Real Estate Wholesaling Workbook: From Lead Generation to Closed Assignment

The wholesaling workflow involves a series of steps — generating leads, screening them quickly, making accurate offers, negotiating with sellers, and delivering a clear package to buyers — where each step must be done competently for the deal to close. This workbook course provides structured exercises and templates for each step, so you build operational confidence before working on live deals. By the end of this course you will be able to screen an inbound lead in under five minutes using a structured intake form, calculate a maximum allowable offer on a motivated-seller property, use a scripted conversation framework for a seller call, prepare an assignment package that communicates deal details clearly to a cash buyer, and track a deal pipeline through a simple wholesale deal tracker spreadsheet. What you will learn: - Lead intake and screening: a triage checklist to quickly evaluate whether a lead warrants deeper analysis - Seller conversation framework: questions to ask, information to gather, and how to explore motivation and price - Offer calculation workflow: step-by-step process from ARV estimate to maximum allowable offer - Making and presenting a verbal offer: how to communicate an offer and handle common objections - Reviewing and annotating a purchase agreement for wholesale: clauses to verify before signing - Preparing an assignment package: property summary, photos, repair scope, and deal economics for buyers - Communicating with your buyers list: how to present a deal to generate interest and competitive tension - Deal pipeline tracking: a spreadsheet template for managing leads, offers, and assignments from intake to close The course follows a fictional wholesaler working three simultaneous leads — a motivated seller facing foreclosure, a probate property, and a vacant house — through the intake, offer, contract, and assignment stages. Each module presents the relevant step, provides the template or script framework, guides you through completing it for the fictional lead, and reviews the completed version with annotations. All templates are available in blank form for use on real leads. This course is written for individuals beginning their wholesaling practice, real estate investors wanting to add deal sourcing and wholesaling to their skill set, and those preparing for their first motivated-seller conversation. No prior negotiation or real estate experience is required. This course is informational and educational; it does not constitute legal advice, and all contracts should be reviewed with a licensed real estate attorney in your jurisdiction.