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Folder Checklist & Structure – My blog

🌟 Bonus Lesson 5: The Power Binder

Folder Checklist & Structure


Property Deals – Creative Strategy UK

(Folder Structure)

/01 – Templates & Scripts

  • Lease Option Agreement.docx

  • Vendor Finance HOTs.docx

  • Assisted Sale Template.docx

  • Seller Script.docx

  • Objection Handling Sheet.docx

  • Land Registry RX1 Guide.docx

  • Buyer Application Form.docx


/02 – Active Deals
Each property gets a subfolder:

  • /42 Mill Street – Lease Option

    • Seller Call Notes.docx

    • HOTs Signed.pdf

    • Photos.zip

    • Deal Summary Sheet.docx

    • Lease Option Draft.docx

    • RX1 Form.pdf

    • Profit Tracker.xlsx


/03 – Completed Deals

  • /42 Mill Street – Lease Option

    • Final Agreement.pdf

    • Buyer Completion Proof.pdf

    • Profit Statement.xlsx

    • Case Study Summary.docx


✅ Deal Progress Checklist (Print This)

  • Seller screened and motivated

  • HOTs signed

  • Option or finance agreement drafted

  • Land Registry form prepared

  • Solicitor instructed

  • Tenant-buyer found and screened

  • Upfront option fee collected

  • Follow-up plan scheduled

  • All actions and calls logged

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BID BEN, BID BONT — my personal heraldic emblem, inspired by my school years.