When to Bring in a Realtor, Partner, or Second Closer to Get It Done
Life-saving tips: learn when to loop in a realtor to rescue the lead (and still profit).
You’re on a seller call. The motivation is real.
The numbers could work. But something’s… off.
Maybe the seller’s stalling. Maybe they want retail.
Maybe you just can’t get over the trust hump.
That doesn’t mean the deal is dead. It means it might be time to bring in help.
In this guide, you’ll learn:
When to loop in a realtor to rescue the lead (and still profit)
When to tag in a creative finance partner to solve what you can’t
When a second closer can say what the seller needs to hear
And how to do it all without looking weak, or giving up control
Because sometimes, the smartest move is letting someone else finish the layup.
First, Know Your Role: You’re the Problem Solver
You’re not there to force every deal into a cash buy box.
You’re there to solve a problem, and if that means bringing in someone with a better tool for the job, that’s still your win.
The seller doesn’t care who gets the paperwork done.
They care that their problem gets solved.
Let’s talk about your best assist options, and when to use them.
1. When to Bring in a Realtor (Without Losing the Deal)
Use Case:
The seller wants retail value and is not motivated to discount, but they like you, and they’re stuck.
What to watch for:
“I’m not in a rush.”
“I’ll wait for the right price.”
“Maybe I’ll just list it.”
If it’s not a fit for a wholesale or creative deal, don’t push it.
Instead, pivot:
“Honestly, based on what you’re aiming for, I think the best path is probably listing it. I’ve got a great agent I trust who can walk you through it, and I’ll stay in the loop to help however I can.”
Why this works:
You stay involved (and can earn a referral fee, depending on your state)
You build trust, which means they might come back if the listing fails
You don’t waste time trying to squeeze a square peg into a round hole
Goliath’s CRM can tag these leads and auto-remind you to follow up in 30–60 days.
2. When to Loop in a Creative Finance Partner
Use Case:
The seller is flexible on terms, but the structure’s too complex for you to handle alone.
What to watch for:
“I’d sell if I could get $X, but I don’t need it all right away.”
“I’d carry financing if it made sense.”
“I just want someone responsible in the house.”
If your knowledge is limited, or you don’t want to risk structuring it wrong, bring in a vetted creative closer or JV partner.
Say:
“This actually might be a fit for a few creative options, but I want to make sure we get it right. I have a partner who specializes in these types of deals, mind if I loop them in to help run some numbers?”
Why this works:
You keep seller trust by being transparent
You avoid getting in over your head
You can still split the deal and get paid
3. When to Tag in a Second Closer
Use Case:
The seller trusts you but isn’t moving forward, and you’ve hit a wall in the conversation.
This isn’t about lack of motivation. It’s a chemistry issue, or maybe you’re too “familiar” now to reframe the deal.
What to watch for:
You’ve talked 3+ times and they still haven’t decided
They ghosted after your offer
They say things like, “I just need to think” but never follow up
Bring in a second voice.
Say:
“I don’t want to keep going in circles, sometimes it helps to have a second set of eyes. I can have someone from my team walk through the same numbers, maybe give a fresh perspective. Cool with that?”
This isn’t a power move, it’s a pattern interrupt.
New voice = new energy = new chance to close.
Bonus: How to Frame It So You Don’t Look Weak
Bringing in someone else doesn’t mean you’ve failed.
But you need to frame it with confidence, not hesitation.
Say things like:
“I’ve got a trusted partner who handles situations exactly like yours.”
“Let me bring in someone smarter than me when it comes to structuring deals like this.”
“We work as a team, no one’s solo here. That’s how we close fast and right.”
The seller doesn’t want a superhero. They want a solution.
How Goliath Makes Tag-Team Deals Easy
Goliath’s platform is designed for collaborative closings:
Pipeline stages let you tag leads as “Realtor handoff,” “Creative deal,” or “Needs reframe”
Call tracking shows how second closers perform
Notes & recordings keep everyone aligned on seller context
You’re not guessing, you’re coordinating.
If You Want More Deals, Let Go of the Lone Wolf Mentality
Too many closers think if they can’t get the deal done, it’s over.
But the best professionals know:
There’s no ego in teamwork
There’s no shame in pivoting
And there’s money in the margins, when you bring in the right help at the right time
So the next time a deal stalls, ask:
“Is this really dead, or do I just need backup?”
Because sometimes, the win is one assist away.
Written By:

Austin Beveridge
Chief Operating Officer
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