Free template · by Amr Magdy

Cash buyers list template for wholesalers.

A cash buyers list works when every buyer's buy box is saved as fields, not buried in texts and DMs. Then each new deal goes to the 10 buyers who fit its area, price, property type and rehab level, instead of a blast to everyone. Download the free template below and fill it once per buyer. To find the buyers in the first place and verify them, see how to find cash buyers for wholesale deals.

Download the CSV template Opens in Google Sheets, Excel or any CRM import.

The fields to capture

Areas / zipsWhere they buy. Lets you send a deal only to buyers who buy in that area.

Property typesSFR, 2-4 units, land and so on. A 2-4 unit buyer ignores single-family deals.

Min and max priceKeeps deals they cannot or will not pay for off their phone.

Rehab levelLight, medium or heavy. A light-rehab buyer will not take a full gut, and the reverse.

Occupied OK?Some buyers only take vacant or vacant at closing. Ask once, save it.

How they payCash, hard money or other financing. Affects how fast they can close.

Proof of funds dateWhen you last received proof of funds. An old date is a reason to ask again.

Closing speed (days)How fast they usually close. Matters when your inspection period is short.

Last bought dateThe field that separates active buyers from names on a list.

Deals sent, replies, last reply dateEngagement you can rank by. A buyer who has seen ten deals and never replied is not on your A list.

SourceWhere the buyer came from, so you know which sources produce buyers who close.

How to send each deal to the right buyers

1. Filter: area matches, price between min and max, property type matches, rehab level matches 2. Drop buyers who need vacant if the property is occupied 3. Sort: last bought date (newest first), then reply rate 4. Send to the top 10 first; widen only if nobody bites 5. Log every send and every reply on the buyer

Logging the sends and replies is what turns a list into data. After a few months you can see which buyers actually close, which sources produce them, and which deals got no interest because the price or area was wrong.

Check the deal works for the buyer first

A deal that leaves the buyer no margin sits no matter how good your list is. Run it through the free wholesale deal analyzer to see the buyer's all-in cost and profit after your fee before you send it.

Questions

What is a cash buyers list?

A list of investors who buy properties, usually for cash or with short-term financing, that a wholesaler sends deals to. It is only useful if each buyer's buy box is saved as fields, so every deal goes to the buyers who actually fit.

How many buyers do I need?

Fewer than most people think, if they are the right ones. Ten active buyers who match your areas and price range and have bought recently are worth more than a thousand names that never reply.

Where do cash buyers come from?

Common sources are public records of recent cash purchases, title companies and closing attorneys who work with investors, local real estate investor association meetings, landlords in your target areas, and buyers who reply to your deal posts. Record the source on each buyer.

How do I keep the list clean?

Merge duplicates by phone and email, ask for fresh proof of funds when the date gets old, and move buyers who never reply after several matching deals off the main list instead of deleting them.

Can I use this in a CRM?

Yes. Each column becomes a field on a contact or buyer record. The free CRM field kit has the same buyer fields with picklist values and automation rules for Salesforce, REsimpli, Podio, HubSpot or a spreadsheet.

Related free tools

Dispositions in Salesforce · CRM field kit · Wholesale deal analyzer · Assignment vs double close · All free tools

Last updated October 2026. The example rows in the CSV are made up; delete them before use.

Want deals matched to buyers automatically?

I build Salesforce for real estate investors and wholesalers: buyer records with buy boxes, deal-to-buyer matching, send and reply tracking, and a report of which buyers actually close. Start with a free 30-minute call or the fixed-price CRM Revenue Audit (USD 1,500).

Book a free 30-minute call See the Revenue Audit

Already on Salesforce? See a sample audit report. On Podio, REsimpli or GoHighLevel? See how a move to Salesforce works.

Or just ask one question about your setup: email · WhatsApp · LinkedIn