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Master the entire IPM process from cold call to signed contract. Learn multiple approaches for different lead sources and situations.
Your mission: Turn every lead into a signed contract. Whether they answer the phone or ghost you, whether they're from a cold call list or a PPC ad, you have a system to follow.
This isn't a rigid step-by-step checklist. It's a flexible framework with multiple pathways depending on seller response and lead source. Learn all approaches so you can adapt in real-time.
VA got basic info, seller went cold
Comp the property with what you know
Use Smart Repair Calculator. Estimate condition from age/area if needed.
Open Email Builder tool
Fill in seller name, property address, and your offer range from the calculator.
Generate the offer link (cash or sub-to)
Use Cash Offer Link tool or Subject-To Offer generator depending on equity situation.
Copy the email, paste the link, send it
Subject line matters. Keep it personal: "Your offer for [Address]"
They call back? Jump to contract phase
If they accept verbally, move immediately to writing up the contract.
Pro Tip: Don't wait days. Send the offer within 2 hours of the cold call. Strike while they're thinking about selling.
Hot lead, ready to talk numbers
Get full property details on the call
Beds, baths, sqft, condition, mortgage balance, motivation timeline.
Give verbal range while on call
"Based on what you're telling me, we're looking at $XXX-$XXX range."
Send email with offer link immediately after
Same process: Email Builder + Offer Link. But tell them "I'm sending it now while we're on the phone."
If they verbally accept, move to contract
"Let me pull up the agreement and we'll get you the paperwork in the next 30 minutes."
These leads are warmer - they came to you. Speed matters even more.
Call them within 5 minutes of form submission
Use the Closer Console. Speed-to-lead is everything with PPC.
Get property info and run comps
Same qualification as cold calls. Smart Repair Calculator for MAO.
Decide: Cash offer or Subject-To?
High equity = cash. Little equity + good loan = subject-to. Low equity + bad loan = novation/creative.
Send email with magic offer link
Use Email Builder. Include both Subject-To AND cash backup if applicable.
Follow up in 24 hours if no response
Text and call. "Did you see the offer I sent? Any questions?"
Speed Wins
PPC leads go cold fast. First company to respond wins 80% of the time.
Multi-Touch
Call, email, text. Hit them 3 ways in the first hour.
After every call (answered or not)
Create a paper trail. They can review on their own time.
When they need to "think about it"
Give them something tangible to review with spouse/family.
For multi-decision-maker situations
They can forward the link to co-owners, heirs, or advisors.
Use Their Name
Always personalize. "Hi John" beats "Hi homeowner"
Full Address in Subject
"Your offer for 123 Main St" - specific gets opened
Mention Timeline
Reference when they need to close if they told you
Magic Link First
Put the offer link near the top - don't bury it
Include Your Cell
Make it stupid-easy to reach you with questions
Follow Up Template
Save the email - resend 24hrs later with "Just checking in"
Pro Strategy: The Double Offer
For low-equity deals, send BOTH offers in one email:
"Here are two ways we can help..." gives them options and control.
When to Use
Seller has 30%+ equity. We're wholesaling to a cash buyer.
Tool to Use
Cash Contract Generator in Offer Generator page
Fill In:
When to Use
Little/no equity. Good interest rate. We're taking over payments.
Tool to Use
Subject-To Contract Generator (separate tool)
Fill In:
Open the correct contract generator
Navigate to Tools → Deal Generators → Choose Cash or Subject-To
Fill all required fields
Triple-check spelling of legal names and address. Mistakes kill deals.
Generate and review the contract
Read through it. Make sure numbers match what you agreed verbally.
Copy the contract text
Select all the generated contract text (Ctrl+A or Cmd+A)
Paste into OneDrive Word document
Open a blank Word doc in OneDrive. Paste the contract. Save as "[Address] - Contract"
Export as PDF from OneDrive
File → Save As → Download as PDF. This is what goes to DocuSign.
Critical Errors to Avoid
Log into DocuSign
Use your IPM Capital DocuSign account credentials
Click "Start" → "Send an Envelope"
This opens the document upload wizard
Upload the PDF from OneDrive
Browse and select the contract PDF you exported
Add seller's email address as recipient
Name: [Seller Name] | Email: [their email] | Role: Needs to Sign
Add yourself as a signer too
Your name and IPM email. You'll sign after they do.
Place signature and date fields
Drag "Sign Here" and "Date Signed" fields to each signature line in the contract
Write a personal message
"Hi [Name], here's the agreement we discussed. Please review and sign. Call me with any questions!"
Hit "Send" and notify the seller
Call or text them: "Just sent the contract to your email. Should take 2 minutes to sign."
Once both parties sign, you have a binding contract. Now the real work begins:
Cash Deals
Find buyer, assign contract, collect fee
Subject-To
Start payments, find tenant-buyer or flipper
Update CRM
Log deal, update pipeline, celebrate!
You now have the complete playbook. Every lead source, every scenario, every tool. Go dominate.
Generate stunning, conversion-optimized emails that get sellers to click
Fill in to generate your email
Ready to copy & send
Fill in the form and click Generate to create a beautiful offer email
Subject Line
Copied to clipboard!
Outlook Desktop (Windows/Mac):
1. Click "Download HTML" above
2. In Outlook: New Email → Message tab → Insert → Attach
File
3. Select the downloaded .html file → Choose "Insert as
Text"
4. The email will render perfectly with all styling
Gmail / Web Email:
Click "Copy HTML" → Paste directly into email composer (Ctrl+V or Cmd+V)
Email Marketing Platforms (Mailchimp, SendGrid, etc):
Copy HTML and paste into the HTML editor view of your platform
Don't Just Paste into Outlook Body
Outlook will show raw HTML tags if you paste directly. Always use the "Insert as Text" method for .html files.
Send Quickly
Email within 5 mins of the call for 3x higher open rates
Follow Up
Text them "Just sent your offer!" right after emailing
Outlook Users
Download the .HTML file and use Insert → Attach File → Insert as Text in Outlook
Email-Safe HTML
Bulletproof code works in Gmail, Outlook, Yahoo, Apple Mail, and more
Operation Dominate • Jan 2026 - Jan 2028
20%
Commission
<1hr
Speed to Offer
$18K
Avg Deal
3
States
Currently Executing
Phase 1: Foundation
Weeks 1-12 • Jan - Apr 2026
W1
Current
2
Deal Target
Foundation
Weeks 1-12
Scale Engine
Weeks 13-26
Domination
Weeks 27-40
PE Ready
Weeks 41-52
Jan 12 - Apr 5, 2026
$17K
Closer commissions by W12
Apr 6 - Jul 5, 2026
$62K
Cumulative by W26
Jul 6 - Oct 11, 2026
$134K
Cumulative by W40
Oct 12, 2026 - Jan 10, 2027
$156K+
Per active closer
Click any month to see detailed breakdown • 20% commission on all deals
$4.1M
Closer Commissions Y1
$7.6M
Total Revenue M12
0
Deals • Cold call only
$0
No revenue
Training
10 callers live
2
Deals • First fundings!
$7.2K
Closer
$18K
→ Ads
9
Deals • Meta multiplier
$32.4K
Closer
$65K
Mktg deployed
19
Deals
$68.4K
Closer
+$22.8K
Title rev share!
33
Deals • Owner exits
$118.8K
Closer
$240K
Mktg deployed
60
Deals • GA expansion
$216K
Closer
$360K
Mktg deployed
90
Deals • TV enters
$324K
Closer
$480K
Mktg deployed
128
Deals • TN activated
$460.8K
Closer
$650K
Mktg deployed
178
Deals
$640.8K
Closer
+$460K
Lending rev share!
220
Deals
$792K
Closer
$4.8M
Total Rev
270
Deals
$972K
Closer
$5.9M
Total Rev
320
Deals
$1.15M
Closer
$6.9M
🏆 Y1 Complete
350
Deals/Month Stabilized
$7.6M
Monthly Revenue
350
Deals
$7.6M
Total Rev
350
Deals
$7.6M
Total Rev
350
Deals
$7.6M
Total Rev
350
Deals
$7.6M
Total Rev
350
Deals
$7.6M
Total Rev
350
Deals
$7.6M
🎉 Platform!
$6.3M
Assignments
$420K
Title Rev Share
$900K
Lending Rev Share
$4.2M
Marketing Spend
EBITDA Margin
25-30%
PE-Credible Platform
✓ Achieved
"Fortune favors the bold. Capital favors the relentless."
Weeks 13-104 Detailed Execution Plan
April 6 - July 4, 2026
July 5 - Oct 3, 2026
Oct 4, 2026 - Jan 10, 2027
Jan 11, 2027 - Jan 8, 2028
Stabilize + Expand Pockets. Deepen TX, expand GA tier-2, add TN nodes if justified.
Lending JV → Acquisition Readiness. Track lift, acquire small lending shop if cash thick.
Second title footprint + lending integration. Majority deal routing through partners.
Full operating platform: marketing + acquisition + dispo + title/lending. PE-ready.
Master your craft. Dominate your market. Get paid.
Your daily mission objectives
First offer attempt same day for all hot leads. Strike while iron is hot.
Maintain accurate lead status, detailed notes, and clean CRM data.
Prioritize motivated sellers with urgent timelines and high intent.
Execute 7-touch sequence for warm leads. Persistence wins deals.
Move accepted offers to signed contracts. Lock in the win.
Your winning routine
Review new hot leads from overnight. Prioritize callbacks. Attack your day.
10-minute team huddle. Hot lead check. Stay aligned and sharp.
Hot lead outreach. Send offers. Execute follow-up calls. Close deals.
Contract processing. Buyer coordination. Pipeline management.
Update CRM. Submit KPI report. Plan tomorrow's attack.
Know your numbers • Plan your pipeline
High intent = Hot leads. These convert fastest.
Retargeting works. Warm audience converts better.
Foundation engine. Quality varies by list.
Target distressed lists. Track attribution.
Localized testing only. Track unique numbers.
Only after basics tight. Expensive + hard to track.
🎯 Want 10 Deals/Month?
• PPC: 40-70 leads
• Cold Call: 80-200 leads
• Mail: 70-120 leads
⚡ Close Rate Truth:
PPC closes hotter than cold call
→ PPC becomes accelerant once funded
→ Cold call is foundation engine
📊 Judge By Cohorts:
6-week cohorts, not daily noise
→ All channels have lag
→ Track fundings per cohort
"ABC: Always Be Closing. Speed wins. Persistence wins. You win."
2026 Closer Earnings
20% commission on every deal. See what you'll make.
Monthly
$9,600
20% commission
Yearly
$115K
annual pace
Leads Needed
72
per month
Daily Target
~3
leads/day
PPC leads close faster. Speed to offer wins.
Enter property details → Get MAO instantly
Estimated cost: $0
Cost: $0
Cost: $0 @ $2.50/sqft
Offer Link Generated
Share this link with your seller:
Maximum Allowable Offer
$0
Select repair items above
Opening
$0
85% MAO
Target
$0
92% MAO
Max
$0
100% MAO
🚀 Blast Price
$0
Mass outreach
🎯 Expected
$0
Likely close
💎 Ceiling
$0
Max ask
Market Type
-
Best Buyer
-
Real-time calculation as you type
Maximum Allowable Offer
$0
Enter property details
General Market
Low
$0
85%
Mid
$0
92%
Max
$0
100%
ZIP-Driven Market Intelligence • PE-Grade Underwriting
Generate qualified leads for closers
"Hi, this is [NAME] with IPM Capital Solutions. We buy houses in [CITY] for cash. I'm reaching out because we noticed you might have a property at [ADDRESS]. Are you the owner? (wait for yes) Great! Would you consider selling if the price was right?"
🎯 KEY: Stay conversational, not robotic
Your goal is to find motivated sellers. If they say NO, move on fast. If they say MAYBE or YES, start qualifying.
MOTIVATION
"What's making you consider selling right now?"
Listen for: foreclosure, divorce, repairs, inheritance, relocating
TIMELINE
"If we could agree on a fair price, how soon would you want to close?"
Hot = ASAP/2 weeks | Warm = 1-2 months | Cold = 3+ months
AUTHORITY
"Are you the only person on the title, or is there anyone else involved in the decision?"
PRICE EXPECTATIONS
"Do you have a price in mind?"
If too high, ask: "How did you come up with that number?"
Ask these to help the closer estimate repairs:
When a lead is HOT (motivated + timeline ASAP):
"Let me get you to our acquisitions manager right now..."
Transfer to closer immediately (don't hang up)
Log the lead in CRM with all details
⚡ Speed = Money. Hot leads go cold fast. Transfer within 60 seconds.
Shared Lead Database for Callers & Closers
Shared System: All leads are synced across Callers & Closers. Log once, everyone sees it.
No leads yet. Log your first call!
TX • GA • TN Key Numbers
Non-judicial foreclosure • Wholesaling legal
Attorney state at closing • Non-judicial FC
Non-judicial FC • Transfer tax at closing
Master real estate investing across all our markets. Each module contains lessons, examples, and self-assessment quizzes.
Essential vocabulary from equity to ARV. Understand every term you'll encounter.
Flipper vs. landlord ZIP codes, neighborhood analysis, and market strategies.
Atlanta metro analysis, emerging suburbs, and investment strategies.
Nashville, Memphis, Knoxville dynamics and opportunities.
Property comping, ARV calculation, and 70% rule application.
Creative financing, subject-to, seller financing, and multi-unit strategies.
Complete modules to unlock your full potential