KG Homes · Swift Close Homes

Acquisitions Rep Playbook

Your expectations, your day-to-day, and the exact steps from first contact to a clean handoff to Dispo. Read it once, then keep it bookmarked.

What's inside
  1. The role & the standard
  2. Your daily routine (start 9 AM)
  3. The deal flow (start → finish)
  4. Sending the PSA + welcome packet
  5. Contract Signed → TC → Dispo
  6. The "Send to Dispo" note
  7. Getting updated photos

1 The Role & the Standard

Your job: build trust with motivated sellers, lock the deal at the right number, and hand a clean, complete file to Dispo — fast.

Speed and follow-through win deals. The moment something moves, you move. A signed contract with no seller connection, or a Dispo handoff missing details, is a half-finished job. This playbook is the standard we all hold.

2 Your Daily Routine — Start at 9 AM

Work your day in this exact order. Hottest leads first, always — that's how you hit your numbers.

9:00 AM — before anything else

  1. Make sure your texts are sending. Confirm your outbound texts are actually going out. If they are NOT sending, let Korbin or Spencer know right away — don't just keep going, flag it.
  2. Check your calendar & look at your day. This is your list of past leads to circle back to, and any leads where the contract is sent but not signed — those need a nudge to get the signature.

Then work your pipeline — in this priority order

  1. Currently Underwriting — FIRST. These are your super hot leads. Call every single one — at least twice a day.
  2. Offer Made — follow up. See which ones are ready to sign and push them over the line.
  3. Call Today — follow up with everyone due today.
  4. New Lead / No Answer — daily outreach. Start reaching out to these and keep hitting them every day.
Daily Goals 150 calls  ·  5 offers
per day — scales with your account's volume

3 The Deal Flow — Start to Finish

Every deal runs the same path. Know it cold:

  1. Connect & agree on terms with the seller.
  2. Send the PSA through our app (this also auto-sends the seller a welcome packet).
  3. Get it signed — and the moment it's signed, call the seller to connect them with our Title Coordinator (Clyde).
  4. Move to "Contract Signed" in the pipeline → it auto-sends to TC after 5 minutes.
  5. Then "Send to Dispo" with the full note (Section 6) → confirm both transferred.

4 Sending the PSA + Welcome Packet

Send every PSA through our app — one place for everything

🔗 kg-pandadoc.srendon.workers.dev
✅ The welcome packet is automatic now. Whenever you send a PSA through the app, it also sends the seller a fully-built welcome packet. Just pick the brand — KG Homes or Swift Close Homes — and the matching welcome packet goes out to them automatically. You don't build or send anything extra.
KG Homes
Pick this brand → KG welcome packet auto-sends
Swift Close Homes
Pick this brand → Swift welcome packet auto-sends

Your job after the PSA goes out: connect them to Clyde (TC)

The welcome packet introduces the next step. From there, you set up the intro call with Clyde (our Title Coordinator):

  • Give the seller Clyde's information and let them know he'll walk them through title & closing.
  • Ask when they're available — that same day or the next — for Clyde to hop on a quick intro call.
  • Lock in that time so the deal keeps moving without a gap.
If the seller doesn't sign until the next day: the moment you see it signed, call the seller right away and connect them with Clyde. Don't wait — a signed contract with no TC connection is an open loop.

5 Contract Signed → TC → Dispo

This is the exact click order. Do it in this sequence every time:

  1. Move the opp to "Contract Signed" and leave it there for 5 minutes. The automation sends it to TC automatically.
  2. After it's gone to TC, then move it to "Send to Dispo" (with the full note — Section 6).
  3. Check that BOTH transferred over — that it landed in TC and in Dispo.
⚠️ If both did NOT transfer over — tell Korbin. Don't try to force it or re-drag it repeatedly. Flag it and Korbin will make sure the automation is working.
Reminder: "Contract Signed" is the trigger for TC — leave it in that stage the full 5 minutes before you move it to "Send to Dispo." Moving it too fast can skip the handoff.

6 The "Send to Dispo" Note

When you push a deal to Dispo, include this note — every field, every time. A complete file is what lets Dispo move fast.

ACQ → DISPO Acq Rep Name: ____________________ Closing Date: ____________________ Lock Box Code: ____________ (if any) Locked-Up Price: $ ___________________ ARV: $ ___________________ Estimated Rehab: $ ___________________ Condition of Property: __________________ Photos: (attach — ask the seller)

Missing a field slows Dispo down. If you truly can't get one, note why so nothing looks forgotten.

7 Getting Updated Photos (Ask the Seller)

Fresh photos help Dispo sell the deal — and they're a negotiation tool for you. How to get them:

Use photos as leverage

  • Offer the lowest number possible, then tell the seller that updated photos of the property might convince you to step your offer up. Now they want to send them.

If the seller can't get photos (out of town, etc.)

  • Explain that your offer is low because you have to pay contractors for a property inspection and a tasker to go take photos — costs that come out of your number. It justifies the low offer and often nudges them to find a way to get you photos anyway.