Cash Buyers List Template
A structured format for building and maintaining a vetted cash buyers list. The wholesaler's most valuable asset — segmented properly, this list determines how fast you can move deals.
- Per-buyer record format (name, contact, criteria, history)
- Segmentation tags (flipper / BRRRR / landlord / agent)
- Track record fields (deals closed with you, response time, last contact)
- Quarterly review reminder structure
- Maintain in Google Sheets / Airtable / your CRM
- Add every cash buyer you interact with (from REIA meetings, county records, MLS sold filters, Facebook groups)
- Re-qualify the list every 90 days — confirm criteria still hold, remove inactive buyers
- When a deal comes in, sort the list to find 5-10 most-likely buyers BEFORE blasting to the full list
Copy below, or download.
CASH BUYERS LIST
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INDIVIDUAL BUYER RECORD
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ID: __________
Name: ____________________________
Company / entity: ____________________________
Primary phone: ____________________________
Email: ____________________________
Source (where you met): ____________________________
Date added: ______________
BUYER TYPE [select one or more]:
[ ] Flipper
[ ] BRRRR investor
[ ] Long-term landlord
[ ] Wholesaler (buyer-to-be)
[ ] Agent / Realtor (buys for clients)
[ ] Out-of-state turnkey
DEAL CRITERIA:
Price range: $________ to $________
ARV range: $________ to $________
Max % of ARV: ______%
Neighborhoods (specific):
1. ________________________________
2. ________________________________
3. ________________________________
4. ________________________________
Property types:
[ ] SFR [ ] 2-4 unit [ ] 5+ multi [ ] commercial [ ] land
Condition tolerated:
[ ] Cosmetic only [ ] Mid-rehab [ ] Gut [ ] Tear-down
Funding source:
[ ] Own cash [ ] Hard money [ ] Private money [ ] HELOC
Typical close speed: ____ days
TRACK RECORD WITH YOU:
Deals offered: ____
Deals closed: ____
Avg response time: ____ hours
Last deal closed: ______________
Last contact: ______________
Reliability tier: [ A / B / C — based on close rate ]
NOTES:
Personal: _________________________________________________
Preferences: ____________________________________________
Red flags / quirks: ______________________________________
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QUARTERLY REVIEW CHECKLIST
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For every buyer record, every 90 days:
[ ] Confirm contact info still works
[ ] Re-verify criteria — has price range / neighborhood preference changed?
[ ] Confirm funding source is still active
[ ] Update reliability tier based on last 90 days
[ ] Remove buyer if 6+ months without contact AND no closings
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SEGMENTATION QUICK-VIEW TEMPLATE
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When a deal comes in, build a same-day shortlist:
Property: ________________________ ARV: $________ Price: $________
Filter criteria match:
1. ______________________________ [ buyer tier ] [ close speed ]
2. ______________________________ [ buyer tier ] [ close speed ]
3. ______________________________ [ buyer tier ] [ close speed ]
4. ______________________________ [ buyer tier ] [ close speed ]
5. ______________________________ [ buyer tier ] [ close speed ]
Call these 5 FIRST (in order of reliability tier). Wait 4 hours.
If no contracts signed, broadcast to full list. - A list of "subscribers" isn't the same as a list of buyers. Track CLOSED deals, not interested replies.
- Re-qualify quarterly. Buyers churn; criteria shift; a 6-month-old list is half-dead.
- Don't broadcast every deal to your full list. Sending 50 emails per deal trains your top buyers to ignore you and gives marginal buyers false signals.
Deeper context.
Terms referenced in this template.
A cash buyer is an investor who can close on a wholesale or off-market deal without relying on traditional bank financing — typically using actual cash, hard money, private lender funds, or HELOC proceeds. Cash buyers are the demand side of wholesaling and the most important relationship in the business.
A cash buyers list is a wholesaler's curated database of vetted investors who can close on wholesale contracts without traditional financing. Building and segmenting this list is the single highest-leverage activity in a wholesaling business.
A buyers list is a wholesaler's curated database of cash buyers (investors, flippers, landlords) who can close on wholesale contracts quickly. Building and maintaining a strong buyers list is the single highest-leverage activity for any wholesaler — without buyers, contracts are worthless.
Wholesaling is the real-estate strategy of putting a distressed property under purchase contract and assigning that contract to a cash buyer for a fee. The wholesaler never owns the property — they're paid for connecting motivated sellers to investor buyers.
REI utility library.
A starting-point assignment of contract for transferring your purchase rights to an end buyer. Three-party agreement between the wholesaler (assignor), end buyer (assignee), and reference to the original seller in the underlying contract.
brrrr rentalsA one-page deal-analysis structure for BRRRR underwriting. Plug in the inputs, compute the five numbers a BRRRR has to clear: all-in cost ≤ 75% ARV, refi appraisal supported, refi proceeds ≥ all-in, monthly cash flow ≥ $200/door, DSCR ≥ 1.20.
flippingA line-item rehab budget format covering all standard trades. Designed for both flip-grade (retail buyer expectations) and BRRRR-grade (durable tenant finishes) scope. Use as the basis for contractor bidding — same template, multiple contractor inputs, side-by-side comparison.
sourcingA starting-point yellow-letter style template for direct-mail outreach to absentee owners, free-and-clear owners, or pre-foreclosure lists. Designed to feel personal and low-pressure — high-pressure mailers produce angry responses and policy complaints, not deals.
creative financeA starting-point disclosure document for subject-to transactions, where the seller signs an explicit acknowledgment that they understand the structure, the risks, and their continued exposure on the underlying mortgage. Critical for legal protection and good ethics.
wholesalingA standard addendum to a purchase agreement granting the buyer (typically the wholesaler) a defined inspection period during which the contract can be canceled and earnest money returned. The wholesaler's primary risk-management tool.
sourcingA systematic structure for planning and tracking driving-for-dollars routes. The discipline isn't in the driving — it's in the consistent route coverage, signal logging, and follow-up that converts photos into contracts.
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