The Wholesale Workshop 5 | Systems & Processes

The Wholesale Workshop

This Month’s Deep Dive: Systems & Processes, From Contract to Closing

Sessions 1 through 4 covered finding deals, structuring them, protecting them through closing, and selling them to buyers. Now it’s time to build the machine that runs all of it. Each session in this series digs deep into one core piece of the wholesaling puzzle instead of skimming the surface.

This month, we’re covering:

• CRM setup: how to organize your leads, deals, and buyers in one place so nothing slips through the cracks
• Team workflow: who handles what from first call to closing table, and how to hand off work without dropping the ball
• Follow-up process: a repeatable system for staying in front of sellers, since most deals come from the follow-up and not the first call
• Transaction SOPs: step-by-step checklists that take a deal from signed contract to funded closing, working smoothly with your title company
• Disposition SOPs: a repeatable process for marketing deals to your buyer list, collecting earnest money, and getting assignments signed

Next month’s final session will cover scaling your business. Come back to finish building your full playbook.

Meet Your Hosts:

Andrew Howard — Founder, Homefortable
A seven-figure wholesale real estate investor who's done the deals, made the mistakes, and built a real business out of it. He's here to break down exactly how he sources, analyzes, and closes deals at scale.

Mark Barata — Vice President of Investor & Wholesale Division, Stewart Title
Mark not only has past experience wholesaling but now works directly with investors and wholesalers every day, and knows where deals fall apart at the closing table and how to make sure yours doesn't. He'll cover what most title companies never explain, and you'll walk away with a complimentary copy of his Investor & Wholesaler Playbook.

Event Details:
📅 November 20th, 2026 | 11:00 AM – 2:00 PM

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📍 Stewart Title — 700 Highlander Blvd, Suite 175, Arlington, TX 76015

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👥 Very limited — 25 seats max

What's Included:

• Catered lunch
• Networking with other investors & wholesalers
• Educational materials
• Live Q&A session
• Complimentary copy of Mark Barata's Investor & Wholesaler Playbook

Investment: $25 per person

Spots are limited and will sell out fast — this isn't a webinar, it's 25 people in a room getting real answers. Reserve your seat today.

Event venue & nearby stays

700 Highlander Blvd ste 175, 700 Highlander Boulevard, Arlington, United States

Concerts, fests, parties, meetups — all the happenings, one place.

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