Organize Your Wholesale Acquisitions

Check out a recap of Nate Payne's Deal Analysis livestream. Real Estate Nate provides tips and tricks that will help you become a better real estate investor.

yo what's going on everybody it's real
estate nate i'm uh coming to you guys
it's saturday and i know it's probably
you guys are probably like what is what
are you go what are you doing on a
saturday but um i was in canada all week
so i wasn't able to make the batch call
the call i do every week so hey i'm
doing it today and guys i got something
really cool for you i think this is
actually something that will really
benefit everybody that probably
struggles to be organized in the
business and know what tools to use but
i'm just gonna dive right into it you
know because i honestly it is a lot to
cover guys but it's going to be really
good again guys what i'm making this
video for is i would like to be really
organized and and it's kind of hard to
be organized um you know with all the
softwares and the tools that you need to
master acquisitions and get deals now
guys don't get me wrong you don't need
all these different softwares and
services to get deals continuously you
can have a spreadsheet or a pad of paper
and a phone and just call sellers and
negotiate deals but the way that i do it
i work all virtually from my uh my
computer and i do go see you know i do
go see sellers if they're in my market
if i get a lead from the area but i do
everything pretty much over
over the over the phone over my computer
so guys for you that might do a lot of
stuff from your laptop you might not
know the best way to do it now again by
the way guys this calls sponsored by
batch leads that's enough main reason
why i'm doing this is today i want to
show you guys why batch leads is so
important in order to help you scale
your business and get deals consistently
but i also want to show you guys how
important is to be organized okay so
with again with all the softwares and
services out there that you can use to
run this acquisitions business it's kind
of hard exactly to know like the best
way to get organized so i'm going to
show you guys exactly how to set up and
get organized with your your computer
and using google chrome if you guys
don't use that extension or that uh
browser you definitely need to use it
guys every time i log into my uh
computer like i have to open up a new
tab and i have to open up all these tabs
and open up all my software that i work
with and it's really frustrating it's
really annoying google just came out
with this new thing called
add tab to to new group and it allows
you to organize your um you know all the
tabs that you need
in one swoop so you don't have to do it
every single time like i'm used to doing
so i'm gonna show you guys exactly how
to do it and the softwares and and all
the things you should have to do
acquisitions consistently and uh be on
top of everything so guys i don't know
if you guys do but i have multiple
emails i have an email for investor
thrive for my
coaching business i have one for offer
on homes which is our our a business
where we make offers to sellers and i
have one just for my personal right so
they all get meshed together and it's
really like annoying having to you know
have everything all on one uh browser so
what i did guys is and i'll show you
guys exactly how to do it all you have
to do is go to uh add a add a tab right
here and i've already done one for
investors drive but sorry for offering
homes my my acquisitions my wholesaling
business but i'll show you so if you go
to add you can sign in to your user your
email and add a new browser but i've
already done it i'm just showing you
guys how to do it what you do you
basically add a browser depending on
your what email you want to use and you
guys can follow along with me or watch
this later but basically this is my
my browser i'm going to only use for my
business okay for for wholesaling so
let's let's make this so i have this uh
sheet for stu my students that i work
with but i'm just going to show you this
is these are all the essential softwares
or sites that i think someone needs to
uh scale or i guess be effective at
being in doing acquisitions and i'm just
going to go through them with you guys
and i'm going to show you exactly how to
save this as a tab so every time that
you exit out or you restart your
computer you don't have to go one by one
type in everything that you need because
again that's so frustrating so the first
thing you guys need to do if you're
going to be good at acquisitions and if
you want to be comping and looking at
deals and analyzing deals is you need a
way to look comp deals and look for for
data so again this calls sponsored by
batch leads we use batch leads to not
only to text to market to pull lists but
we use it to analyze data so
the first thing i'm going to do guys is
i'm going to pull up
batch leads and i'm gonna
mark it in a group tab so i don't have
to ever do this again okay i'm logged in
again guys if you've never looked at
batch leads you should get it there's a
seven day free trial i don't know why
you wouldn't try it
but we look for properties if i'm
looking at you know looking for
properties that i want to buy in salt
lake city all i have to do is uh type in
the area of properties that i'm
interested in and then you can filter
for specific you know pre-foreclosures
type beds bathrooms mls data vacants i
properties that are vacant there's quick
filters here too which is pretty cool so
that's why we use batch leads and if you
have a property you can also run comps
on it for example like let's say i'm
looking at this one and i want to know
what i can offer to sellers i can run
comparables on it
and it just does it for me right here so
that's just a brief overview guys of
that but first thing i'm going to do
guys is i'm going to
i want to go to the dash the dashboard
part let's go here
and i'm going to
add to new group okay
so as i add to the new group i'm going
to call this
offer on homes acquisition tabs i want
to save this group and i'm going to mark
it green and that is going to be my
group tab that i'll never have to do
this again okay so batch leads is in
there what else do i need to have well
again guys if you don't have batch leads
you can use other comping tools that are
free uh like we use you know when
batch leads in non-disclosure areas if
we want to check out more data we use
zillow so i'm going to bookmark zillow
as well i'm going to add it to
offer home acquisition tab and i'm going
to bookmark it okay under essential
acquisition steps
remember guys this the reason why i'm
doing this is mainly because you need if
you're going to be caught like trying to
get deals every month consistently or
just even part-time if you're doing this
part-time you need a way to analyze the
data and find out you know if the seller
says he wants you know half a million
for this house can you pay half a
million is that a good deal can you
wholesale that well according to this if
it's at zillow
price i mean you probably you're going
to need less than that but that's just
an example so batch leads again link in
the description legit they i mean we use
them all in time for texting for
marketing um
and zillow or whatever you
want to use but you need to be able to
analyze data okay what's the next thing
that you guys need to be able to use um
you know if you want to be successful at
acquisitions well you need a phone
system now you can use your cell phone
you can use um most crms come with us
phone service like uh you know we have
hubspot so it's connected with kixy
uh you know we have a couple different
options that we refer to people like
freedom soft um already simply but guys
if you don't have any money if you're
broke and that's fine you know google
voice is a good option for you guys
google voice allows you to call if you
just go for personal use you can set it
up and it's free okay i have a google
voice number as well and i use it
if i give it to people that you know
specifically if i want to give to
sellers or something so they're not
blowing up my personal phone but you can
use google voice and this is the reason
why i'm doing this guys look how long
this has taken me to get all these up
here i'd rather just be able to go in
click it have all the tabs come up so
i'm going to add
this it's already added
to the group
as you can see batch leads zillow and
now my crm is here okay all right so
after you have a way to comp deals and
you have a way to call sellers and you
have a crm so most crms guys the next
tab is uh docusign most crms come with
docu like a document signer like i think
freedomsoft does i think already simply
does my uh hubspot doesn't so you had to
integrate uh docusign into it so what's
the next thing you need to do that i'm
going to save in here
i believe
and i even believe i know that if you
guys are going to be making consistent
offers of sellers you need a way to be
able to crunch your numbers i'm going to
add this calculator to um
the tab so the next thing you need guys
need to do if you have a calculator this
is something that's like kind of not
i don't think a lot of people know about
this but i believe it's super important
to have is when you're talking to a
most of the in your virtual most of the
time they're going to be really
skeptical of who you are they're going
to be like who's this guy you know i i'm
not going to sell my house this guy i've
never even talked to him never even seen
him in person so for what i do to make
sellers feel a little bit more um
not not as skeptical but to feel more
comfortable working with me is i have
what's called the info packet that we we
and uh that we give to sellers okay so
the info packet basically gives them an
overview of who we are as a company and
it says hey thanks we email this to them
or we can send them the link so
i'm gonna add that to the offer on homes
tab okay so let's review okay and then
we'll hop on the next one you need a way
to sh
run you know run comps and pull pull
list and market so that's why we use
batch leads again this is it's called
sponsored by batch leads you need a way
to run comp so you know you're you're
doing good you know you're doing making
a good decision you you you can find
good data after if you don't use batch
leads you can use zillow to run comps
now once leads start coming in or if
you're talking to agents and you want to
put them in
some place if you're not using a
spreadsheet you can use a crm we use
hubspot and you can use ari simply
wherever you want
freedomsoft again i showed you where you
can find that and then
you need a way to crunch numbers whether
you have your own calculator your own
spreadsheet this is the one we use
because it goes over wholesale deals
flips burs novations amortization it
creative financing deals it goes over
and then you need a way to show sellers
you're credible whether you're sending
them a proof of funds a letter
of intent whatever you're sending them
we just have a packet
so that's that's where we're at right
now the next thing that we i use as i
wholesale virtually nationwide is um i
have an email guys you can just use a
regular gmail or you can go to google
workspace and get yourself like a
verified one from your business which i
have which is nathan at offer on homes i
have nathan at investor thrive and uh
that's it i have this spreadsheet so
we're gonna add this again to the tab so
i don't have to ever do it again now
we're almost done you know i appreciate
you guys sticking around and i i really
believe this is extremely helpful it's
helpful for me because i'm doing it for
my business so you should do it too
is you need account you need a calendar
like you know if you're gonna just be
willy nilly and just doing deals and not
being organized like it's gonna be hard
to you know manage your time but i i put
everything on my calendar as you can see
i have two calendars i have one for
investor thrive and this is offering
homes i'm on the offer in homes one so
it shows you know busy for the investor
thrive but anyway
i block out my meetings my appointments
so what you guys need to do is make sure
you're using google calendar or some
sort of way to manage your time so i'm
gonna add that and
with all the documents the the contracts
all the scripts all the things you're
gonna do as you build this business and
you try to get deals you're gonna need a
way somewhere to store them we store
everything in google drive and again if
you use google workspace it's money
because it has your email it has um you
know ways to meet with people like do
zoom calls meetings and you can store
all your stuff so i have everything
stored in my company under you know
google drive you have your acquisitions
you have administrative coaching
contract content contracts everything
you need
saved in here so
and don't get overwhelmed if you're like
oh my gosh this is so much it's not a
big deal you don't have to do this i
just like to put my stuff in places and
if you're trying to look where you
should put all your documents to like
this is what you should do
so we're going to add this to the offer
the offer on homes acquisitions
tab and the last thing guys if you're
building out a team and um you know you
you have a dispositions guy leads
manager acquisitions you know you're
flipping properties you need a way to
communicate with your team so we use
slack and when i first started i was
like yo why do i need slack what's the
point of slack like i can just text my
my team well the cool thing about slack
is everyone communicates through here as
a company
you can have different channels like for
dispositions acquisitions transferred
calls i mean you can have team members
you can talk to specifically so you
definitely want uh just a company
communication channel which we have
and it's uh it's really helpful
to recap guys i'm just gonna recap and
and make sure everyone understands what
i just did and why why i felt this was
so necessary today because again i just
got back from canada i was not very
organized and i had this problem that i
was like man i'm just so tired every
time i shut my computer off or cancel
out of my browser that i have to pull up
all these tabs again and it's so
annoying and it wastes my time so it's
like is there a way that i can just
every time i pull it up i can just pull
all these up at uh when i pull up my
browser i just pull these up at one time
one fell swoop and and you can i found
out how you can do it
i just went through all this
showed you exactly how to what tools you
needed how to organize it in its own
specific browser that's designated for
your business
how to put into the tab so every time
you exit out of here you can just reload
it up i hope this was helpful guys i
meant i
i hate
having i don't think maybe i'm making a
bigger deal than i think but i hate
having every time i turn my computer on
having to make new tabs for everything
i'd rather have it just locked and
loaded in a bookmark
that i can just all put up or what we've
been exploring today is
this new thing called groups all right
guys well i mean it's a saturday so go
enjoy yourselves i like i said guys i
was in canada all week so i wasn't able
to make do this call earlier but i
wanted to definitely get it done for you
so anyway guys
saturday i'm about to go home and chill
but i hope everybody has a great
saturday and i hope to see you guys next
week on the challenge all right have a
great saturday everybody

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