Wholesaler Platform Manual

Wholesaler Platform Guide

Property wholesaling is arranging an assignment or resale rather than keeping a property as a long-term investment. Review contracts, local requirements and assignment rights before proceeding.

Professional

Investor & Wholesaler Plan

Full Pipeline

Prospect to Close Tracking

Buyers CRM

Unlimited Contacts

1
Sign Up & Choose Your Plan
Compare professional plans and their included tools

For professional tools on Off Market Match, compare the Investor & Wholesaler subscription for one person with Professional Team for shared team access. Check the Membership page for current inclusions and separately priced products before buying.

Professional Tools

  • • Assignment tracking & management
  • • Buyers list CRM (unlimited contacts)
  • • Deal pipeline dashboard
  • • MAO calculator with AI comps
  • • Self-service assignment agreements (separately priced)
  • • Buyer-seller matching engine
  • • Market analysis & deal scoring
  • • Revenue & profit tracking

Pricing Options

  • • Individual: Investor & Wholesaler subscription
  • • Team: Professional Team subscription
  • • Compare current billing periods and CAD prices on the Membership page
  • • Separate CMA and self-service agreement charges are disclosed upfront
  • • Free tier available for basic browsing
  • • Upgrade or downgrade at any time
  • • Any selected platform product is priced before purchase, not at closing
2
Set Up Your Profile & Wholesale Preferences
Define your target markets and deal criteria

Your wholesaler profile tells the platform what kinds of deals you're looking for. Set your target markets, property types, price ranges, and preferred deal structures so the matching engine can surface the best opportunities for you.

Profile Setup Checklist

  • • Select your target cities and neighbourhoods
  • • Define property types (residential, commercial, multi-family)
  • • Set your price range for acquisitions
  • • Specify your preferred deal structures (assignment, double close)
  • • Add your business details and contact information
  • • Upload any relevant certifications or credentials

Pro Tips

  • • Be specific about your target areas — this improves deal matching
  • • Set realistic price ranges based on your funding capacity
  • • Complete your profile fully — verified profiles get priority
  • • Update your preferences as your business evolves
  • • Add a professional photo to build trust with sellers
3
Find Off-Market Deals
Browse, filter, and set alerts for motivated sellers

Off Market Match gives you access to properties listed directly by owners — many of whom are motivated sellers looking for a fast, hassle-free transaction. Use the platform's search tools, filters, and property alerts to find deals that fit your criteria.

How to Find Deals

  • • Browse the marketplace with wholesale-specific filters
  • • Filter by property type, price range, and location
  • • Set up automated property alerts for new listings
  • • Use the interactive map to explore target neighbourhoods
  • • Save searches to monitor your preferred markets
  • • Look for properties with motivated seller indicators

What Makes a Good Wholesale Deal

  • • Property priced below market value
  • • Motivated seller (relocation, estate, financial pressure)
  • • Clear title with no major liens or encumbrances
  • • Properties in areas your buyers are actively seeking
  • • Sufficient spread between contract price and ARV
  • • Properties that need light-to-moderate renovation
4
Use the MAO Calculator with AI Comps
Calculate your Maximum Allowable Offer with confidence

The MAO (Maximum Allowable Offer) calculator is your most important tool as a wholesaler. It uses AI-powered comparable sales data to estimate the After Repair Value (ARV), then calculates the highest price you should offer while maintaining profitability.

How the MAO Calculator Works

  • • Enter the property address to pull AI comps
  • • Review the estimated ARV (After Repair Value)
  • • Input estimated repair costs
  • • Set your desired assignment fee
  • • The calculator determines your MAO automatically
  • • Formula: MAO = ARV × 70% − Repairs − Assignment Fee

Common MAO Mistakes

  • • Overestimating ARV — always be conservative
  • • Underestimating repair costs — get contractor quotes
  • • Not accounting for holding costs
  • • Ignoring closing costs for end buyers
  • • Using comps from outside the target neighbourhood
  • • Forgetting to verify comp data with multiple sources
5
Manage Your Buyers List CRM
Build and segment your buyer database

Your buyers list is the engine of your wholesale business. The built-in CRM lets you add contacts, segment by investment criteria, track communication, and instantly match buyers to new deals as they come in.

Building Your Buyers List

  • • Add buyers manually with their investment criteria
  • • Segment buyers by property type, budget, and location
  • • Tag buyers as cash buyers, renovation investors, or landlords
  • • Track each buyer's purchase history and preferences
  • • Set up buyer profiles with proof-of-funds status
  • • Import contacts from spreadsheets or other CRMs

CRM Best Practices

  • • Qualify every buyer — verify proof of funds
  • • Keep detailed notes on each buyer's preferences
  • • Segment your list for faster deal matching
  • • Regularly clean your list — remove inactive contacts
  • • Prioritize repeat buyers who close quickly
  • • Build relationships, not just a contact list
6
Deal Pipeline Dashboard
Track every deal from prospect to close

The deal pipeline dashboard gives you a bird's-eye view of every deal in progress. Track deals through each stage — from initial prospect to signed contract to successful assignment. Never let a deal slip through the cracks.

Pipeline Stages

  • • Prospect: Initial lead identified
  • • Contact Made: Seller engaged in conversation
  • • Offer Submitted: MAO offer presented to seller
  • • Under Contract: Purchase agreement signed
  • • Buyer Matched: End buyer found and interested
  • • Assignment Signed: Assignment contract executed
  • • Closed: Deal completed, fee collected

Pipeline Analytics

  • • Total deals in pipeline and their stages
  • • Conversion rates between each stage
  • • Average time from prospect to close
  • • Projected revenue from active deals
  • • Win/loss tracking with reasons
  • • Monthly and quarterly deal volume trends
7
Assignment Tracking & Management
Manage assignments from contract to closing

Once you have a property under contract and a willing buyer, the assignment tracking tool helps you manage the entire process. Track contract dates, assignment fees, deposit status, and closing timelines all in one place.

Assignment Tracking Features

  • • Track original contract price and assignment fee
  • • Monitor key dates (inspection, financing, closing)
  • • Record deposit amounts and their status
  • • Link seller and buyer profiles to each deal
  • • Store all related documents in one place
  • • Set deadline reminders and notifications

Protecting Your Assignment

  • • Use our NCNDA agreements
  • • Always get an assignable contract from the seller
  • • Collect a non-refundable deposit from your buyer
  • • Keep all communication documented on the platform
  • • Have a real estate lawyer review your contracts
  • • Include an assignment clause in your purchase agreement
8
Run Comps with CMA Tools
Validate your numbers with comparable market analysis

Before making an offer or presenting a deal to a buyer, run a Comparative Market Analysis (CMA) to validate your ARV estimate. The platform's CMA tools pull recent comparable sales and provide detailed reports you can share with buyers.

CMA Features

  • • Pull comparable sales within your target area
  • • Filter comps by property type, size, and sale date
  • • View price per square foot comparisons
  • • Generate professional CMA reports
  • • Share reports with buyers to build credibility
  • • Track market trends in your target areas

CMA Best Practices

  • • Use comps from the last 3–6 months for accuracy
  • • Compare properties within 1 km radius when possible
  • • Match property type, size, and condition closely
  • • Adjust for differences (extra bedrooms, renovations)
  • • Use at least 3–5 comps for a reliable ARV
  • • Present CMA data to buyers to justify your pricing
9
Generate Assignment Contracts & Legal Docs
Create professional contracts directly on the platform

Off Market Match provides templates for assignment contracts, purchase agreements, and other legal documents you need for wholesale transactions. Generate, customize, and manage all your deal paperwork in one place.

Available Documents

  • • Assignment of Contract agreement
  • • Purchase and Sale agreement (assignable)
  • • NCNDA (Non-Circumvention, Non-Disclosure Agreement)
  • • Non-Circumvention agreement
  • • Proof of Funds request letter
  • • Joint Venture agreement templates

Legal Reminders

  • • Always have a real estate lawyer review contracts
  • • Ensure your purchase agreement includes an assignment clause
  • • Disclose your role as a wholesaler to all parties
  • • Follow provincial regulations for assignment sales
  • • Keep copies of all signed documents on the platform
  • • Understand your obligations under provincial law
10
Close the Deal & Collect Your Fee
Separate your assignment fee from platform charges

Off Market Match charges no commission or closing-based platform fee. Professional subscriptions are billed for the selected term; separately priced listing and tool purchases have fixed prices disclosed and paid upfront. A wholesaler's assignment fee is a separate amount negotiated with the parties to the transaction, not a fee charged by Off Market Match. Your lawyer can advise how and when it is paid under your agreement.

Fee Structure

  • • Platform: selected subscription and optional fixed-price products, charged separately from closing
  • • No Off Market Match commission, percentage-of-sale fee, or closing-based platform fee
  • • A seller may choose a paid listing or other optional product upfront
  • • An assignment fee is negotiated by the wholesaler, not charged by the platform
  • • Lawyers, taxes, and other third-party closing costs are separate

Example Deal Breakdown

Contract Price: $300,000

Assignment to Buyer at: $325,000

Your Assignment Fee: $25,000

Off Market Match fee at closing: $0

Illustrative gross assignment fee: $25,000 (before your costs and taxes)

11
Revenue & Profit Tracking
Monitor your wholesale business performance

Track your wholesale business performance with built-in revenue and profit tracking. See your total assignment fees, deal volume, average profit per deal, and more — all updated in real time as deals close.

Metrics You Can Track

  • • Total revenue and profit (monthly, quarterly, yearly)
  • • Average assignment fee per deal
  • • Number of deals closed vs. deals lost
  • • Conversion rate from prospect to close
  • • Average days from contract to assignment
  • • Top-performing markets and property types

Growing Your Business

  • • Analyze which markets produce the best margins
  • • Identify your most profitable property types
  • • Track your best buyers for repeat deals
  • • Use data to refine your acquisition strategy
  • • Set revenue targets and track progress
  • • Export reports for tax and accounting purposes
12
Due Diligence & Document Management
Organize your deal documents and verify every detail

Stay organized and protect yourself on every deal with the platform's due diligence checklist and document sharing tools. Store all your deal documents — contracts, inspection reports, title searches, and more — in one secure location accessible to all parties.

Due Diligence Checklist

  • • Step-by-step checklist for every wholesale deal
  • • Title search verification and lien checks
  • • Property condition assessment tracking
  • • Zoning and bylaw compliance checks
  • • Track completion status for each item
  • • Never miss a critical step before closing

Document Sharing

  • • Upload and store all deal-related documents
  • • Share documents securely with buyers and sellers
  • • Organize files by deal for easy retrieval
  • • Access documents from anywhere, anytime
  • • Keep a complete paper trail for every transaction
  • • Export document packages for lawyers and title companies
13
Manage Your Notifications & Preferences
Stay on top of your deals with customized alerts

Never miss a deal update or buyer inquiry. Customize your notification preferences to get alerts for deal pipeline changes, new property listings that match your criteria, buyer activity on your deals, and more. Choose between email, in-app notifications, or both — and set your preferred frequency.

Notification Types

  • • Deal pipeline stage changes
  • • New property alerts matching your criteria
  • • Buyer activity and interest notifications
  • • Contract deadline reminders
  • • Market updates for your target areas
  • • Message and inquiry alerts

Frequency Settings

  • • Real-time — get notified instantly
  • • Daily digest — summary once per day
  • • Weekly roundup — catch up on weekends
  • • Choose email, in-app, or both
  • • Mute specific notification types
  • • Manage all preferences from your dashboard
14
Join the Community & Earn Referrals
Connect with other wholesalers and earn rewards

Off Market Match isn't just a deal platform — it's a community. Connect with fellow wholesalers, investors, and real estate professionals on the community forum. Share strategies, ask questions, and learn from experienced deal-makers. Plus, earn rewards by referring new users to the platform.

Community Forum

  • • Join discussions with other wholesalers
  • • Share deal strategies and market insights
  • • Ask questions and get expert answers
  • • Network with potential JV partners

Referral Program

  • • Earn rewards for every referral who subscribes
  • • Share your unique referral link
  • • Track your referrals and earnings
  • • No limit on referral rewards

Identity Verification

  • • Get verified to build trust with sellers
  • • Verified badge on your profile
  • • Priority matching with motivated sellers
  • • Required for some premium features