Summary of "The Ultimate Guide To Mastering XLeads Pipelines and Deal Board 2026"

Summary: The Ultimate Guide To Mastering XLeads Pipelines and Deal Board 2026

Presenter: Zack Gin, Founder of X Leads

Overview of X Leads Platform & Key Features

X Leads is an all-in-one wholesaling real estate software combining:

Lead generation and list pulling
Skip tracing (unlimited, free)
CRM functionalities (contacts, deal board, dialer, texting)
Dispo tab for cash buyers
Automations and workflows
E-signing contracts integrated within the platform
Calendar integrations (Google Calendar, iCloud, Calendly, Zoom, Google Meets)
Mobile app via GoHighLevel for on-the-go deal board access and calling

Core Framework: Wholesaling Pipeline & Deal Board Workflow

The Deal Board mimics the traditional whiteboard system but digitally tracks deals through stages.

Pipeline Stages Example (Assembly Line / Conveyor Belt System):

Seller wants to sell
Appointment set
Contract sent
Deal under contract
Assignment sent to cash buyer
Close deal and collect profit

Step-by-Step Process to Move Leads into the Deal Board:

Go to Leads tab → pull a targeted list (e.g., vacant properties, equity criteria)
Export and import list into Contacts
Tag properties for outreach method (SMS, call, direct mail)
Use the dialer or SMS blaster to contact leads
When a lead is generated (seller interested), add the lead as an opportunity on the Deal Board
Manage deal stages on the Deal Board (e.g., Wants to sell, Appointment set, Follow-up, Under contract)

Note: Leads live in Contacts; when qualified, they are pushed into the Deal Board for pipeline management.

CRM & Deal Board Management

Assign leads to team members (unlimited users in CRM, but only 2 can use the Leads tab simultaneously).
Add notes, tags, tasks, and appointments directly on each lead.
Automations handle follow-ups (default monthly sequence, customizable to weekly or other intervals).
Calendar sync with Google Calendar and others to ensure appointment reminders and task notifications.
Mobile app allows access to deal board, lead notes, and calling/texting from anywhere.

Contract & E-Signing Workflow

Fill out contract info within contact profile (inspection period, close date, EMD, price, title company).
Automatically generate contracts and assignments within the platform.
E-signing is integrated, sending contracts via both email and SMS to increase closing rates.
Ability to add multiple signers and customize contract appearance.
Assign deal stage to “Send contract to seller,” then “Under contract,” then “Set to close.”
Delete deals once closed to keep pipeline clean.

Additional Deal Boards & Use Cases

On-Market Deal Board: For MLS and subject-to deals, allows importing on-market listings and sending automated offers/emails to agents.
- Example: Dual agency lowball offer email automation calculating offers and commissions.
JV Deal Board: Intake form for JV deals with underwriting bot to approve/fail deals and automate JV agreement e-signing.
PPL Deal Board: For managing purchased PPL leads (partial participation leads).

Marketing & Outreach Recommendations

For cold calling/texting, start with about 100 emails/texts daily and ramp up gradually.
Use SMS + email combo for contract delivery to maximize response.
Avoid using “smart lists” in import; tagging and workflows are preferred.
The new version 4 update will significantly improve workflows and AI-driven lead generation & marketing, expected to double ROI.

Version 4 Launch Highlights (Scheduled January 12, 2026)

Major update focused on AI integration across the platform.
Will overhaul how leads are pulled and marketed, making traditional methods like pulling vacant high equity lists obsolete.
Pricing and plans will change post-launch; early sign-up recommended to lock in current pricing.
Version 4 promises to enhance:
- Lead generation
- CRM automation
- Dialer and texting efficiency
- E-signing and contract workflows
Expected to disrupt the wholesaling software market and establish X Leads as the dominant platform.

Key Metrics & KPIs Mentioned

Example user success: 2 contracts closed in 3 months using X Leads single line dialer.
Pipeline tracking: visible opportunity count, potential deal value (e.g., $25,000 lead), pending tasks.
Follow-up automation timing: default 30 days (monthly), customizable to 7 days (weekly).
Unlimited users in CRM; 2 users max on Leads tab simultaneously.
Pricing hints: current basic plan $97/month, possible increase to $120-$170 post-version 4 launch.

Actionable Recommendations

Use the outlined 6-step pipeline workflow to systematize lead management.
Utilize integrated dialer and SMS blaster to reach out efficiently.
Leverage automations for follow-up sequences to reduce manual effort.
Sync calendars to avoid missed appointments and ensure timely follow-ups.
Use e-signing via SMS + email to increase contract signing rates.
Prepare for version 4 launch by signing up early to lock pricing and access AI enhancements.
Download and use the GoHighLevel mobile app for remote deal management.

Sources & Presenter

Zack Gin, Founder of X Leads, live training on X Leads YouTube channel.

This summary captures the business strategies, operational workflows, product features, marketing tactics, and upcoming platform enhancements discussed in the video.