FREE WHOLESALING CHECKLIST
See the steps from seller lead to closing.
Keep the main steps in view with a one-page checklist covering lead evaluation, the contract, cash-buyer coordination and closing. Download the editable Word file and use it to track your next transaction.
Get the Free Checklist- Find and evaluate the lead.
- Secure the contract and open escrow.
- Coordinate the cash buyer and closing.
Steps to Wholesaling Checklist ยท one-page editable Word file (.docx) ยท 15 steps ยท Free
An overview, not a substitute for your transaction-specific contract, legal requirements or closing-team guidance.
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What's on the checklist
15 steps in four stages.
Each stage lists the actions to complete before you move on, with space for your own notes.
- Find and evaluate the leadChoose your list, market to it, contact and pre-screen sellers, then run comps, ARV and repairs.
- Secure the contractMake the offer, get the signed contract, collect photos and video, and open escrow.
- Work with the cash buyerMarket the contract within your permitted scope, arrange walkthroughs and complete the buyer paperwork.
- Close and repeatConfirm both contracts and closing requirements are complete, then close on the scheduled date.
Steps to Wholesaling Checklist
Find and evaluate the lead · steps 1–5
Secure the contract · steps 6–9
Work with the cash buyer · steps 10–13
Close and repeat · steps 14–15
Simplified illustration of the one-page checklist (15 steps in 4 stages, plus space for notes).
One page
Keep your next deal on track.
Print it or edit it in Word, and check off each step as your transaction moves forward.
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