Free tools for real estate investors & wholesalers.
Calculators, self-checks, templates and a weekly KPI framework I built from working inside a home-buying company's Salesforce. Use them on your own numbers in US dollars, Canadian dollars, pounds or euros; nothing you type into a calculator leaves your browser. Looking for something to read? See the guides.
Price a wholesale deal
Type your numbers in. Nothing you enter leaves your browser.
Wholesale deal analyzer
MAO, room under it at your contract price, and whether your cash buyer still makes a profit after your fee.
CalculatorAssignment vs double close
What you actually keep from each exit route, after both sets of closing costs and transactional funding.
CalculatorCost per deal by lead source
Spend, leads, contracts, closings and profit per channel in. Cost per lead, contract, deal and ROI out.
CalculatorMissed seller call cost
What unanswered seller calls cost you per month and per year, from your own numbers.
CalculatorAcquisitions team capacity
How many reps your lead volume needs, from first calls, follow-up touches and offers.
Rentals, BRRRR and buy-to-let
For buy-and-hold investors in the US, Canada, the UK and Europe. Pick your currency.
BRRRR calculator
Cash left in the deal after the refinance, monthly cash flow, cash-on-cash return and equity.
CalculatorRental yield & cap rate
Gross and net yield, cap rate and cash-on-cash for rentals and buy-to-let. USD, CAD, GBP or EUR.
CalculatorDSCR calculator
Debt service coverage from rent and PITIA, the NOI-based ratio, and the largest loan that meets your target.
Check your CRM
Score your setup in a few minutes and see what to fix first.
Deal Leak Score
Ten yes/no checks across spend, answer, follow-up, offer and keep, scored out of 100. Compare answers with your team.
Self-checkInvestor CRM audit checklist
60 yes/no checks from spend to closing, plus system health. Works for any CRM.
ToolEdition picker for Salesforce
Nine questions about your team and tools, and the Salesforce edition to start from, with reasons. No list prices.
ToolSeller follow-up cadence builder
A dated touch plan for hot, warm and cold leads by call, text, email and mail, downloadable as tasks.
Frameworks, templates and downloads
What to track each week, which fields to set up, and files to copy.
The Kept-Deal Map
The five places money leaks between the marketing dollar and the closed deal, with a 30-second self-check.
FrameworkThe Monday 5
The five numbers an investor owner should see every Monday, with formulas and a 30-second self-check.
ChecklistCold caller handoff
The call outcomes, required fields and callback rule that stop leads dying between VA and acquisitions.
TemplateCash buyers list template
Free CSV with the buy-box fields, plus how to send each deal to the right 10 buyers.
DownloadCRM field kit
The lead, deal and buyer fields, picklists, automation rules and Monday report spec. Free, no email needed.
Reference and video
Plain-English definitions, and six short videos with one leak each.
Wholesaling CRM glossary
Plain-English definitions of the metrics and terms acquisitions teams use, and how each looks in a CRM.
VideoDeal Leak videos
Six short videos, one leak each, from the missed seller call to fall-outs in your ROI, with the tool to measure each.
Prefer to read?
The 68 guides cover choosing a CRM, follow-up, automation, reports, moving off Podio, REsimpli or GoHighLevel, and hiring help. Browse all guides · Cost per lead and campaign ROI in Salesforce · Lead routing and speed to lead
Rather have it built into your CRM?
Every tool here is something I build as live reporting in Salesforce for investors and wholesalers. Start with a free 30-minute call, or the fixed-price CRM Revenue Audit (USD 1,500).
Book a free 30-minute callSee the Revenue AuditAlready 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