Buyers List Template
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
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
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!
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!
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]
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.
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.
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.
I use the K.I.S.S. method.
I find Access much more helpful, that way I can run queries or sort by keywords, and create different tables all in one database...
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.
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]
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 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!
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?
This is helpful thank you to all
Thanks for sharing. Great information in this thread. Going to try a few to see which works best for me
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.
Thank you to everyone on this thread, definitely provided very useful information!
Excellent idea, Brooke! Thank you.
@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?
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?
Originally posted by @Henry M.:I use the K.I.S.S. method.
Preach! Keep, It, Simple, Stupid hahah