Cash Buyers List Template
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Source: https://metrodealreport.com/templates/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.

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.

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WARNINGS:
  - 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.

This template is provided as-is, for educational purposes only.
Always have a licensed attorney in your state adapt before use.

© Metro Deal Report — https://metrodealreport.com