Free tools for real estate investors & wholesalers.
Calculators, a weekly KPI framework and a glossary I built from working inside a home-buying company's Salesforce. Use them on your own numbers; nothing you type into a calculator leaves your browser.
Cost per deal by lead source
Spend, leads, contracts, closings and profit per channel in. Cost per lead, contract, deal and ROI out.
CalculatorMAO calculator for wholesalers
Maximum allowable offer from ARV, repairs, your fee and buyer costs, with the spread on any offer.
CalculatorMissed seller call cost
What unanswered seller calls cost you per month and per year, from your own numbers.
FrameworkThe Monday 5
The five numbers an investor owner should see every Monday, with formulas and a 30-second self-check.
ReferenceWholesaling CRM glossary
Plain-English definitions of the metrics and terms acquisitions teams use, and how each looks in a CRM.
DownloadSalesforce Health Check
A 10-point scorecard for a real estate Salesforce org: speed to lead, adoption, automation and ROI.
Guides
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, 10 working days).
Book a free callSee the Revenue Audit