The 10-Step Disposition Workflow
To guarantee high contract velocity and optimal exit yields, this strategy must be executed continuously within the first 24 hours of securing a contract. Follow the system meticulously.
Underwrite (UW) the Deal
Run complete subject property metrics and comp profiles directly through the **AI UW Tool** to evaluate and confirm wholesale purchase margins. Double check calculations to prevent faulty deploy rates.
Search Entire CRM Database
Search the seller's active mobile and landline numbers across our unified CRM. Immediately verify and configure the seller profile to either **Disqualified (DQ'd)** or **Do Not Disturb (DND)**.
Critical Seller Guardrail Protocol
This compliance step is mandatory to ensure our home seller is never targeted with automated buyer marketing blasts or text notifications referring directly to their own house.
Pull Local Hyper-Qualified Buyers
Target and extract information on local cash buyers active inside the property's sub-market. Construct a buyer spreadsheet matching precise localized parameters:
Query cash properties sold within +/- $10,000 to $15,000 of our target asking rate.
Pull purchasing LLC details, then extract their direct Point of Contact (POC) using OpenCorporates.
Isolate and log direct contact info of representing agents for those transactions.
Join Local Facebook Groups
Request access to localized Real Estate Investing (REI), wholesale, and county-specific cash buyer groups on Facebook. Doing this in advance ensures you are approved and ready to post when the syndication drafts are signed off.
Immediately Begin Investor Scraping
Extract active regional buyer cohorts directly using our specialized **Investorbase** scraping credentials. Filter searches to target active cash buyers in the property's sub-market.
Historical Lead Mapping
If our newly acquired property is located within **1 hour** of any previously marketed or closed deals, instantly query those past transactions to assemble highly relevant Smart Lists for our SMS outreach database.
Create InvestorLift Draft
Create an optimized public landing page profile inside **InvestorLift**. Compile and input complete underwriting details, maintaining the listing strictly in **Draft** mode until checked by a supervisor.
Prepare Realtor Outreach Database
Build an active list of localized buyer's agents operating within the property's sub-market. Execute this extraction using our dual-track logistics workflow:
Individual Search
Manually search agent directories on Zillow, Realtor.com, and local MLS resources representing transactions near our subject asset.
Macro Scraping Extraction
Deploy local scraping tools to automatically extract details of active registered agents operating within the targets ZIP codes.
Format List & Import
Clean, organize, and format the harvested lists (First Name, Last Name, Mobile, Email, Brokerage) and import them directly into our CRM under target tags.
Create Investor Text Blast Draft
Draft the investor SMS campaign using your compiled Hyper-Qualified Smart Lists. Optimize the text to feature: **Property Address/Submarket, Price, ARV, Rehab Estimate, and direct link to photos**. Keep on standby in Draft status, and dispatch immediately once approved.
Create Realtor Text Blast Draft
Tailor an SMS sequence focused on buyer's agents. Incentivize outreach by clearly highlighting broker-to-broker commission splits, flexible showing schedules, and direct access terms. Keep in Draft status, and dispatch immediately once authorized.
Create Facebook Post Draft
Compose an engaging post designed for local investing groups selected during Step 4. Format the call-to-action details clearly (asking price, visual files, direct PM instructions). Save as a draft, and share post immediately upon manager sign-off.