Founding · $500/mo · Standard $1,000/mo

Your CRM is ready to build.

Sanction is the CRM built for wholesale. Finish this page and we set up your account, your numbers, and your texting for you.

Pay once, enter your mobile, and we text a secure link to finish setup.

sanctioncrm.com / onboarding
Step 1 of 9 ⌘S
Autosaved

Start with your mobile

Enter the number we should text. The secure link opens your onboarding from there.

We text you a secure link from our registered number. Reply STOP to opt out of setup texts.
Enter a valid 10-digit mobile number.
We'll text you a link so you can finish setup on your phone.

Connect your old CRM

Prefer a user invite to our email. If you must share a password, use the secure field only. We export leads, buyers, notes, and past blasts ourselves. Manual upload is the fallback. We remove our access after cutover.

Using a GoHighLevel white label? Pick GoHighLevel white label.
Choose your current CRM.
Access method
User invite (preferred) / Password in secure field / Manual file upload
Preferred
Send the invite to this address. We confirm when it lands.
The URL you use to sign in.
The account that can export contacts and opportunities.
Encrypted
Stored encrypted. Never send this by text or email. Cleared after cutover. Preview keeps this in localStorage on this device only.
Secure
Only if your CRM needs it for export. Same secure storage.
EIN letter
Upload your CP 575 / 147C, or type the EIN and legal name exactly as on the IRS letter.
EIN letter upload
Drop PDF of your CP 575 or 147C, or click to browse
PDF of your CP 575 or 147C. Used to prefill A2P. Secure upload only.
Manual export (fallback)
Drop a zip of leads, buyers, notes, and blast history
Zip of leads, buyers, notes, and blast history if we cannot log in.

Business details

Used for your account, A2P filing, and team setup. Match the legal name on your EIN letter.

Exact name on your CP 575 / 147C.
Legal name is required.
What sellers and buyers see in texts, if different.
LLC, Corp, Sole prop, Other
Suggested
From the letter you uploaded. Prefills when available.
Physical address on file with the IRS / SOS.
Match your filing address.
Who we text and call for setup.
Contact name is required.
Already captured at payment; confirm it.
Account owner email.
Email is required.
Live site if you have one. We can publish a standard site for A2P if you do not.
City / metro names. Zips come next.
Team size
Just you / 2–3 / 4+
Owner, Acquisitions, Dispo — one person can hold more than one.

Texting registration (A2P)

Carriers require a brand and campaign before high-volume texting. Pick the fast path under one of our ready LLCs, or file under your own company. We prefill from your EIN letter and old CRM. You review and confirm.

Suggested
Must match EIN letter. Locked after carrier approval.
From your upload.
Prefer an address on your domain.
Voice number carriers can reach.
Live site with contact and consent language, or the standard site we publish for you.
Exact wording sellers see when they agree to texts. Our bot checks this before submit.
Short examples of seller and buyer texts. Keep them plain.
Number plan
New numbers (default) / Keep and port my numbers
Suggested
Based on your past blast volume so each number stays under daily caps. Adjust if you want.
For new numbers.
List each number. We handle the move for you. Moves can take a few weeks.
We assign one from stock. Name is a generic local home-buyer style LLC.
Membership documents
DocuSign link for membership interest sale and updated operating agreement.

Mark your markets

Tap ZIP boundaries on the map to select or deselect your markets. We use this for list routing, buyer matching, and the deal map. You can fine-tune live on the kickoff call.

Recenters the map. St. Louis city & county load by default — other states later.
0 ZIPs selected
Tap a ZIP to select (blue). Tap again to deselect. Pinch and drag work on phones.
Selected ZIPs
Paste a list of zips to select at once.
DealMachine is common. Tell us what you use so we wire the import.
Check gov-list availability
Optional. We check your counties and report what we can run.

Connect the tools you already use

Only what you need to go live. You can add more later. Passwords and tokens stay in the secure vault on this page.

Secure
Login or API access for skip trace and list flags. Built-in for property estimates.
Default for contracts. Or choose Bring my own e-sign.
DocuSign (default) / Built-in e-sign / Other (we adapt)
Log in on the kickoff or after go-live. Posts and buyer messages run from your account.
Name the vendor. We wire what we support.
Anything else we should pull from.

Upload your contracts

Purchase agreement, assignment, and addendums. We map the blanks to deal fields once and save your contract profile. A human approves every draft before it goes to a seller.

Purchase agreement
PDF or DocuSign template
PDF or DocuSign template.
Assignment agreement
PDF or DocuSign template
PDF or DocuSign template.
Addendums
Upload each. Name them clearly.
Upload each. Name them clearly.
Optional list. TC emails title after you confirm.
Title company / Attorney / Other
Prefills new deals. Editable per deal.
DocuSign / In person / Mixed

Review your settings

Prefills from your export. Confirm or edit. Everything here is changeable later from your settings page.

Playbook
Phone-first (appointments and calls) / Text-first
Suggested
How ready a lead must be before it hits your plate. Suggested from your past accepts vs send-backs.
Default 3. After this many quiet days in your pipeline, we re-engage by text.
Default every 1–2 days while they are answering. Max 1 automated seller text per day.
Default about 10 days or 3 tries, then Nurture.
Default about every 2 weeks.
Instant opt-out
Always on. STOP ends outreach.
Default for strong deals. We still ask per deal when it matters.
Suggested
How hard to follow non-repliers. Suggested from your past blasts.
Offer alerts
Every offer / Only above a floor / Midday status recap
Used when you pick “only above a floor.”
Off-market agents
On / Off. Per-deal override later.
JV partners
On / Off. Per-deal override later.
Suggested from blast volume. Same as A2P step; confirm here.
Default 90. Only if a new number or new signal appears. Max 2 recycles.
Optional. Powers cost-per-lead and ROI on your dashboard.
Text / Email / Off
Text / Email / Off
Text / Email / Off
Default $25/hr. Used only on your dashboard.

You’re set. Kickoff is next.

Data export, A2P, markets, connections, contracts, and settings are in. On the call we confirm settings live, finish any zip marks, and walk the CRM. Go-live is the morning A2P is approved and the test lead passes. That morning you also get a Loom of how your account works.

Old CRM exportRunning
EIN letterReceived
A2P pathPre-built LLC — waiting on signature
NumbersNew numbers queued
MarketsSaved
ConnectionsSaved
ContractsSaved
SettingsConfirmed
~20 minutes. Camera on if you can. Have your zip list handy.

Questions before the call? Text the number that sent your secure link.

Timeline

What happens next

Most of this page is review and confirm. We pull your data, prefill A2P, and suggest settings before the kickoff call.

1

Pay and share your number

You pay. You enter your mobile. Our bot texts a secure link.

2

Open the secure link

Give us access to your old CRM and upload your EIN letter. Prefer a user invite to our email. Passwords go in the secure field only — never by text.

3

We export your data

Our bot pulls leads, buyers, notes, and past blasts. Analysis runs in the background (about an hour).

4

Finish this page

Business info, A2P path, markets, connections, contracts, and settings. Suggestions fill in as the export finishes.

5

Kickoff call (~20 min)

Confirm settings, mark your zips, short tour of the CRM.

6

Go live

The morning A2P is approved and the test lead passes. You get a Loom walkthrough that same morning.

New numbers are the default. Porting old numbers is optional. Number count is suggested from your blast volume.

Product

Why Sanction

Built for wholesale operators who want acquisitions, dispo, and TC running without babysitting a CRM.

Done-for-you cutover

We export your old CRM, prefill A2P, and suggest settings from your blast history. You review and confirm.

Texting that ships

Pre-built LLC path when you need speed, or file under your own company. New numbers by default; porting when you need it.

Human where it matters

A human approves every contract draft. Kickoff is twenty minutes. Go-live comes with a Loom the same morning.