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Deal details
Address:
Deal stage:
Wholesaler name and phone:
Owner name and phone:
Agent name and phone:
Things to do:
Deal notes in Hubspot
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Deal stage and comments
Add missing fields/contacts
Add underwriting details
Map missing fields
Owner's full name
Owner's phone
Deal type
Dead Lead
Closer
Dispo
Link to pictures
MLS status
On-Market
Off-Market
Condition
Turnkey
Needs light rehab
Needs moderate rehab
Needs full gut rehab
Teardown / burnt
Going direct to agent?
Yes
No, talking with owner
Agent's phone
Agent's name
Agent's last name
Underwriter notes
Mortgage details
- tutorial
Existing mortgage?
Yes
No
Mortgage balance
Maturity Date
Int. rate
Loan type
PITI
PI
Taxes
Insurance
Market Rent
- tutorial
Rentometer
Zillow Rent
Rentcast
Current rent
Address
Beds / baths
Rented price
Address
Beds / baths
Rented price
Address
Beds / baths
Rented price
Rent estimate from comps
ARV Comps
- tutorial
Address
Condition
Turnkey
Needs cosmetic rehab
Needs moderate rehab
Sold price
Address
Condition
Turnkey
Needs cosmetic rehab
Needs moderate rehab
Sold price
Address
Condition
Turnkey
Needs cosmetic rehab
Needs moderate rehab
Sold price
ARV
Airbnb Comps
- tutorial
Nearby Airbnbs?
Yes
No
Airdna Est
Data Rabbu Est
Data Rabbu link
Other details
HOA
Liens
Arrears
Est repairs
Nearby Medium Term Rental clients?
Close to major hospital
Close to university
Close to airport
Close to rehab center
Suggested Exit Strategy
Cash Wholesale
Novation
Hold: Long term rental
Hold: Medium term rental
Hold: Short term rental
Wrap
Wholetail
Other
New deal stage
Waiting on partner
Accepted/Processing
Rejected
Negotiating
Contract sent
In dispo
Long-term follow up
Closed
Lost / sold
Comments for Partner Hub
New Hubspot note (private)
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