So a few main things you normally want to do is to get the basic info over the phone, how many beds, baths, garages, sq. ft. if facing foreclosure or other hardship(usually asking why are you looking to sell), do they owe a mortgage, are they the only owner, if there are any repairs that are needed, and how much are they looking for.With this you can do some due diligence before going out.

YESNOMAYBEAsking Price NOTESRENT RATE (Check Rentometer.com)Made an Offer (Making an offer over the phone is tough depending on what market you're in and if it's a FLIP lead or a Buy & Hold)YESNOACCEPTEDREJECTEDMAYBEAccepted OfferSeller's Schedule to Visit (Notes)Date to Visit PropertyWho is Going to PropertyEstimated RehabMAO (Maximum Allowable Offer)Sent Purchase AgreementLead SourceDriving for DollarsBandit SignsProspectingWholesalerProbateAbsentee Owner

We're using a shared google doc and spreadsheet to manage our small number of contacts right now, but it's clear that the more we do business this won't work for much longer, although it is convenient to have the Drive app on my phone to just click and call the phone numbers or click and email.I'm looking for a gmail integrated CRM to give me a list of tasks that comes to my inbox every morning or something like that.  

Hi @Peter ChanI still owe you a phone call, sorry about that.

The particular property became listed between the time I sent out the mailer and when I got a return phone call from the agent.Please advise.

If you're not a nerd there are phone numbers to call on the first page after the cover.Their general liability insurance is a different animal, and for you (and most others here) the line you want to look at closely is "Products and Completed Operations - Per Occurrence," since that's what will pay if they do shoddy work.With that said, you should have a liability policy on any premises you own.

With my wholesale - I have only done 1 - I went to the person's house(not over the phone) printed out listings in the area most of them had DOM of 6+ months and were houses that were move in ready- their house needed 20k worth of work.

If they have talked to them on the phone and they are fully qualified already by a mortgage broker and realistic in purchase price then those are considered WARM leads instead of cold and are worth more.With a referral you are taking a huge hit in income as a new agent.

You can connect via phone and build relationship.Two Great reads, I bought both J.

I've never not picked up the phone :) As to taxes, sure why not.