important items to confirm. By doing so, in the next step, your renovations budget will be able to calculate itself.
Occupancy: the deal could change completely dependent on this property, being occupied or vacant
County: This will help your offer be more professional at a later point
# of Units and Stories: important, but not crucial
Flood Zone: Sse the links above to search for tax records.
MLS Realtor: It is important to know if the property has already been unsuccessfully marketing.

SUGGESTED VALUES

We bring these valuations to you from multiple sources, including the MLS, Zillow, prop stream, and rentals databases. We have also relied on geographical data gather from sources across the nation. this information it's not always perfect, but is certainly reliable

Realtor Value: it is a combination of listed and sold comps, as well as pocket listings.
Zillow: This data comes directly from the largest real estate database in the US.
Propestream: We also engage data from Propstream and a s BACKUP source
Suggested Value: This is the value that our CRM believes this property is worth and it's current condition.

SUGGESTED PRICING

After Repair Value: This is what the CRM believes this property can resell for.
Rehab: This is what we believe will cost to renovate this property
Wholesale Fee: This is what we believe the wholesale fee should be. This is based on geographical data and varies between 5 to 10%.
Suggested Offer: this is what the CRM believes you should be offering on this deal.

YOUR FINAL VALUES

These figures are for you to input manually. By now, you should have a pretty strong sense of where you wanna end up with this deal. Reference back to our suggested pricing and make a final decision.

Final ARV
Final Rehab
Final Wholesale Fee
Additional Liens

SUGGESTED MAO

RISK BAR: Drag this bar from left to right and the maximum allowable offer below will change. Try to keep your deal under 75%.
MAO: Max Allowable Offer - this is the most you should offer

PROFITS SUMMARY

This section will give you a breakdown of the profitability of your deal. Additionally, eluding include a rehab, gross profit and breakeven for your end buyer... or maybe for yourself!

FUNDING

These models are calculated based on an avg rate of 9.99%. For more information on these loans, contact our in house

HARD MONEY LENDER - ARKAD CAPITAL

HM Downpayment Req: Three scenarios in which most potential borrowers fall under. As you select a different percentage, the loan amount and down payment requirements, as well as amount payments will change.
TIme & Cost: this refers to the amount of capital required to carry this deal for the predetermine set of months indicated above the cost. As time goes on your financing cost will increase.
Profit Margin: consequently, your profit margins will decrease

This feature allows you to have a detailed conversation about the potential funding structure. This deal will require if your buyer is going to be financing.

BRRRR

Dissection explorers, what a BRRRR scenario would look like.

Downpayment Needed: this would be the amount of needed the deal in order to get the remaining financing. Generally in the scenarios you're looking at a 20% down payment.
Monthly Psyments
Refi-Cash Out: this would be the net amount left after you have refinanced and pay back your initial loan.
Casshflow: is the amount of money left every month after the mortgage, interest taxes, insurance are paid.

SET UP YOUR OFFER

Closing Date: Select a date that makes sense. Generally, 30 to 45 days in the future. This is also something that you should have talked to the seller while on SELLERS APP. By getting a sense of how much time the seller needs to move, your offer will make more sense to him/her.
Type of Contract: We offer you 4 types of contracts and an LOI (letter of intent)

Residential Purchase Contract with Assignment + Other Exits
Land Purchase Contract
Subject To Contract
Seller Financing Contract

TIP LOI - Letter of Intent. Use if you feel

an offer might be too strong for this particular seller.

3. Title Co: Hopefully by now you have one but if you don't, just use the company name you will give it when officially registering one. If you want to open one up, try The Law Depot

If you have one, simply fill in the information and save. You will be able to use this company name on every purchase contract you make. If it ever changes, simply follow the steps before and use the new LLC.

GENERATE A PREFILLED OFFER

Click [Generate a PREFILLED Offer in Offers Out App ▶]
A new item / offer will be created in your OFFERS OUT APP. You will see it pop up under this button as (OFFER).

GO TO YOUR OFFER

Click on it & travel to OFFERS OUT APP ⏎

YOUR POF

TIP 💡 All your offers (except for seller financing) come with a POF (proof of funds) from our partners at ARKAD CAPITAL at no cost to you. When and if you need a Hard Money Lender, keep them in mind for your deals or your end buyers.

ON YOUR CRM, YOU WOULD BE TRAVELING TO THE OFFERS OUT APP

TO OFFERS OUT →

BOOTS ON THE GROUND

From here you can accomplish a couple things. You can schedule a walk-through with the seller via SMS with a simple Y or N response structure. You can notify your inspector, Contractor, boots on the ground, delegate about this event, and ultimately evaluate and report the cost of construction or rehab for this project.

PICK DATE / TIME: Make sure its a reasonable time. Afternoons always work best, If owner occupied.
PICK A BOOTS ON THE GROUND: Contractor, partner, buyer, realtor, financier, the list goes on. This person is your Boots on the ground person. He/She will walj the property, take pictures, make comments and send all this information back to you. The APP will calculate rehabs costs for you and make you aware of major issues if found.

SCHEDULE W SELLER & BOG

You can send the seller an SMS asking for availability for you and an inspector to come by. If the seller agrees, he simply has to reply Y or N. If he agrees, invite the boots on the ground affiliate on the next step

SCHEDULE W TEAM

Similar to the previous step, here you can schedule something with the person whose meeting you at the property or going on your behalf

CREATE A WALKTHROUGH

Assuming they have both agreed, Click [ Set Up Walkthrough]

A newly created item will show up below. Click on it and travel to WALKTHROUGH APP ⏎

ON YOUR CRM, YOU WOULD BE TRAVELING TO THE WALKTHROUGH APP

TO WALKTHROUGH →

JV or REFERRALS

TAKING FROM / GIVING TO: is this a potential deal you're given to someone to work on or take them from someone to work on. In other words, are you expecting a fee or are you paying out a fee?
JV or OF REF PARTNER NAME: Add your JV partners Name

TO JOINT VENTURES→

PROFIT SPLIT

PICK YOUR SPLIT: You can select the profit split you're offering to give or take based on how much work you have done.

The following is a basic model for knowing how much of a split to request, based on the amount of work involved

10% If i just bring a referral, name, address, phone number
20% If I have made contact with the seller.
25% If I have made contact with the seller, and done some basic due diligence.
33% If I have made contact with the seller, and done some basic due diligence and gotten a verbal offer in.
50% If I have made contact with the seller, and done some basic due diligence and gotten a written offer accepted and just need help w Dispo, .

CREATE

CREATE: Create a new item in JV APP with prefilled data for ease of use.
GO TO JV: Click on it and travel to JV APP APP ⏎Note, Get a podio for free, as your fee to us covers your membership.

ON YOUR CRM, YOU WOULD BE TRAVELING TO THE JV APP

TO JOINT VENTURES →

EMAIL OR SMS

What would you like to send today? Sometimes a quick SMS goes along way. It really depends on the type of cellular dealing with..

TEMPLATES READY FOR YOU

Pick from a handful of Provinge templates targeting all types of sellers in situations

Voilà

And just like that, a fully customized template of this email or SMS has been created for you.

Pick a Template which you can later modify
Review your template
Content will appear for you to review.
[ SEND THIS EMAIL or SMS ] - Send your message out

SENT

Your message is now sent and you should be able to see it on your activity board as well as reply right from it.

OUTRO

This is a really neat feature that will allow you to send a quick email and SMS to any seller you speak with as a method for them to keep your contact information. The message specifically refers to your phone and email.

MADE TO HELP YOU SUCCEED

Ask Anything you want to know or learn about real estate investing

Ask for Content - Not happy with our templates, ask AI for some.
Ask for deal validation
Ask for formulas
Ask for market conditions..
The list goes on.

ASK SOUAD GPT

Simply type in your question.Souad GPT is trained to answer a large range of real estate investing questions.

GET KNOWLEDGE

Souad GPT well help you with just about all things real estate investing as well. A copy of the communication will be added to your activity board for future reference