Building your buyer list

Your buyer list is one of the most valuable assets in your wholesale business. DispoStack helps you capture each buyer's exact purchase criteria so you can match them to deals quickly.

Adding a buyer

1. 1Go to Buyers in the left sidebar.
2. 2Click New buyer in the top-right corner.
3. 3Fill in the buyer's name (required), phone, email, and status.
4. 4Set their buy box — this is the key part:

- Locations — enter cities separated by commas (e.g., "Phoenix, Scottsdale, Tempe") - Property types — check all types they buy (SFR, multi-family, land, etc.) - Budget min/max — their price range in dollars - Rehab tolerance — how much work they're willing to take on - Cash available / POF on file — check if applicable

1. 5Click Save buyer.

Team notes vs. general notes

Every buyer's detail page has two kinds of notes, for two different jobs:

• Team notes — a dated trail with the teammate's name and the exact time they left it ("talked to him today, only wants duplexes under $300K"). Post one after every meaningful call so the whole team sees the latest without asking around. You can delete your own notes; each added note is also recorded in the buyer's activity log.
• General notes — the standing scratchpad on the buyer record itself: buy-box quirks, preferences, anything that stays true over time.

Rule of thumb: if it has a "today" in it, it's a team note; if it'll still be true next month, it's a general note.

Buyer statuses

The location field

Enter locations as a comma-separated list of city names. Be consistent — use the same spelling you'd use in property addresses. The system matches buyers to deals using a contains check against the city field, so "Phoenix" will match a deal in "Phoenix, AZ".

Folders & Favorites

Organize your buyer list with folders, shown as a rail on the left of the Buyers page (it collapses into a dropdown on narrower screens):

• ⭐ Favorites — click the star on any buyer row, or on a buyer's detail page, to add them to Favorites. Click it again to remove them.
• Custom folders — click + next to Folders to create one (2-40 characters). Click a folder to filter the list down to just its buyers. Hover a folder for Rename and Delete — deleting a folder only removes the folder itself, every buyer stays in your list. Folders are account-wide labels, so deleting one never touches contacts or any other record that happens to share the same name.
• Imports — every batch you bring in through Import shows up here automatically as its own read-only group, so you can always see (and filter to) exactly what a given import added.
• Select several buyers with the checkboxes, then use Add to folder… in the toolbar that appears at the bottom to move a whole batch into a folder at once.

Importing a cash-buyer list

If you have a property/ownership export (a spreadsheet of properties, with the owner's name and mailing address as columns), you can bulk-import it as buyers instead of adding them one at a time.

1. 1Go to Buyers in the left sidebar.
2. 2Click Import in the top-right corner.
3. 3Upload your CSV file.
4. 4Match your file's columns to the right fields — owner name, mailing address, property city/

state, and property type. Common column names are matched for you automatically; fix any that didn't map correctly.

1. 5Review the summary, name the batch, and click Import.

Why the numbers don't match your row count

An ownership export lists properties, not buyers — the same owner often appears on many rows (an investor who owns 40 rentals shows up 40 times). The import automatically rolls those rows up by owner, so a file with 1,480 property rows might become roughly 700 unique cash buyers. Each buyer's buy box (locations and property types) is built from every property they own in the file, and a property count is added to their notes.

The import also skips owners you already have — it checks the owner's name and mailing address against your existing buyer list before adding anyone, so importing the same file twice won't create duplicates.

No phone number yet — and that's expected

Ownership exports don't include phone numbers or emails. Imported buyers land in your list with a mailing address as their contact info — matchable in Buyer Map right away and ready to be included in mail campaigns. They are not added to any automatic outreach — getting phone numbers for these buyers (so you can call or text them) is a separate, optional step you take later, one buyer or list at a time, using Find Buyers' skip trace credits.

Undoing an import

Every import is a named batch. If something went wrong — a bad column mapping, the wrong file — open the import summary and click Undo to remove every buyer that batch added. Undo hides them the same way deleting a buyer does, so nothing is lost if you change your mind again.

Get a buyer's phone number (skip trace)

When a buyer has a mailing address but no phone or email — the usual case right after an import — you can look up their contact info from public records without leaving their detail page.

1. 1Open the buyer's detail page.
2. 2Click Skip trace under their contact info.
3. 3Confirm the address in the dialog. It's pre-filled from the buyer's mailing address; fix the

street, city, or state if anything looks off, then click Skip trace.

1. 4If contact info is found, the buyer's phone and email are saved automatically (only when those

fields were empty — a skip trace never overwrites a number you entered yourself).

You're only charged when we find contact info — a miss costs nothing. Each match uses one skip-trace credit; the dialog shows your balance, and owners and admins can add credits right there if you run low. Tracing the same address again within a month is free.

Before you call or text, note the compliance flags. A number marked DNC (Do Not Call) or a person flagged as a litigator should not be contacted without documented written consent — the buyer detail page surfaces these so you don't accidentally text a number that shouldn't be texted.

Tag & organize your buyers

Tags are how you group buyers so you can find the right ones when a deal lands. They're shared across your workspace, so a tag means the same thing everywhere — just use the same spelling each time.

Add tags on a buyer's detail page, in the Tags box:

• Click a Quick add chip for the common ones (Fix & Flip, Buy & Hold, BRRRR, Creative Finance, and so on), or
• Type your own — for example a market like market:phoenix or how they pay like cash.

Give every buyer at least one tag for what they buy and one for where — that's what makes filtering useful.

Rank the buyers you work with most two ways, used together:

• VIP status — set a buyer's status to VIP for your true A-list. They show a gold VIP badge, and you'd typically send deals to them first.
• Tier — on the buyer's page, set Tier A, B, or C for finer ranking (A = proven closers, B = warm, C = cold/unproven). You can filter the list by tier.

Filter & bulk-tag on the Buyers list:

• Use the tag filter to show only buyers who have all the tags you pick — e.g. Fix & Flip and market:phoenix.
• Select several buyers (tick the checkboxes) and use Add tag in the bar at the bottom to tag them all at once.

Imported cash-buyer batches are automatically tagged with the import's name (like list:july-list), so you can filter to a whole import in one click.

Suggested matches

On any buyer's detail page, the Suggested matches card shows active deal rooms (in Evaluating, Under Contract, or Marketing status) where the property's city overlaps with the buyer's locations list.

This is a quick visual tool — not a full CRM blast. Use it to spot-check which deals might be right for a specific buyer before you make the call.

Filtering the buyer list

The buyer list supports:

• Status filter — show only active, VIP, or inactive buyers
• Location search — filter by city name (matches against buyers' location arrays)

Editing a buyer

Open the buyer detail page and click Edit buyer. All fields are editable. Save when done.

Quick actions, bulk edits, and deleting

Hover any buyer row and use the ⋯ menu to change their status or delete them. To act on several at once, tick the checkboxes (or the header checkbox for the whole page) and use the bar at the bottom to set a status or delete.

Only Owners and Admins can delete buyers. Deleting hides a buyer from your list rather than erasing them, and an Undo bar appears for a few seconds so you can restore them. You can also delete a buyer from their detail page.

Tips for a great buyer list

• Add buyers as you meet them — at meetups, on calls, anywhere
• Keep locations specific (city, not just "Phoenix metro")
• Update inactive buyers instead of deleting them — they often come back
• VIP tag your most reliable closers so they stand out
• Add proof-of-funds notes as soon as you have them — it speeds up deal assignments