Wholesale
The system prepares and routes the opportunity so each person sees the next action they actually own.
Sign in to work assigned seller relationships from first call through follow-up, negotiation and contract progression.
Open Pipeline →Pennsylvania.
Immediate caller work and business maturity remain separate.
- 01We source and prepare
Leads are researched, screened against the active investor buybox, enriched, and turned into complete Call Packages only when seller work is executable.
- 02We assign the relationship
Each active Call Package has an operator owner. Unassigned or incomplete research stays off the seller pipeline.
- 03The caller works the correct lane
Call Now contains immediate calls and due retries. Follow-up holds future touches until due. Later relationship stages remain visible without making the caller run the CRM.
- 04Supabase records and routes events
Seller outcomes create immutable call and pipeline events, preserve business maturity, schedule follow-ups, and surface attention when judgment is needed.
- 05The team handles investment decisions
Qualified or negotiating sellers, price alignment, underwriting and offers, contracts, and downstream deal work move through the appropriate internal decision path.