704-550-4014

Information Collection

Congratulations on making this investment in your business!

Soon, you will have the power of automation and high functioning organization at your fingertips.

Below is where you provide the information we need to build your system and integrate the third-party services that you use for your business. Also, you’ll find information about those services and links to sign up for any that you don’t already have an account for.

While a Premium Podio subscription is required for us to build your system, all other third-party options serve one or more functions within the system, so it is recommended that you sign up for the services so we can connect them. You’ll then have the option to take advantage of those functions within your system if you choose.

Enter your information below:

    Note: You can submit "NA" for any required fields which you don't have information to enter or that you do not want to use in your system

    Your Name*



    Your Email*

    Podio Information*
    Only the owner of the Podio Organization needs Podio Premium ($24/mo)


    If you have more than one Podio Organization, which one should we build in?


    Rightsignature Information*
    You only need the standard subscription ($12/mo)


    Rightsignature requires an Account Name to log in now - please go to your account to find this


    Clicksend SMS Information*
    This is a free account with an option to purchase a dedicated number ($3.50/mo). If you're using smrtPhone, you can enter "NA" here.


    If you have a dedicated number in Clicksend, please enter it below


    VoIP Information*
    Select the phone service you're using for business phone numbers



    We connect individual numbers to capture leads from incoming calls - if you have specific numbers you do or do not want connected, list them below

    Website Information (i.e. Investor Carrot)*
    Your Web Host might be Investor Carrot, Wordpress, Squarespace, etc., and your URL is the website that we're connecting to your system




    Melissa Data Information*
    This is paid data that is pulled to leads entered into your system - if you do not want automated property data, enter "NA" below


    Lob Information*
    Lob is a free account, but you must add a payment method (credit card) and verify your email address on the account



    Payment Added*
    Email Verified*

    Sending letters with Lob requires a return address - please enter yours below






    Zapier Information*
    Zapier is used in integrating some external services - By default we only use it for Lob, so you only need this if we're connected Lob for you



    Additional Integrations and Notes
    Enter information below for any additional services you'd like us to connect - Common example are BatchLeads, CallTools, Lead Sherpa, etc.

    Terms and Conditions*


    Details

    Podio – We build your personal Wholesale Hacker workspace on the Podio platform which allows you and our team to customize your system virtually any way you’d like. You’ll need a “Premium” Podio account ($24/mo) for access to Podio Workflow Automations (formerly “Globiflow”), which is the back-end programming interface we use to build your automations

    Click Here For Podio

    RightSignature – The preferred eSignature platform used for sending contracts to sellers and buyers for electronic document signing. Rightsignature is owned by the same company as Podio and integrates seamlessly with your Wholesale Hacker system.

    Click Here For RightSignature

    ClickSend SMS – Used for sending texts in/out of Podio. We use this on drip campaigns and also individual texts. We recommend purchasing a dedicated number so that you always use the same number when texting in/out of Podio. Clicksend is also owned by the same company as Podio and allows for instant integration and reliable functionality.

    Click Here For ClickSend SMS

    VoIP (Phone) Service – Your Voice Over Internet Protocol (VOIP) system provides the different phone numbers you use for your marketing systems. The most commonly used are Vumber, CallRail, and smrtPhone.  We connect each phone number individually to capture any incoming calls from your various marketing numbers (i.e. bandit signs, cold calling, RVMs, letters, etc.) as new leads in the system. smrtPhone expands on this with a full sync to your CRM to manage both inbound/outbound SMS (you don’t need Clicksend) and click-to-call dialing for leads directly from Wholesale Hacker.

    Click Here For Vumber

    Click Here For Call Rail

    Click Here for smrtPhone

    InvestorCarrot Website – We connect the intake forms on your website to capture the information as new leads in your system. The most common web host for real estate investing and wholesale businesses is Investor Carrot. They provide turn-key websites that are immediately functional and have several options depending on your needs and goals.

    Click Here For Investor Carrot

    Melissa Data – We connect to Melissa Data’s API to automatically pull property data for an address when you enter a new lead or edit an existing one. This is a direct replacement for Zillow, which no longer provides free property data via API for CRM systems. Melissa data costs 3 “credits” to pull property data for an address, and charges $3 / 1000 credits. They also provide 1000 credits for free each month, so the first 333 property data calls per month are free.

    Click Here for Melissa Data

    Lob – Used for sending our contracts via USPS . The account is free, but you will be required to list a payment method to allow for shipping charges of the letters you send.

    Click Here For Lob

    Zapier – A third party connection tool that helps with integrated several services with Podio, including InvestorCarrot and Lob.

    Click Here For Zapier

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