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1 contribution to Wholesaling Houses 101
Agent Outreach
I am trying to implement real estate agent outreach for deal flow, but I was wondering how to organize this in my CRM. I am looking for CRM Pipeline setup recommendations for the agent outreach approach. Ideally I want to separate this approach from my other acquisitions pipelines as to not crowd it up. Any suggestions? Thanks
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I’d probably separate the agent outreach into its own pipeline like you mentioned instead of mixing it with seller acquisitions. Something simple could be: - New Agent Contact - Initial Outreach Sent - Connected / Conversation Started - Potential Opportunity - Follow-Up Needed - Active Referral Source - Long-Term Relationship I’ve found that keeping contacts organized and having automated reminders/follow-ups helps a lot so good connections don’t get forgotten. Curious what CRM are you currently using?
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Alex Richards
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@alex-richards-6045
Closed a $20k assignment recently | Active in the Florida market | Always open to connecting with like-minded wholesalers serious about getting deals

Active 7h ago
Joined Jul 15, 2026
Florida