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Likely to Purchase (Residential Investor)

What is Likely to Purchase (Residential Investor)?

This play helps loan officers reach active residential investors at a point when another financing conversation may be timely. Recent acquisition activity, multiple properties owned, an all-cash transfer signal, and a 50+ Likely Purchase score create a stronger reason to discuss post-purchase financing, the next acquisition, and portfolio planning.

The Right Audience

A focused group of residential investors with 2-100 properties who recently acquired non-owner-occupied single-family or 2-4-unit properties and may give loan officers a stronger opportunity to start acquisition, post-purchase, or portfolio-financing conversations.
Type: Single Family, Condominium, Multi-Family 2-4 Owner Occ?: No Site Vacant?:No Owner Type: Trust, Couple, Individual Owner Phone? Yes Properties Owned: 2-100 Nearest: 250 CLTV %: <85 Est Open Loans #: <2 Foreclosure?: No Tax Delinquent?: No Txfr All Cash?: Yes Likely Purchase: 50+

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The Right Message

Active real estate investors often gain an edge by matching the right loan structure to each property and opportunity. I’d welcome a brief conversation about modern financing options that may help preserve capital, fund improvements, prepare for the next acquisition, and support stronger long-term returns without assuming more debt.

Key Themes

Turn recent purchases into new options
Build a repeatable acquisition strategy
Keep capital ready for your next deal

Calls to Action

Compare financing paths for your next acquisition
Review ways to preserve capital for future deals
Build a flexible funding plan around your goals

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Example Templates

Outreach Channels

Phone outreach should lead because it gives loan officers the fastest path to a meaningful investor conversation about timing, capital strategy, and future purchases. Direct Mail can establish credibility and introduce the planning offer, while Online Ads reinforce acquisition and portfolio-financing messages. Follow consent, DNC, and TCPA requirements.

Recommended

Phone Outreach
Direct Mail

supporting

Online Ads

Measuring Success

Track investor contacts, meaningful conversations, appointments, financing reviews, applications, and closed loans. Also measure future-acquisition follow-up and nurture movement, since the strongest result may be becoming the investor’s point of contact for financing before the next opportunity appears.

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