6.0 Masterclass on "From Contract to Sold: How to Dispo Deals with REsimpli"_Oct 8

Thursday, October 8, 2026. Sharad Mehta and Tyler Scott hosted the Dispo Masterclass webinar at 1:00 PM Pacific / 4:00 PM Eastern.

00:04:46 — Tyler's five-step dispo framework: contract handoff, know your buyers, get it in front of buyers, work the offers, close and collect

00:05:01 — Transaction pipeline automations assign tasks to the dispo team when a lead moves to under contract

00:07:26 — Dispo website setup: separate domain from acquisition, publish deals with photos, documents, and open house dates

00:19:13 — Email and text blasting buyers: use an email template with the property photo linked to the dispo website

00:19:41 — Buyer list management: track each buyer's buy box (property type, price range, areas) and update after every conversation

00:33:20 — Cash buyer search finds buyers by zip code and purchase price range with skip tracing, calling, and texting built in

00:38:09 — Finding buyers outside the CRM: Facebook groups, foreclosure auctions, cold calling agents, bandit signs, and list trading

00:41:59 — Working offers through the dispo tab: interested, offer submitted, under review, accepted stages

01:02:46 — Dispo automations for buyer follow-up and day-based versus delay-based scheduling explained

01:18:08 — Dispo inquiries coming in one to two weeks, multiple A2P DBAs coming later this year, and automation start delay is the top requested change

01:22:06 — Tomorrow is an office hours call; next week Tuesday and Thursday are webinar-style masterclasses

Tyler shared a PDF checklist with his five-step framework for taking a signed contract through to a closed sale.
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Step one is the handoff: when a lead moves to under contract, the transaction pipeline automations assign tasks to the dispo team (or to yourself as a solopreneur).
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Step two is knowing your buyers: keeping a current list with each buyer's buy box, preferred property types, and price ranges.
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Step three is getting the deal in front of those buyers through the dispo website, email blasts, text blasts, and the cash buyer search.
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Step four is working the offers that come back through the dispo tab.
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Step five is closing: sending the assignment contract through eSign and collecting the assignment fee (00:05:19).

​Q: What is the recommended dispo workflow in REsimpli 6.0?
​A: Tyler's five-step framework: (1) take the handoff when a lead goes under contract, (2) know your buyers and their buy boxes, (3) get the deal in front of buyers via the dispo website, email/text blasts, and cash buyer search, (4) work the offers through the dispo tab, (5) close with eSign and collect.

Tyler demonstrated setting up a status-change automation on the "under contract" status. When a lead moves to under contract, the automation creates tasks for the transaction coordinator (pull title, order inspections) and the dispo manager (publish deal to website, blast buyers). For solopreneurs, these tasks go to yourself but still prevent deals from falling through the cracks as volume increases (00:05:48).

Path: Automations > Lead Status Change > Under Contract > Add Task

​Q: How do I automatically assign dispo tasks when a deal goes under contract? A: Create a status-change automation on the "under contract" status. Add task steps for your TC and dispo manager (or yourself). Tasks are created the moment the lead enters that status.

Tyler walked through publishing a deal to the dispo website. He showed how to add photos (even Google Street View screenshots if no boots-on-the-ground photos are available), upload documents (inspection reports, appraisals, open house flyers), set an open house date with a time window, and configure a minimum acceptable offer so buyers can only submit above that amount. When multiple offers exist, a badge on the property tells buyers there are higher offers without revealing the amount (00:13:06).

Tyler recommended using a dedicated REsimpli number as the dispo contact number. When a buyer calls that number, the system automatically creates a new buyer profile or updates an existing one, keeping all communication on record.
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He emphasized using a separate domain for dispo (for example, 504wholesalehomes.com) and never using the same website as acquisition. Both websites run under one A2P registration (00:16:51).
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Path: Deals > [select deal] > Update and Publish Path: Settings > Communication > Manage Numbers (for dispo number)

​Q: Should I use the same website for acquisition and dispo?
A: No. Use a separate domain for dispo. Both websites run under one A2P registration. A subdomain (deals.yourbrand.com) also works. The dispo website is included free with REsimpli.

​Q: How does the minimum acceptable offer work on the dispo website?
A: Set a minimum price when publishing the deal. Buyers can only submit offers at or above that amount. If multiple offers exist, a badge tells buyers there are higher offers without revealing the price.
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Q: What happens when a buyer calls the dispo number on the website?
A: If they are not in your system, a new buyer profile is created automatically. If they already exist, their profile is updated. All communication stays on record.

Tyler demonstrated his email blast workflow. He selects all buyers, opens the email blast tool, loads a saved template, replaces the photo with the new property image, updates the price, and pastes the dispo website URL behind the photo so clicking it opens the property page. He recommended keeping the email minimal because once sent, it cannot be edited, whereas the dispo website can be updated at any time. For multi-market operators, filter the buyer list by area before blasting. Tyler also texts and emails realtors in the area, who share the deal with their own buyers, naturally growing the list (00:19:32).
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Path: Buyers > Select All > Email Blast > [load template] > Edit Email

​Q: How do I email blast a deal to my buyers list in REsimpli?
​A: Go to Buyers, select all (or filter by market), choose Email Blast, load your saved template, swap in the new property photo and price, paste the dispo website link behind the photo, and send.

​Q: Should I put all the deal details in the email or keep it minimal?
​A: Keep the email minimal with a photo, price, and a link to the dispo website. You can update the website anytime, but you cannot edit a sent email.

Tyler showed the buyer profile where each buyer's buy box is stored: property types they want (single family, multi-family, land), price range, and target zip codes or areas. He emphasized updating the buy box after every conversation so when a new deal comes in, you can filter your buyer list by criteria and reach the right buyers first. Tyler's personal list grew to approximately 2,000 buyers organically, and he then traded lists with another wholesaler to reach 4,000 (00:20:02).

​Q: Where do I track what my buyers are looking for in REsimpli?
​A: Each buyer profile has a buy box section where you can set property types, price range, and target areas. Update it after every conversation so you can filter and match buyers to deals quickly.

Tyler demonstrated the cash buyer search tab. Enter a zip code and optionally a purchase price range to find investors who have recently bought in that area. Results include the buyer's name, address, and multiple phone numbers (skip traced). You can call or text directly from the tab. Skip traced numbers are not always accurate, so Tyler recommended verifying by calling.
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For single-line dialing a small list of 30 buyers, one phone number per contact is sufficient. Agents will be added to the cash buyer search soon so users can also reach listing agents who recently sold nearby (00:38:19).

Path: Cash Buyers > Enter Zip Code > [optional price range] > Search

​Q: How do I find cash buyers in my area using REsimpli?
​A: Go to the Cash Buyers tab, enter the zip code and optionally a purchase price range. The system returns investors who recently bought in that area with skip-traced phone numbers. You can call or text directly from the results.

​Q: Will REsimpli add agents to the cash buyer search?
​A: Yes. Agents who recently sold properties in the area will be added soon, so you can reach them and ask if they have active buyers.

Sharad and Tyler shared their buyer-finding strategies beyond the CRM. Sharad recommended local Facebook investor groups and attending foreclosure auctions where attendees are verified cash buyers. Tyler built his list to 2,000 through free investor meetups, cold calling agents, direct mail to buyers, and bandit signs ("cheap house, $32K"). He then traded lists with another wholesaler to double his list to 4,000. Tyler noted that some of the biggest brokers are also active buyers; one cold call to a New Orleans broker led to dozens of closed deals. Both emphasized that quality matters more than quantity: 15 to 20 reliable buyers close 90 to 95 percent of deals (00:41:00).
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Q: How do I build a buyers list if I am starting from zero?
A: Attend local foreclosure auctions and investor meetups to find verified cash buyers. Cold call agents who recently sold in your area. Post in Facebook investor groups. Use bandit signs. Once you have a list, consider trading with another wholesaler in your market to double it.

​Q: How many buyers do I actually need?
A: Quality matters more than quantity. Sharad noted that 15 to 20 reliable buyers close 90 to 95 percent of his deals.

Tyler showed how offers flow into the dispo tab of each deal. When a buyer submits through the website or inquires about the property, it appears in the dispo tab. Buyers move through stages: interested, offer submitted, under review, and accepted. Once accepted, the assignment contract can be sent through eSign directly from the dispo tab. Tyler also showed how to manually add a buyer to a deal if the conversation happened outside the system (00:44:03).
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Path: Leads > [select deal] > Dispo Tab > [manage buyer stages]

​Q: Where do I see offers on my deal in REsimpli?
A: Go to the lead detail for the deal and open the Dispo Tab. All buyer inquiries and offers appear there. Move buyers through the stages (interested, offer submitted, under review, accepted) as the deal progresses.

​Q: Can I send the assignment contract from REsimpli?
A: Yes. Once a buyer is accepted in the dispo tab, you can send the assignment contract through eSign directly from within REsimpli.

Tyler built a live dispo automation: when a deal moves to "under contract," it sends an email blast on day zero, a text blast two days later, and a follow-up text four days later. Sharad explained the difference between the two scheduling modes. Day-based scheduling assigns each step to a specific calendar day; if that day falls on a weekend or public holiday, the step is skipped entirely. Delay-based scheduling sets each step as a delay from the previous one; if a step would land on a weekend or holiday, the entire sequence shifts forward and no step is skipped. Sharad recommended delay-based to avoid missing steps. He also acknowledged the naming is confusing and said the team may add tooltips to clarify (01:12:28).

​Q: What is the difference between day-based and delay-based automation scheduling in REsimpli?
A: Day-based assigns each step to a specific calendar day. If that day is a weekend or holiday, the step is skipped entirely. Delay-based sets each step as a delay from the previous one. If it lands on a weekend or holiday, everything shifts forward and no step is missed.

​Q: Which scheduling mode should I use for automations?
A: Sharad recommends delay-based because it pushes steps forward instead of skipping them. Day-based can cause missed steps if they fall on weekends or holidays.

​Q: Can I set the first step of an automation to fire immediately?
A: Yes. Set the first step to day zero (day-based) or zero delay (delay-based) and it fires as soon as the automation is triggered.

Sharad confirmed that the dispo website currently only accepts offers, not general inquiries. A toggle to allow inquiries alongside offers is coming in one to two weeks. Multiple A2P registrations per account (one DBA for acquisition texting, one for dispo texting) are coming later this year; contact Jewel for current A2P questions. The most requested automation change is the ability to add a start delay (for example, wait 24 hours before firing the first step), which is being worked on (01:18:49).
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Q: Can buyers inquire about a deal without submitting an offer on the dispo website?
A: Not yet. Currently only offers are accepted. A toggle to allow general inquiries alongside offers is coming in one to two weeks.
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Q: Can I have separate A2P registrations for acquisition and dispo texting?
A: Not yet. Multiple A2P DBAs per account are coming later this year. For now, contact Jewel at REsimpli for A2P setup questions.

​Q: Can I add a delay before the first step of an automation fires?
A: Not yet. This is the most requested automation change and is being worked on. Currently the first step fires immediately when the automation is triggered.

Points to Remember: