Use Case · Dispositions

How Dispositions Works Inside DataSift.

After working alongside 250+ investors running six and seven-figure operations, we built the dispositions workflow that moves every deal from signed contract to closed — and logs every dollar on the way out.

Start your Free Trial

Schedule a Demo

How Deals Close Inside DataSift

Dispo is an easy process for Sift users, our default account is built so you can handle large deal flow and multiple exit strategies with automations and accurate data tracking

Deal Arrives

Execute the Exit

2.1

Execute the Exit

2.2

Execute the Exit

Close and Log

STEP 01 / 03

Step 1

Deal Arrives

A signed contract handed off from Acquisitions. The deal is real. Now it needs to move.

Contract signed in Acquisitions → Under Contract status fires → card moves to the Transactions Board automatically. Dispositions Coordinator receives a Process Contract task. No emails. No Slack messages. No "did you get that one."

Once the property is under contract the transactions coordinator continues finalizing closing steps to get the property closed.

Meanwhile the dispo team adds the property to the desired SiftLine Board(Flip, Wholesale, Rental, etc..)

Next step

STEP 02 / 03

Step 2

Wholesale

The deal is priced and routed. Now close it.

Wholesale

Activate your buyers list → filter by buy box: market, price range, property type, past purchases. Send the deal to the right buyers — not everyone.

You can call, email and text your buyers right inside DataSift through our integration partners.

Receive offers → log each one → select the buyer → update to Buyer Found → sequence fires: assignment agreement task created, closing attorney notified.

If a buyer backs out → update the offer status → next buyer task fires automatically. The deal moves back into Buyer Activating. It never stalls.

Next step

STEP 02 / 03

Step 2.1

Flip

The deal is priced and routed. Now close it.

Flip

Scope the rehab → log contractor bids and repair line items in custom fields. ARV and projected profit visible at all times.

Update status through In Rehab → Listed as the project moves. Tasks fire at each phase so no step gets skipped.

Coordinate with your agent or list direct. Every offer on the flip property logged on the record.

Next step

STEP 02 / 03

Step 2.2

Rental

The deal is priced and routed. Now close it.

Rental

Scope work and coordinate with property manager directly from the record.

Track tenant placement: Scoping → Rented → Occupied. Cash flow and PM contact logged in custom fields.

Once occupied, the deal closes. Profit logs. Record stays active for long-term portfolio tracking.

Next step

STEP 03 / 03

Step 3

Close and Log

The exit is executed. Close it, log it, learn from it.

Assignment signed or closing complete → update to Closed on the Transactions Board → card removes from the active board automatically. Profit logs from data already on the record: purchase price, total expenses, assignment fee or sale price, net profit.

Every deal closed is a data point. Filter closed deals by source, exit type, list, and profit range. The deals that are working tell you exactly where to spend your next dollar.

Deals that don't close update to Fell Through → card auto-removes from the active view → task fires to review what happened. The seller's record stays active. A future price drop, a change in motivation, a referral — it all connects back to the same record.

Reverse engineer every close. What list did it come from? What was the days-to-close? What was the actual net after expenses? That's your playbook. DataSift holds it permanently.

Next step

The Dispositions Toolkit

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

Filter Presets

Filter through your data to find exactly what you're looking for

Default Build

Statuses, tasks, boards, and automations are set up before you log in.

Transactions Board

We are going to combine the transactions, wholesale, flips and rentals cards into just Siftline BoardSiftline is where your wholesale, flips and rental boards exist so you can see where every deal is in the dispo process.

Wholesale Board

Visual pipeline: Deal Arrives → Buyer Activating → Buyer Found → Assignment Signed → Closed. Sequences fire at every status change.

Flips Board

Visual pipeline: Deal Arrives → Scoping → In Rehab → Listed → Under Contract → Closed. Task presets built for each phase.

Rentals Board

Visual pipeline: Deal Arrives → Scoping → Rented → Occupied. PM contact, lease status, and cash flow tracked in custom fields.

Phone Book

Add in your buyers list and buyer info into the phone book.

Task Presets

Process Contract, Activate Buyers, Follow-Up Buyer, Execute Assignment, Rehab Scope, Rehab Check-In, Close and Log. The coordinator never decides what's next.

Sequences

Automations tool so you can automate your task creation and team member handoffs in the dispo process

Activity Log

Every call, offer, update, and status change stamped to the deal permanently. Full history from acquisition to close.

Custom Fields

ARV, repair estimate, target assignment fee, buyer name, closing attorney, lender, PM contact. Every deal detail on the record — not in a spreadsheet.

Dashboards

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

Property Statuses

Deal Arrives → Buyer Activating → Buyer Found → Assignment Signed → Under Contract → Closed → Fell Through. Every deal always has a status. Every status always has a next task.

Owner Records

Review the property owner to see if they have other properties in their portfolio that you may be able to acquire.

Dialer Integrations

Ready Mode, Smart Dialer, Call Tools, Smarter Contact, Kixie. Real-time disposition sync.

From the operators

How Real Dispo Teams Move Deals Inside DataSift.

DataSift helps dispositions teams focus on what matters most: getting every deal in front of the right buyer at the right time. With investor data, buyer insights, and deal marketing tools in one place, your team can move inventory faster and maximize profit on every contract.

Excellent

4.3 / 5

269 reviews on Trustpilot

269+ stories

Long-tail follow-up pays

"Forgot to run our 'Not Interested' campaign in October. Finally ran it this month — BAM, locked one up from Lead to Under Contract in 30 minutes.$20K pop coming in."

Percy Yearleque

Quarterly rehash · $20K

40k in 5 days

"SIFT continues to help us stay consistent, organized and in business!! 40K in 5 days with the powers of follow up on Siftline board…"

Mara Garcia

Switched from Podio

Long-tail follow-up pays

"I did my first rehash campaign last month and got a contract. lol."

Christian Hernandez

First rehash · contract

$200K Single deal · probate

"Today we closed on a $200K profit FTM cold-call probate lead. Last Thursday, $83K from a direct-mail foreclosure deal. Gone through a lot of BS marketing/systems training — by far the best."

Aaron Sanchez

Cold caller · Florida

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

Browse case studies

Coming from another CRM?

Most CRMs hand youan empty box. DataSift ships the ‍box assembled.

You aren't just paying for a database. You're paying for a sales & marketing CRM that can run your entire company.

Start your Free Trial

Schedule a Demo

"I came over from Podio. Best choice I ever made."

JD Monroe

"I moved over from Podio back in 2023. It's not ahard transition. Pretty simple."

Cesar Rios

Looks like we're getting off the Propstream bandwagon this week like everyone else... probably been 2 years since we've pulled more than 10k records off our account 🤣😅 Lets dive into these new Sift updates.

McKlane Bobbitt

With PropStream and REsimpli, I knew who I wanted to market to, but I didn't have an easy way to repeatedly market to them. I knew most sellers wouldn't respond to the first mailer, but consistently hitting them three or four times wasn't easy to manage.

Operator · GA

Common questions about Lead Management.

Real objections from real operators on real demo calls. Short answers.

Does DataSift work with my dialer?

Yes. Ready Mode, Smart Dialer, Call Tools, Smarter Contact, Aircall and Kixie connect directly. A wrong-number disposition in the dialer flips the phone status in DataSift in real time. A new-lead disposition fires the full Call New Lead sequence. Other dialers connect through CSV upload or Zapier.

I'm coming from Podio, REsimpli, or Go High Level. Why switch?

Every CRM needs someone to move leads where they belong. The difference is what catches the misses. Most CRMs hand you an empty box and tell you to build it. DataSift ships with the workflow assembled — boards, statuses, tasks, and 26+ automations already wired. You're not paying for a database. You're paying for the system that already runs your lead management.

I have too many leads. Don't I need drip campaigns for my warm and hot leads?

Drip campaigns are for ghosting leads and not-interested follow-up. Never for warm or hot. Warm and hot get a human call, every time, on a tempo set by when the seller will sign.

Won't I need to hire an acquisitions person to keep up?

Most operators give away 20% of their revenue solving an operational problem with a hire. A trained lead manager working the default build prevents that hire for a long time. Bring in an acquisitions specialist when your lead manager is buried in qualified follow-up that's converting — not before.

Will my team actually use this?

Your lead manager works six filters every day:

Call New Leads
Unqualified Overdue
Unqualified Due Today
Qualified Overdue
Qualified Due Today
Leads Missing Task

When all six are empty at end of day, the day is done. No guessing. No drowning. No leads sitting where they shouldn't.

What happens to leads we never reach?

‍"For every hundred ghostings, I could probably pull another two deals at minimum a year out of them. That could be worth a hundred grand to my company every year."
‍

You don't lose leads. You stop spending your lead manager's day on the ones who aren't talking back.

How long does setup take?

Your account ships with the lead management default build already wired. Boards, statuses, tasks, automations — ready on day one. Add your team, import your data, and your lead manager can start working leads the same afternoon.

Can I customize it?

Yes, but don't. Not at first. Run the default for 60 days. Prove your team has the discipline. Then extend. Most operators who break their CRM do it in the first 30 days by trying to make it "smarter."

Start your Free Trial

Schedule a Demo