Wholesale guide
How should you present a wholesale deal to cash buyers?
Present a wholesale opportunity with a concise, factual summary, clear transaction terms, supporting property information, and an organized diligence process. Distinguish verified facts from estimates, explain what interest is being offered, and share sensitive documents only with appropriate recipients.
Lead with a clear, factual deal sheet
A buyer should be able to understand what the property is, where it is, what is known about its condition, what terms are proposed, and which dates matter. State whether numbers come from records, inspection, owner statements, or your own estimates. If the property has not been inspected or a figure is uncertain, say so rather than presenting it as established.
Describe your contractual position accurately. Do not suggest you own or can convey the property if you hold only a contract or other limited interest. Contract rights and permissible marketing vary by jurisdiction.
- Include property type, location, access status, and known occupancy.
- Show proposed price and transaction structure, including any assignment fee where required.
- List known condition issues, key deadlines, and material unknowns.
Provide useful diligence without overstating it
Relevant material can include available photos, inspection findings, repair information, parcel details, title or lien information, and comparable-property context. Identify each document's date and source. Avoid treating estimates, automated valuations, or seller statements as guaranteed outcomes. Buyers should independently verify facts and conduct their own underwriting.
Protect personal and confidential information. Share only what you are authorized to disclose, limit access where appropriate, and avoid circulating occupancy details or access instructions broadly.
- Organize documents by topic and use descriptive filenames.
- Mark estimates and unverified statements clearly.
- Remove unnecessary personal identifiers and share through a suitable channel.
Set out the review and offer process
Explain how a qualified buyer can ask questions, request permitted access, submit an offer, and meet deadlines. State any earnest-money, contingency, diligence, or closing expectations only when supported by the actual contract and local requirements. Confirm that the proposed buyer understands the transaction form and whether assignment or another transfer is contemplated.
Before relying on a commitment, verify the decision-maker and request appropriate proof of funds or lender evidence. Handle financial documents securely and avoid retaining more sensitive information than needed.
- Share clear deadlines and a consistent method for submitting offers.
- Confirm buyer authority, buy box, and funding evidence.
- Document questions, answers, changes, and any agreed next steps.
Follow law and communicate respectfully
Before marketing, check the purchase contract, assignment provisions, disclosure duties, and applicable state and local rules for advertising, licensing, and wholesaling. Requirements can differ significantly; consult a qualified local attorney or regulator when uncertain. Be explicit about the interest offered and avoid implying that an assignment transfers ownership of the real estate.
Use permission-based communication, honor opt-outs, and send updates only to relevant recipients. Never use urgency language to hide material facts or pressure a buyer to skip independent diligence.
- Confirm marketing authority before posting or distributing the opportunity.
- Disclose material facts and transaction status accurately.
- Respect privacy, consent, and requests to stop receiving messages.