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User Stats

14
Posts
5
Votes
Ricardo White
  • Real Estate Investor
  • Durham, NC
5
Votes |
14
Posts

Buyers List Template

Ricardo White
  • Real Estate Investor
  • Durham, NC
Posted

Can anyone send me a copy/sample of their buyers list template. I just want to see the best way to organize the information in a spread sheet.

Thanks

User Stats

73
Posts
36
Votes
Patrick Karbon
  • Residential Real Estate Agent
  • Denver, CO
36
Votes |
73
Posts
Patrick Karbon
  • Residential Real Estate Agent
  • Denver, CO
Replied

Hi Ricardo,

Although Salesforce has been the best lead tracking software I've used, I began with creating a simple spreadsheet with columns labled as follows:
-Name
-Number
-Email
-Desired Area/ Zip Code
-Cash Available/ Down Payment Available for Land Contacts/ Rent Payment Available
-Type of housing needed (2,3 bed, multiple fam, etc)

Hope this helps!!

Patrick

User Stats

53
Posts
46
Votes
Brian H.
  • Real Estate Investor
  • Akron-Canton, OH
46
Votes |
53
Posts
Brian H.
  • Real Estate Investor
  • Akron-Canton, OH
Replied

Hi Ricardo,

My template has the following information.
-Name
-Phone #
-Email
-Contacted (by phone/email/ unable to reach)
-Investing Type
-Investing Area
-Financing
-Property Preference (Beds/Bath/ Price Range)
-Difficulty Level (Gut Jobs, Carpet/Paint,etc)
-Preferred Notification Method (phone call/email/text)
-Notes

Of course everyone is going to have different templates, and it's best to find or create a template that works best for you.

I hope that helps, and best of luck!

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User Stats

138
Posts
54
Votes
Brooks Conkle
  • Flipper/Rehabber
  • Mobile, AL
54
Votes |
138
Posts
Brooks Conkle
  • Flipper/Rehabber
  • Mobile, AL
Replied

I use a combination of HighriseHQ and excel spreadsheets --- but I've run into a new issue and I'm looking to create a software for it!

My buyer's list has grown to 200+ buyers in my area.
I know that I have missed out on deals due to me not having the correct buyer in mind when a deal came across my desk.
Yes, I send out a mass email to my list, but I think it's better if I'm able to email specific buyers and also follow up with a phone call.

I want to be able to input buyer information (area, price range, type of property, BR/BA, etc.) and when I get a deal I want to be able to put in the criteria of the property in order to filter the buyer list to narrow down to buyers that fit the criteria of the inputed property!

Does this sound like a useful tool for others?
I know that it will be for me!

Account Closed
  • Real Estate Investor
  • Longmont, CO
37
Votes |
56
Posts
Account Closed
  • Real Estate Investor
  • Longmont, CO
Replied

I have a macro-enabled Microsoft Excel 2007 spreadsheet that does this through "Data Filter" mechanism. There is an input sheet for adding an entry on another data sheet. There are buttons for managing the data sheet. I just use the "Filter" feature on the data sheet, then click on my "Build" button to generate another data sheet with the filtered entries for mail merge with Word 2007.

If you are already familiar with Excel 2007 and Word 2007, then you should be able to build a similar tool in a few hours.

[shameless self-promotion removed]

User Stats

2,920
Posts
1,190
Votes
James Vermillion
  • Lexington, KY
1,190
Votes |
2,920
Posts
James Vermillion
  • Lexington, KY
Replied

Start simple and modify your spreadsheet as you and your buyers list grow. Remember, quality over quanity...too often people have lists with hundreds, even thousands of "buyers" but cannot close a deal because they are not reliable and have not created relationships with these people.

User Stats

14
Posts
7
Votes
Darrell Essex
  • Wholesaler
  • Chicago, IL
7
Votes |
14
Posts
Darrell Essex
  • Wholesaler
  • Chicago, IL
Replied

Now I am pretty new and haven't built my list at all, but looking at posts with criteria, it appears that access would be a better software to use to keep the lists organized. With the functions of being able to search for criteria, like lets say I want to find a buyer who is willing to pay 60k, do a gut and rebuild job, and has cash, then you would get out a smaller much more managable list for that property.

I use excel for a lot of things, but to image having to look at a list of 200 and try to manually sift through it to find the correct criteria for a property would have me pulling out the little hair I have left. Just a suggestion.

User Stats

22,059
Posts
14,122
Votes
Jon Holdman
  • Rental Property Investor
  • Mercer Island, WA
14,122
Votes |
22,059
Posts
Jon Holdman
  • Rental Property Investor
  • Mercer Island, WA
ModeratorReplied

If you have the skills, a real database is a much more powerful tool than Excel. But it requires more skills to set up a DB than to use Excel. And Excel does have quite extensive searching and sorting capability. Constructing spreadsheet and adding the filtering capability is probably easier for most people than building a DB.

User Stats

453
Posts
285
Votes
Henry M.
Pro Member
  • Specialist
  • San Antonio, TX
285
Votes |
453
Posts
Henry M.
Pro Member
  • Specialist
  • San Antonio, TX
Replied

I use the K.I.S.S. method.

  • Henry M.
  • User Stats

    6
    Posts
    6
    Votes
    Jacob Floyd
    • Grand Rapids, MI
    6
    Votes |
    6
    Posts
    Jacob Floyd
    • Grand Rapids, MI
    Replied

    I find Access much more helpful, that way I can run queries or sort by keywords, and create different tables all in one database...

    User Stats

    4
    Posts
    1
    Votes
    Yasiah Hurtado
    • Wholesaler
    • Woodbridge, VA
    1
    Votes |
    4
    Posts
    Yasiah Hurtado
    • Wholesaler
    • Woodbridge, VA
    Replied

    Thanks again for the valuable information it is wonderful! I agree with you James, that is one of my required guidelines within my team is to build that relationship. I believe if you take care of your people, they will take care of you.

    User Stats

    58
    Posts
    8
    Votes
    Peggy Beene
    • Real Estate Agent
    • Phoenix, AZ
    8
    Votes |
    58
    Posts
    Peggy Beene
    • Real Estate Agent
    • Phoenix, AZ
    Replied
    Originally posted by @Account Closed:

    I have a macro-enabled Microsoft Excel 2007 spreadsheet that does this through "Data Filter" mechanism. There is an input sheet for adding an entry on another data sheet. There are buttons for managing the data sheet. I just use the "Filter" feature on the data sheet, then click on my "Build" button to generate another data sheet with the filtered entries for mail merge with Word 2007.

    If you are already familiar with Excel 2007 and Word 2007, then you should be able to build a similar tool in a few hours.

    [shameless self-promotion removed]

    User Stats

    58
    Posts
    8
    Votes
    Peggy Beene
    • Real Estate Agent
    • Phoenix, AZ
    8
    Votes |
    58
    Posts
    Peggy Beene
    • Real Estate Agent
    • Phoenix, AZ
    Replied

    Is anyone using a spreadsheet like this?  I really would like to discuss it with you.  I am looking for some design ideas and other tips while working on this project.

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    User Stats

    22
    Posts
    29
    Votes
    Lynette Braun
    • Rancho Santa Fe, CA
    29
    Votes |
    22
    Posts
    Lynette Braun
    • Rancho Santa Fe, CA
    Replied

    I'm not sure if this is helpful for anyone ...but I use a CRM called Wise Agent.  I've tried spreadsheets, Sales Force, and a few others.  This has been the most comprehensive way I've found to manage drip campaigns and checklists for closings all in one. Trying looking at CRM's designed for Realtors because they have a lot of the systems you need. Have a great week!  

    User Stats

    10
    Posts
    1
    Votes
    Laci Rossett
    • El Cajon, CA
    1
    Votes |
    10
    Posts
    Laci Rossett
    • El Cajon, CA
    Replied
    Originally posted by @Peggy Beene:

    Is anyone using a spreadsheet like this?  I really would like to discuss it with you.  I am looking for some design ideas and other tips while working on this project.

     I'm looking for a comprehensive spreadsheet to build, and manage a cash buyer database, have any ideas?

    User Stats

    75
    Posts
    8
    Votes
    Tiffany Clay
    • Indianapolis, IN
    8
    Votes |
    75
    Posts
    Tiffany Clay
    • Indianapolis, IN
    Replied

    This is helpful thank you to all

    User Stats

    30
    Posts
    5
    Votes
    Darnell Griggs
    • Leesburg, VA
    5
    Votes |
    30
    Posts
    Darnell Griggs
    • Leesburg, VA
    Replied

    Thanks for sharing. Great information in this thread. Going to try a few to see which works best for me

    User Stats

    36
    Posts
    11
    Votes
    Heather Bettis
    • Sweetwater, TN
    11
    Votes |
    36
    Posts
    Heather Bettis
    • Sweetwater, TN
    Replied
    Originally posted by @Darrell Essex:

    Now I am pretty new and haven't built my list at all, but looking at posts with criteria, it appears that access would be a better software to use to keep the lists organized. With the functions of being able to search for criteria, like lets say I want to find a buyer who is willing to pay 60k, do a gut and rebuild job, and has cash, then you would get out a smaller much more managable list for that property.

    I use excel for a lot of things, but to image having to look at a list of 200 and try to manually sift through it to find the correct criteria for a property would have me pulling out the little hair I have left. Just a suggestion.

     Darrell have you implement the use of Access in this way? I too was thinking this might be a good way to go for lists, and would like to hear how it worked for you if you implemented it.

    User Stats

    31
    Posts
    6
    Votes
    Vanessa Castillo
    • Investor
    • Los Angeles
    6
    Votes |
    31
    Posts
    Vanessa Castillo
    • Investor
    • Los Angeles
    Replied

    Thank you to everyone on this thread, definitely provided very useful information!

    User Stats

    1
    Posts
    0
    Votes
    Deborah Chan
    • Investor
    • San Francisco, CA
    0
    Votes |
    1
    Posts
    Deborah Chan
    • Investor
    • San Francisco, CA
    Replied

    Excellent idea, Brooke!  Thank you.

    User Stats

    2
    Posts
    0
    Votes
    Replied

    @Brooks Conkle  I see this thread is from several years ago now, but I'm curious if you've developed or discovered a program that works better for you now? 

    User Stats

    2
    Posts
    1
    Votes
    Adrian A. Gentry
    • Jacksonville, FL
    1
    Votes |
    2
    Posts
    Adrian A. Gentry
    • Jacksonville, FL
    Replied

    My template has the following info:

    What's your Sweetspot?
    How quick can you close?
    What are the top ideal property types you want? (I.E. duplex, single family, apartments, etc)
    Do you have access to Private money?
    Do you have access to hard money?
    What’s your price point?
    Do you want to buy and hold?
    Do you want to flip?

    Do you need a property manager for your rentals?

    User Stats

    16
    Posts
    6
    Votes
    Chris Keil
    • Rental Property Investor
    • Tacoma, WA
    6
    Votes |
    16
    Posts
    Chris Keil
    • Rental Property Investor
    • Tacoma, WA
    Replied
    Originally posted by @Henry M.:

    I use the K.I.S.S. method.

     Preach! Keep, It, Simple, Stupid hahah