Real Estate Wholesaling Process

Lead Generation & Skip Trace:

1. The first step of wholesaling is strong marketing to generate leads from county websites and different types of marketing fields like facebook, Craigslist, Zillow and other FSBO
2. Create a list from AgentPro247.com website or Alltheleads.com, or whatever you think the best for the Distress, Absentee owner, text delinquent, and foreclosure property. 
3. Retrieve the property list(Probate, tax delinquent and foreclosure property) from the County website.
4. To get owner details (Phone Number and Email address) skip traced the data

Buying Process:

1. Send text message, voicemail and postcards to property owner and negotiate to with them if they are interested to sell their property, follow-up with the sellers who did not respond to us or interested to sell in future on every 3 month
2. Once they provide an ballpark rang or an asking price and call to seller to discuss about the offer 
3. Create the offer for the qualified leads and done the transaction work

To sell the property:

• Ad post on Craigslist, Zillow and other listing websites
• Find the cash buyers.
• Send an introductory email of property to the cash buyers and negotiate with them to the price if he/she is interested.
• We can also use marketing applications to market a property.
  
  

This is a brief overview of Wholesaling but we can add more features as we grow like doing Mailer, Drip Campaign via Emailing/Texting, and Creating lead and sales funnels, etc.

Apart from this, if you are in a plan to have a CRM then I would recommend Podio to use and below are the few features of Podio that we can use in Podio.

Integration with CallRail

integration with Vumber

integration with MailChimp for bulk Emailing

integration with Click2Mail for Texting

Integration with Google sheet/Doc

Rightsignature configuration

ClickSend configuration

Globimail Configuration

Integration with the Slybroadcast

Integration of Zillow as well as Zillow comps

Integration for the street/aerial view

Integration with MojoDialer

Automation setup within the Podio application

Effective dashboard view

Pipeline setup

Personal views/ app views or report setup

Podio super menu configuration

Stats management

Campaign/Drip Campaign Setup

Calculation between the fields

I am also mentioning a few applications that Real Estate professionals generally use in their Workspace.


1. Seller Leads
2. Buyer Leads
3. Appointments
4. Offers
5. Transactions
6. Campaigns
7. Campaign Stats
8. Calls
9. Rehabs
10. Properties

Apart from this, if there is any specific requirement for any particular action then we can add more applications and can amend them as per the requirement.

1. Lead Management, Seller leads / Cash Buyer leads

2. Mailing

3. Text Management (Texting)

4. Podio Management

5. Leads opt-out from lists and CRM(Podio)

6. Ad Posting

7. List Management 

8. Creating Offer(SF Offer, Podio Offer, WorkforceRE offer etc) and sent it to the seller 

9. Find Comparables

10. Skip Trace

11. Mailchimp

12. Mojo Dialer

13. Roor

14. CloudPhone

15. CallRail

16. Click2mail

17. Expired Listings

18. Found Agent/Realtor Information from MLS

19. Batch Skip Trace/ Mojo Lookup

20. Found Probate leads from alltheleads.com and from county website

21. Reonomy.com, etc. Thanks!!