Use Case · Acquisitions

How Acquisitions works inside DataSift.

After working alongside 250+ investors running six and seven figure operations, we built the acquisitions workflow that keeps every offer moving from Lead Management handoff to signed contract.

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How Offers Move Through DataSift

From the moment a lead is ready for an offer to the moment it hits the Transactions Board every step is tracked, every offer is followed up with.

New Offer Phase

Offer Follow-Up Phase

Contract Phase

STEP 01 / 03

Step 1

New Offer Phase

A qualified lead is passed from Lead Management and ready for an offer.

Lead Manager moves the record to "Send to Acquisitions" column on the SiftLine Board.

A Sequence fires automatically → The property card lands on the Acquisitions Board with a Make Offer task already assigned.

Acquisitions opens the record and reviews the activity log and reviews last sale, AI score, equity, and owner profile are already on the record.

Now Acquisitions can run comps in SiftMap and in the Sold Properties tab

Acquisitions makes offer. Offer get logged in DataSift → activity log stamps date, time, and amount automatically.

Next step

STEP 02 / 03

Step 2

Offer Follow-Up Phase

An offer is out. AQS works it to a decision with consistent follow-ups.

Seller says "let me think about it" → Update offer to Considering → Day 1 follow-up task fires automatically.

Follow up days 1, 2, 3, and 5. Call or text each time. If they need more time apply the task, change the due date.

Offer rejected → Update to Rejected → task auto-creates for Lead Manager to recycle the record back into the lead cycle.

No decision after one week → contract expires. Restart the offer. The record never disappears.

Keep contacting every open offer until the contract is signed.

Next step

STEP 03 / 03

Step 3

Contract Phase

Seller verbally accepts. The system routes the deal to Transactions.

Verbal yes → Update offer to Accepted. Sequence fires contract follow-up tasks until signed.

Contract signed → Update to Under Contract → the sequence takes over: the card moves to the Transactions Board, the Process Contract task is created and assigned to the Transactions Coordinator.

From Transactions board, route the deal to the preferred exit strategy board.

Activity log captures the full sales history: every offer, every follow-up, every call — forever. Your team sees exactly what it took.

Deal profit tracked inside DataSift: agreed price, expenses, deal type (wholesale, flip, listing, JV) → finalized at close.

Next step

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Your Acquisitions Toolkit

These tools exist to make Acquisitions clean, efficient and profitable. Using these will ensure your company is completely organized.

Default Build

Six SiftLine boards (Lead Management, Acquisitions, Transactions, Wholesale, Flips, Rentals), task presets, sequences, and filter presets ship pre-wired before you log in.

SiftLine Boards

Visual pipeline for Leads Management, Acquisitions, and Transactions.

Filter Presets

Eight default AQS filters: Make Offer (FTM, Carrot, Vacant, Bulk), Offer Follow-Up (due today), Offer Follow-Up Overdue, No Tasks, Offer Rejected.

Offer Tracking

Log every offer on every record. Status moves through Considering → Accepted → Rejected → Under Contract. Track conversion patterns over time.

SiftMap

Nationwide data so you can pull lists, run comps and find your buyers.

Sold Properties

See what's selling, who's buying and what they paid

Tasks

Created and deleted automatically as leads move between phases. Fully customisable.

Sequences

Automations Triggered by status changes and board moves. Fire tasks automatically, loop offer follow-ups, and hand off to Transactions the moment a contract is signed. No lead is ever left without a next action.

Activity Log

Every offer, follow-up, and conversation stamped to the record permanently. No offer gets lost. No AQS can say they called when they didn't.

Dashboard

DataSift's KPI tracking tool so you can see everything going on in your company.

Property Statuses

Cold, Warm, Hot, Under Contract. AQS always knows the temperature of every record they're working.

Dialer Integrations

Ready Mode, smrtPhone, Call Tools, Smarter Contact, Kixie, Aircall. Real-time disposition sync.

Custom Fields

Store specific info your business needs so every property, lead, and deal fits your process.

AI Data

Predictive scoring surfaces which records are most likely to be a deal. Spend your time where the probability is highest.

Owner Records

Learn about your owners and their portfolios.

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From the operators

How real acquisitions teams close deals inside DataSift.

The acquisitions setup wasn't built in a vacuum. It was shaped by working alongside operators closing 3, 8, and 16 deals a year — watching every step of what worked.

Excellent

4.3 / 5

269 reviews on Trustpilot

269+ stories

3 Deals/mo

"Right now it's just me and an admin VA. We're consistently closing 3 deals per month."

Kip McCray

Solo + 1 admin VA

15 Contracts In 1 Month

“14 contracts this month. 15 if this guy signs tomorrow in person. All FTM. All cold calling.”

Quentin Jivery

Florida Investor

6 Contracts 10 Days

“Deep prospecting is the way to go. 6 contracts in 10 days, 38.4k average spread.”

Jeremy R

Deep Prospecting

3 Deals In 1 Week

“Motivated sellers are abundant, I just locked up 3 in the past week”

Kevin H

Florida Investor

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Common questions about Acquisitions.

Real objections from real operators on real demo calls.

How does a record get to me as an AQS?

The Lead Manager qualifies the lead, gathers motivation, and moves the card to "Send to Acquisitions" in the SiftLine board. The moment that card moves, a sequence fires: the Make Offer task is created, assigned to the AQS, and the card appears on the Acquisitions Board. The AQS doesn't set anything up. They open their Make Offer filter in the morning and it's already there.

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For teams with multiple AQS people, tasks can be round-robin assigned so work distributes automatically across the team.

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How many Acquisitions people do I need?

Fewer than you think. One dialed-in AQS inside DataSift can handle five or more offers a day. Before you hire a second AQS, hire a Lead Manager first — and make sure your first AQS is hitting their daily offer quota. The default build handles the prioritization, the follow-ups, and the handoffs. The person handles the conversation.

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What if my AQS doesn't follow the system?

The Activity Log keeps everyone honest. Every offer, every follow-up, every call is stamped to the record. The Offer Follow-Up Overdue filter and No Tasks filter catch anything that fell through. The Lead Manager owns every lead — even while it's in AQS hands — and has every right to hold the AQS accountable for overdue tasks.

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What's the offer follow-up cadence?

Make the offer on Day 0. Follow up Day 1, Day 2, Day 3, then Day 5. Call or text each time. If the seller needs more time, apply the task and change the due date — don't skip it. If there's no decision after one week, the contract expires and you restart the offer. Keep mailing the record until a contract is actually signed.

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What does "Seller Considering" mean?

It's the offer status between "made" and "accepted or rejected." When a seller says they need time to think, update the offer to Considering and let the follow-up sequence run. It keeps the record visible in your Offer Follow-Up filter, tracks the offer against your KPIs, and makes sure no open offer sits without a next action.

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How do we learn from rejected offers?

Tag rejected offers with "Review Rejected." At the end of every week, filter by that tag and do a call review with a team member. Once reviewed, swap the tag to "Reviewed Rejected." Over time you'll see patterns — objections you can handle differently, deal structures you're not using. Closing more deals starts with understanding why you're losing them.

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Should I automate the offer follow-up tasks right away?

Not yet. Run the manual process first. Get consistent. The goal is to show up every day and do the work until it becomes second nature — then add the automation as a reward for the consistency, not a shortcut around it. One sequence worth adding early: auto-attach a Make Offer task when a card moves to the Make Offer phase. Everything else, do manually until you've built the habit.

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What about the deals I lose — are they gone?

No. Rejected the offers recycle to Lead Management for nurture. No-decision records stay in the system with follow-up tasks.

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Won't this take weeks to set up?

No. Your account ships with the Acquisitions Board, Task Presets, Sequences, and all eight Filter Presets already wired. Add your team, pull your first list from Lead Management, and you're making offers the same afternoon.

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