--- title: "CRM for real estate investors and wholesalers: from list to assignment fee · TalaLevel" description: "TalaLevel runs a wholesaler's whole process: skip-traced lists texted and dialed, sellers answered by Tala, photos and payoffs collected, the maximum offer worked out, the purchase agreement signed on a link, buyers and the fee kept. Set up for you by a TalaLevel representative." url: https://talalevel.com/for/real-estate/ --- Real estate investors # From the first text to the assignment, on one lead. TalaLevel texts and dials your lists, lets Tala answer sellers day or night, collects the photos and the payoff, works out the offer and keeps the deal through to the fee. Set up for you. [Start your 7-day trial](https://app.talalevel.com/signup?plan=pro&interval=month) [See pricing](https://talalevel.com/pricing/) No seat minimum · No demo call · Cancel anytime The whole process ## Ten stages, from a list to the fee. This is how a seller moves through TalaLevel. Each step says who does it. Stages marked “Set up for you” are configured in your workspace by a TalaLevel representative: your offer formula, your repair costs, your buyers. You don't build anything. Runs today *works the day you sign up* Set up for you *a TalaLevel representative sets it up in your workspace* 1. The seller #### Replies, calls or fills in a form A reply to your text batch on an absentee, pre-foreclosure, probate or tax-delinquent list, a call back, or your website form. 2. TalaLevel #### Finds their lead A text or a call is matched to the lead by its number, so the reply lands where the rep expects it. 3. TalaLevel #### Cleans the list before a text is spent Opted-out numbers, landlines and numbers that can't take a text are dropped from a batch before it sends. Checked here - Opt-outs, by the number that said stop - Landlines and numbers that can't take a text - Quiet hours for batches 1. TalaLevel #### Files the reply and tells the team The text lands on the lead, and the reps' phones get a push. 2. TalaLevel #### Reads it and sets the status Interested, not interested or call later, from what they actually wrote. 3. Tala #### Answers, if you switched her on Tala replies in your words, from your own numbers, and keeps the conversation going until a person takes it. Checked here - Quiet hours in their time zone - Your numbers' carrier registration - The day's carrier limit on each number 1. Tala #### Asks about the house and the sale Condition, why they're selling, how soon, who lives there, what's owed, the price they have in mind and who is on title. 2. Tala #### Asks for photos Pictures or a short video of the house, by text. 3. Joey #### Or Joey asks on the call If Joey, the AI caller, reaches them, he asks the same questions on the phone. 4. Your rep #### Takes over when it matters A seller asking for a number hands the lead to a person at once, with a push. Checked here - One question at a time, never a form by text - Quiet hours in their time zone - Words carriers block, kept out of every text 1. The seller #### Sends what they have Photos and video, a mortgage statement or payoff, the tax bill, an HOA statement, title or probate papers, a lease. 2. TalaLevel #### Sorts and names every file Filed by kind on the lead. 3. TalaLevel #### Knows what is still missing Against the list your deals need. 4. Tala #### Asks only for those “Thanks, got the photos and the mortgage statement. Is there an HOA?” Checked here - The same file sent twice - Papers missing - Gone quiet: the lead moves aside until they write back 1. TalaLevel #### Reads the papers What's owed, taxes and HOA dues, and a lease's terms. 2. TalaLevel #### Takes the after-repair value From the comps you add. 3. TalaLevel #### Estimates repairs From the photos and what the seller said, at your costs. 4. TalaLevel #### Works out the maximum offer Your formula: a share of the after-repair value, less repairs and your fee. Checked here - What's owed against the asking price - Repairs against your budget 1. TalaLevel #### Names the exit Wholesale assignment, double close, novation or listing, creative finance, or pass. 2. TalaLevel #### Says offer now, dig first or pass With the reason in a line. 3. TalaLevel #### Lists the questions to ask Only what would change the offer. 4. Your rep #### Gets a push when it is ready A deal that works sends “Ready to offer” to the team's phones. Checked here - Thin equity - Several liens - A title cloud - Seller not on title - Tenant in the house 1. TalaLevel #### Fills it from your template Price, address and the seller's name from the lead. 2. Your rep #### Edits the wording for this deal Every edit recorded. 3. The seller #### Signs on a link By text or email. Checked here - Edits recorded - Who was sent what, kept 1. Your rep #### Sends it to your buyers A text to your buyers list from your own numbers. 2. TalaLevel #### Collects their offers Each buyer's price and terms side by side. 3. Your rep #### Picks the buyer And sends the assignment. Checked here - Buyers who opted out kept out 1. Your rep #### Records the assignment The buyer, the fee and the closing date at title. 2. TalaLevel #### Works out each rep's share In the month it closed. 3. TalaLevel #### Takes it back if it falls through If that is your rule. Checked here - Owed against paid, per rep, per month 1. Your rep #### Sets a callback “Call me after the tenants move out” becomes a callback on that day. 2. TalaLevel #### Puts it on Home With the last conversation. 3. Tala #### Follows up on the day Tala texts them on her own to pick it back up. From your numbers, through opt-outs and quiet hours, and off until you switch it on. 4. Your rep #### Makes the call When they answer, with the last conversation on screen. Checked here - Off until you switch it on - Opt-outs and quiet hours - Stays on Home until done Flags ## What gets flagged, before you make an offer. Each flag comes from the papers or the conversation. A flag is a question for your acquisitions rep, never a message to the seller. - ### Thin equity What's owed leaves too little room under your maximum offer. - ### Several liens More than the mortgage on the property. - ### A title cloud An heir, an old lien or a name that doesn't match. - ### Seller not on title The person you're talking to can't sign. - ### Tenant in the house A lease, and when it ends. - ### Flood zone Noted from the papers or what the seller said. - ### Behind on payments A pre-foreclosure date that sets the timeline. - ### Repairs over budget More work than the spread allows. - ### Asking over your maximum The seller's number above the offer that works. - ### Told against the papers What they said is owed against what the statement shows. Where a deal can land 1. 1 **Wholesale assignment** The spread covers your fee; assign the contract. 2. 2 **Double close** Buy and sell the same day. 3. 3 **Novation or listing** More room on the retail side than for a cash buyer. 4. 4 **Creative finance** Take over the payments or let the seller carry it. 5. 5 **Pass for now** A callback on the day they gave. Documents ## Every paper, asked for once. Tala and your reps see the same list. When something comes in, she says what arrived and asks only for what is still missing. From the seller - Photos *In* - Mortgage statement *In* - Tax bill *In* - HOA statement *Missing* Tala Thanks, got the photos and the mortgage statement. Is there an HOA? If so, a recent statement would help. - ### Photos and video Every room, the roof and the outside. - ### Mortgage statement or payoff What's owed and to whom. - ### Property tax bill And whether anything is behind. - ### HOA statement Dues and anything owed. - ### Title or probate papers Who can sign. - ### The lease When a tenant is in the house. - ### Signed purchase agreement From your template, signed on a link. On screen ## What your rep sees, on the lead. Drawn from the app's layout. The property, the seller and every figure are an invented example. Numbers **1418 Alder St · Ruth Calloway** Absentee owner · inherited · vacant Activity Numbers Contract Deal Ready to offer Wholesale assignment Owned free and clear, vacant, the seller is on title, repairs within budget. After-repair value **$312,000** *From 4 comps you added* Repairs **$46,500** *Roof, kitchen, flooring* Maximum offer **$171,900** *70% of value, less repairs* Owed **$0** *Owned free and clear* Exit Wholesale assignment *Reached* *The spread covers your fee* Novation *Maybe* *Seller open to listing* Creative finance *Not reached* *No loan to take over* Ask them Is anyone else on title from the estate? Any open code violations with the city? Missing Photos and video Probate papers Signed purchase agreement 9:41 TalaLevel *now* **Ready to offer: 1418 Alder St** Wholesale assignment · up to $171,900 Home · Callbacks today **Dennis Marsh · 77 Pine Ct** Said “call me after the tenants move out” · Dec 1 What you get ## Part of it runs the day you sign up. The rest is set up for you. You don't configure the industry parts yourself. A TalaLevel representative sets them up in your workspace, around how your floor already works, and hands it over running. Runs today - Leads from imports, texts, calls, your website form and the API - Texting from your own numbers, with the carrier registration done with you - Tala answering, qualifying, following up and booking calls, each switch off until you turn it on - The power dialer, recordings, transcripts and call notes - Joey, the AI caller, on Scale - Statuses that follow the conversation, hand-overs, callbacks and pushes - Deals and each rep's commission, taken back on a cancel if that is your rule - Contracts from your own templates, signed on a link Set up for you - The papers reader: payoffs, tax bills, HOA statements, leases - Your offer formula and repair costs - Every flag above, and your exits - Sending deals to your buyers, with their offers back on the lead By plan ## Every plan runs the floor. Pick by how you sell. | | Dialer | Pro | Scale | | --- | --- | --- | --- | | Lines dialed at once | 1 | 3 | 10 | | Texts a seat a month | Not included | 2,000 | 6,000 | | Tala answers and follows up | Not included | Included | Included | | Joey, the AI caller | Not included | Not included | Included | | Coaching: listen, whisper, take over | Not included | Not included | Included | | Price a seat | $47 a month | $97 a month | $247 a month | Full prices are on the [pricing page](https://talalevel.com/pricing/) . See also [sales texting](https://talalevel.com/sales-texting/) , [Tala, the AI sales assistant](https://talalevel.com/ai-sales-assistant/) and [Joey, the AI caller](https://talalevel.com/ai-caller/) . Questions ## Questions from investors. Straight answers. ### Is TalaLevel a CRM for real estate wholesalers? Yes. It runs the whole process: lists texted and dialed, sellers answered by Tala, photos and papers collected, the maximum offer worked out, the purchase agreement signed on a link, and the fee and each rep's share kept. ### Can I import skip-traced lists? Yes. Import a spreadsheet and TalaLevel matches the columns, with every phone number on the owner kept on the lead. ### Does Tala answer sellers at night? Yes, if you switch her on. Her replies to a seller who writes in can go at any hour; her own follow-ups keep to 7am to 10pm in their time zone. ### Does it work out the maximum offer? Yes, set up for you. Your formula, your repair costs and the comps you add give the maximum offer on the lead. ### Does it pull comps on its own? No. The after-repair value comes from the comps you add to the lead. ### Can sellers sign the purchase agreement on their phone? Yes. The agreement is filled from your own template, the rep can edit the wording for that deal with every edit recorded, and the seller signs on a link. ### Can I send deals to my cash buyers? Yes. Your buyers list can be texted from your own numbers, and with the deal stage set up for you, their offers come back side by side on the lead. ### Does it split the fee between reps? Yes. Each deal records who closed it and their share, worked out in the month it closed, and taken back if the deal falls through, if that is your rule. ### What does “Set up for you” mean? A TalaLevel representative configures those stages in your workspace for you: the document reader, your rules and lanes, your forms and where files go out. You don't build or configure anything yourself. ### Can my reps dial lists from it? Yes. The power dialer rings up to 10 lines at once on Scale, 3 on Pro and 1 on Dialer, and every call is recorded, transcribed and filed on the lead. ### How much does it cost? Dialer is $47 a seat a month, Pro $97 and Scale $247, with a 7-day trial. Texting and Tala start on Pro; Joey, the AI caller, is on Scale. ## Your next lead texts back tonight. Be there. [Start your 7-day trial](https://app.talalevel.com/signup?plan=pro&interval=month) [Talk to Joey](https://talalevel.com/#talk)