Palm Capital VenturesOn-Market Subto 7-Day Sprint
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On-Market
Subto 7-Day Sprint

Subject-To Real Estate Agent Warm-Up + Deal Handoff

Find an on-market subject-to real estate opportunity, warm the agent, collect the current mortgage statement, and hand off a documented lead.

Review opportunity intakeDownload workbookView scriptPull the perfect list
01 / The handoff outcome

Your job is simple.

Anyone bringing Gordon an on-market opportunity can create a warm, documented introduction. Gordon's team evaluates and structures it after the handoff.

  1. 01

    Warm the call

    Open directly and learn what the seller needs the sale to solve.

  2. 02

    Confirm openness

    Get a clear potentially-open response without negotiating final terms.

  3. 03

    Get the statement

    Request the current mortgage statement. A data estimate is not the document.

  4. 04

    Hand it off

    Send the listing, agent contact, exact notes, and documents to Gordon's team.

You do

Be accurate, record the agent's exact words, request the statement, and create permission for Gordon's team to follow up.

Gordon's team does

Verify debt, title, HOA, layout, and underwriting; propose final terms; and decide whether to pass, follow up, or advance.

PropStream list setup

Pull the perfect list.

Start with Gordon's focused residential criteria for both on-market and off-market opportunities.

12 filters. One clean starting point.See the complete filter stack, then build your list in PropStream.
Pull the Perfect List
02 / Subject-to agent conversation

Four phases. One clean handoff.

Use this overview to understand the flow, then open the dedicated cold-call playbook for the exact subject-to real estate script and follow-up language.

  1. 01Open with the property

    Confirm you are calling about the specific listing, introduce your buy-and-hold focus, and ask for two minutes.

  2. 02Learn what matters

    Ask what the seller needs the sale to solve and listen without inventing motivation or pressure.

  3. 03Confirm potential openness

    Explain the cash-versus-terms tradeoff and ask whether the seller might consider a subject-to path.

  4. 04Request and hand off

    Get the current mortgage statement, preserve the agent's exact words, and submit one clean property record for review.

The win: potentially open + current mortgage statementNo fabricated pain. No pressure. No promises. No hidden lender risk.
Get the scriptUse the complete cold call playbook while you prep, call, follow up, and hand off.
View complete script
03 / Opportunity intake

Prepare a complete handoff.

This intake is for anyone bringing Gordon an opportunity. Complete the handoff below; each unique property is numbered and routed to the SUBTO JV PARTNERS pipeline for review.

Submission readiness0 of 19 fields completed

Fields marked with an asterisk are mandatory. Upload a mortgage statement or complete all three manual loan fields.

01

Who is making the handoff?

Anyone bringing Gordon an opportunity can use this intake. Tell us who you are and how we can reach you.

02

Property and agent

Enough information to identify the listing and continue the agent conversation.

03

Situation and conversation

Give Gordon's team a short, accurate explanation of the situation. Do not turn estimates or assumptions into facts.

04

Mortgage information

Upload the current statement. If you do not have it, complete all three manual loan fields so Gordon's team has the minimum facts to begin review.

Upload one PDF, JPG, or PNG up to 10 MB. The selected file is not transmitted until you submit the handoff.
Required when a current mortgage statement is not uploaded.
Required when a current mortgage statement is not uploaded.
Include principal, interest, taxes, and insurance. Required when a statement is not uploaded.
Optional: up to five PDF, JPG, or PNG files, 10 MB each.
Submission consentBy submitting this form, you consent to Palm Capital Ventures contacting you by phone, text message, and email about this opportunity and the information you provided. You also agree to our Terms of Use and acknowledge our Privacy Policy.Message and data rates may apply. Reply STOP to opt out of text messages.