Templates · DealWrap

Disposition Call Checklist

A disposition call with the wrong buyer costs you two weeks. With this checklist you know inside five minutes which bucket they're in — and your notes make the next deal a warm call instead of a cold one.

The checklist

Buyer: [name] · [company] · [phone]

Buying box
- Zips / areas
- Price range (min–max) — and what they do above it
- Property type (SFH, duplex, land, mobile) and beds/bath minimum
- Condition tolerance: cosmetic / moderate / full gut
- Rehab budget they'll actually spend

Funding
- Cash, hard money, private lender — and proof of funds on file?
- How fast from contract to close (their real number, not their best case)
- Earnest money amount they're comfortable with

History
- Deals closed in the last 90 days and where
- Two recent references (title company or a wholesaler they bought from)

Terms
- Assignment OK, or double close?
- Any fee structure expectations (who pays what)
- Red flags: 'I flip everything', no POF, no address, pushes on price day one

Next step
- Send [address] packet [day]; follow up [day]

The two questions that reveal the truth

"What's the last address you closed on, and what did you pay?"
"If I send the contract today, when can you actually fund?"

Buyers with real deals answer both immediately. Everyone else gives you a paragraph about their vision.

After the call

Log their box and their funding facts — the same buyers get called for every deal you take down, and 'does he still buy in 38109 at $95k max?' should take one search, not a phone call. Cash-buyer notes follow the same bullet structure as seller notes — DealWrap produces both from the recording.