Sub2, Wholetail & Wholesale Real Estate Strategy for Agents | EZ REI Vendor Series
This episode of the EZ Real Estate Platform Vendor Series picks up where we left off in Part 1: showing real estate agents exactly how to turn creative investment deals into listings, cashflow, and long-term partnerships.
If you’re new to REI (Real Estate Investing) or looking to sharpen your skills with wholesale, novation, and sub-to strategies, this session lays out the scripts, processes, and positioning you need to convert “can’t-close” deals into wins.
Resources:
- Watch Part 1 of our REI Vendor Series
- YouTube: Solving the Biggest Wholesaling Problem with EZ
- YouTube: REI Turns Dead Lead into $30k Profit Listing with EZ Agent Ryan Baker
- YouTube: How to use Custom, Dynamic QR Codes
- Free Canva Made EZ Course (Includes QR Training)
- Seller Net Calculator
- Explore EZ Dispo Pro (EZ Solutions for Investors)
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We're not here to take from sellers. We're here to maximize their outcome and give agents tools no one else offers
”
"Subject-To is picking up again because sellers want out—but they don’t want the hassle. You can give them that, and still win big."
"'If you can help me, I can throw 10 to 20 homes a month on your website.' How’d you like to be the agent listing 20 homes a month?
"If you walk in and tell a probate attorney, ‘I’ll sell your client’s home and not charge them a commission—while still giving them full real estate service,’ that attorney is going to recommend you over anybody else."
"Don’t get lost in the details. Bring the deal, and let our team structure it. You’ll get paid for doing what agents do best—connecting people and closing."
"Speed is the name of the game. I've made ten grand on a wholesale, I've made a hundred grand. It’s all about the seller’s needs and how fast you can move."
"If the deal is good enough, the money finds you."
We’ve already got the solutions, the platform, and the protection.
You just need to know how to talk to the seller and the investor.
💡 Want the quick pitch?
Call one investor you know and say this:
“If you’ve got leads that won’t convert or properties that need MLS exposure, I can list it for 0% commission and help you reduce risk with a built-in buyer premium.”
That sentence alone could open the door to your next 5 deals.
Key Takeaways:
Find investor deals hiding on the MLS. Use keywords like “handyman special,” “investor only,” and “as-is” to spot off-market or under-marketed opportunities. Then use the EZ REI Submission Form to submit them.
Sub2s are making a comeback. Subject-To deals (where the buyer takes over the seller’s existing mortgage) are powerful tools when interest rates are low and seller motivation is high. The key: Don’t trigger the due-on-sale clause. Use land trusts, stay transparent, and let EZ help with contracts.
Wholesaling is alive and well. We covered how to identify wholesale opportunities, structure your spread, and how EZ can help match your deal with a vetted end buyer. Bonus: Learn how double-closing and transactional funding works when you want to protect your margin.
Wholetail and SubTail are hidden gems. Got a property that doesn’t need a full flip? Wholetail it with a light rehab and fast relist. Want to use the seller’s mortgage to carry the cost? That’s a SubTail. Both are great options for agents who want to earn more with less hassle.
Don’t let complex deals scare you. You don’t need to know it all. Use the EZ REI Submission Form, and the team will help underwrite, negotiate, and structure the right play. You get paid for bringing the lead and doing what agents do best.
Glossary of Terms:
Sub2 / Subject-To: A real estate strategy where the buyer takes over the seller’s existing mortgage without triggering a new loan.
Wholetail: A hybrid of wholesale and retail where the property gets minimal rehab before being relisted.
SubTail: A sub2 deal where the investor uses the seller’s existing mortgage while making light repairs before relisting.
PITI: Principal, Interest, Taxes, Insurance—the components of a monthly mortgage payment.
Due-On-Sale Clause: A mortgage clause allowing lenders to demand full repayment if the property is transferred.
Final Thoughts:
This was part two of our REI workshop for the EZ Vendor Series, which is focused on building referral relationships and a vendor team. Up next? How to network with lenders and provide better options to consumers.
If you’re not showing up now, you’ll miss what’s coming next.
- Previous Sessions (with resources)
- Video replays on YouTube
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