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Real estate teams with growing databases

CRM setup, cleanup & automation With a practical next step.

Turn a messy database into a system your team can work from. I review duplicates, organize contacts, tags, stages, and pipelines, set up smart lists and follow-up workflows, and maintain campaign records across your existing CRM and SMS or email tools.

Get a Quote ↗Book a Free Consultation ↗

WHAT I CAN TAKE OFF YOUR PLATE

Scope built around
your workflow.

  1. 01

    Review duplicates, missing fields and import structure before making changes.

  2. 02

    Organize tags, stages, lead sources, assignments and pipelines to your instructions.

  3. 03

    Prepare Smart Lists, follow-up tasks and SMS/email campaign workflows.

  4. 04

    Provide a change summary, import-ready files and notes for your team.

BEFORE YOU START

A little more clarity.

Which CRMs can you support?

Follow Up Boss, GoHighLevel, Podio, kvCORE, REISimpli, Lofty and other systems. Share your platform and the changes you need.

Can you preserve lead history?

Yes. We agree on a cleanup and backup approach before changes. Potential duplicates and unclear records are flagged for review.

CRM setup, cleanup & automation

One short brief.
A useful next step.

Your service is already selected. Tell me what you’re working on and I’ll follow up by email.

Prefer to talk? Book a free 15-minute consultation ↗

GET A QUOTE

Tell me what you need.

I’ll review your brief and reply by email with questions, a proposed scope and timing. Work begins after you accept the quote.

No payment is taken here. Your reference appears immediately after submission. Privacy details.

CONTRACTS / CALCULATORS / SCRIPTS / TEMPLATES

Preview a blank resource, then download the PDF or editable comp workbook.

FREE INTERACTIVE TOOL

Calculate a rough MAO.

Compare aggressive and conservative buying prices, with an automatic 15% total-margin check.

Open MAO Calculator ↗

10 resources · free downloads · no email required

EDITABLE XLSX + PRINTABLE PDF

Comp & wholesale deal calculator

An editable workbook and matching printable worksheet for ARV comps, as-is comps, rehab and a rough wholesale deal review.

ARV & as-is compsRepair budgetAssignment fee
Download PDF ↓Download Excel ↓
PRINTABLE PDF

Seller call playbook

A practical conversation flow covering first contact, property discovery and a clear follow-up handoff.

First contactDiscoveryCRM handoff
Download PDF ↓
PRINTABLE PDF

Seller follow-up templates

Reusable text, email and voicemail drafts, plus quick replies for common seller questions.

SMS & emailVoicemailQuick replies
Download PDF ↓
PRINTABLE PDF

Property intake worksheet

Collect subject details, seller goals, property condition, research questions and the agreed next step.

Property factsConditionNext actions
Download PDF ↓
PRINTABLE PDF

Real estate purchase agreement

A sample purchase agreement covering price, deposit, inspections, title, closing and disclosures, including a lead-paint disclosure section.

Purchase termsClosing & titleDisclosure section
Download PDF ↓
PRINTABLE PDF

Purchase & assignment agreements

Purchase and sale terms followed by an assignment of contract, combined in one printable download.

Two formsTitle states onlyNot for New York
Download PDF ↓
PRINTABLE PDF

Payoff information authorization

A sample authorization for a settlement agent to request payoff, lien and transaction information.

Settlement agentPayoff informationBlank authorization
Download PDF ↓
PRINTABLE PDF

Assignment agreement: detailed

A detailed assignment form addressing deposit, settlement, default, due diligence, title and the parties’ obligations.

Deposit & defaultDue diligenceSettlement terms
Download PDF ↓
PRINTABLE PDF

Assignment agreement: short

A shorter assignment form connecting the underlying purchase agreement, assignment consideration, deposit and title company.

Underlying contractAssignment feeDeposit
Download PDF ↓
PRINTABLE PDF

Contract preparation worksheets

Blank planning sheets for purchase terms, assignment terms and a secure payoff-information request brief.

Planning worksheetsPurchase & assignmentPayoff request prep
Download PDF ↓

Free to download and adapt for your business. Start with a blank copy and keep completed property and seller records private. Contract forms are blank samples for local legal review before use. Preparation worksheets organize your brief and are not contracts or authorizations. Have your attorney or closing professional review documents for your location and transaction.

WHOLESALER DOWNLOADS
WHOLESALER TOOL / ROUGH BUYING-PRICE ESTIMATE
FREE TOOL / NO SIGNUP

Your numbers.
A clearer starting point.

01 / SET YOUR ASSUMPTIONS

Enter your estimated after-repair value, rehab budget and buying percentage. Results update as you type.

Your estimate of the property’s value after repairs, in USD.

Enter your full rehab estimate. Enter 0 if none is assumed.

70% is the editable starting setting. Choose your own assumption.

TRY SAMPLE INPUTS

Free to use without an email address. Your figures are only shared if you submit a quote request.

02 / YOUR ROUGH BUYING PRICE

Start with your assumptions.

Enter an ARV and rehab budget to compare both buying prices and check the total margin.

AGGRESSIVE(ARV − Rehab) × %CONSERVATIVE(ARV × %) − Rehab
Automatic selection starts with aggressive and switches to conservative when the margin guide is missed.

This is just a rough idea. The calculator uses your inputs and the formulas below; it does not verify ARV, rehab scope or local market conditions. BP is shown before any separate assignment-fee deduction. The 92% ARV factor is fixed in the total-margin formula.

How the formulas and automatic selection work
Aggressive BP
(ARV − Rehab) × buying percentage
Conservative BP
(ARV × buying percentage) − Rehab
Total margin (TM)
(92% × ARV) − Rehab − BP
Margin guide
TM should generally be at least 15% of BP.

Both methods use the same ARV, rehab budget and percentage. Aggressive is used when it produces a positive BP and meets the margin guide. Otherwise conservative is shown. If conservative also misses the guide, the result is flagged for review. Zero or negative buying prices are not presented as usable offers.

These formulas do not separately deduct an assignment fee, financing costs or other deal-specific costs. Review the full deal budget before deciding on an offer.

GO BEYOND THE ROUGH NUMBER

Need a more accurate,
property-specific review?

Work directly with Solomon M on comparable sales, ARV research, property due diligence and deal analysis. Get a scoped quote for research behind your next offer.

Explore deal analysis services ↗Tell Solomon about your property, research needs and timeline.
GET A QUOTE

Share a short brief. I’ll review the details and follow up by email.

COMPLIMENTARY HOME-VALUE REVIEW

Start with the address and a few property details. Solomon M will review available market information and follow up by email.

PROPERTY RESEARCH

One property, a clear scope, and a final quote before work begins.

GOGETTER LEARNING

TRAINING INTEREST

Find your next skill.

Wholesaling, land & SFR valuation, real estate VA, and BPO/CMA training are one-on-one sessions with Solomon M. REIS is a separate course by Kelly Githens. I’ll confirm availability, schedule and fees before you decide. No payment is taken here.

LET’S TALK IT THROUGH

Choose a time with Solomon M. Your booking is confirmed through the scheduling page.

Open the booking page in a new tab ↗
STARTING PRICES · USD

Review the entry scope, then request a quote for your property.

PROPERTY RESEARCH

BPO research support

Starting from
US$50/property

One property: comparable-property research and preparation support for your BPO workflow.

Request a Report Quote ↗

PROPERTY RESEARCH

Comparative market analysis

Starting from
US$30/property

One property: an entry comparison of three relevant comps with pricing context.

Request a Report Quote ↗

PROPERTY RESEARCH

Deal underwriting

Starting from
US$100/property

One property: comparable sales, ARV and maximum-offer analysis using agreed cost assumptions.

Request a Report Quote ↗

PROPERTY RESEARCH

Property due diligence

Starting from
US$50/property

One property: residential or land records, listing history, and a summary of findings and open questions.

Request a Report Quote ↗
PROPERTY RESEARCH / SAMPLE DOCUMENT
SELECTED DOCUMENTS & WORKFLOW DEMOS

Browse the redacted property documents, then explore the interactive workflow examples.

COMPS / REHAB / ACQUISITION

Wholesale acquisition analysis

A structured acquisition review connecting comparable research, renovation scope and an offer strategy.

  • Renovated and as-is comparable research
  • Rehab scope, offer framework and due diligence

PROPERTY / COMPS / INCOME

Residential investment worksheet

A detailed worksheet showing how property facts, comparable adjustments and income research come together.

  • Property facts and comparable adjustment grids
  • Rental research and income / expense structure

REFERENCE FORMAT / BPO

Exterior residential BPO format

An exterior BPO format example with a comparison grid, neighborhood observations and condition commentary.

  • Subject, sold and listed comparison structure
  • Exterior observations and report organization

Interactive workflow examples

These demonstrations use fictional data to illustrate the handoff format.

FOUNDER-LED REAL ESTATE SUPPORT

I’m a real estate operations specialist with 7+ years of experience supporting investors, agents, appraisers and property teams. My primary market is the US, with experience in the UK, Canada and Australia.

For my services, you work directly with me from scope to handoff. Hire Talent is a separate matching service for general and specialist assistants.

LinkedIn ↗Upwork ↗Fiverr ↗
Get a Quote ↗
A PERSONAL MATCHING PROCESS
  1. Send the role, skills, hours and tasks you need.
  2. I review your brief and available talent.
  3. Review a suitable candidate and arrange an introduction.
  4. Agree on the person, scope, quote and terms.
  5. Onboard with clear tasks, access and reporting.
Explore Hire Talent ↗
GOGETTER TALENT NETWORK
  1. Your profile is saved for future opportunities.
  2. I review your skills, work samples and availability against client briefs.
  3. If there is a potential match, I contact you about the next steps.

Joining does not guarantee a job or project.

Start Your Application ↗
ILLUSTRATIVE WORK SAMPLE