🎓 Advanced Lesson 14 – How to Present Offers to Sellers the Right Way ✅ Offer Summary Sheet – Template 📄 Creative Property Offer Summary Field Details Seller Name [Insert Full Name] Property Address [Insert Full Address] Deal Type [Lease Option / Assisted Sale / Rent-to-Rent / Vendor Finance] Monthly Payment Offered £[Amount] Length of […]

🎓 Advanced Lesson 13: Protecting Yourself Legally & Financially 🗂️ Confirmation of Limited Company Setup This confirms that you have registered a UK Limited Company with Companies House and will be trading through this legal entity. All property transactions will be undertaken under this business name. ✍️ Signed Deal Documentation Notice Every property agreement must […]

📄 <!– Legal Pack Summary – Word Format –> UK Property Strategy Group – Legal Pack Summary Purpose:This legal pack outlines the documentation and legal structure used in our creative property transactions, such as Lease Options, Assisted Sales, and Vendor Finance deals. Included Documents: Heads of Terms (HOTs) – An outline of agreed deal terms, […]

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🎓 Advanced Lesson 5: Automation Tools & Systems Automation Tools & Systems Objective: Set up simple automations so you spend less time chasing leads—and more time closing deals. 🛠️ 1. Automate Your Deal Pipeline with Trello You can manage leads using a simple Trello board. Use these columns: Pipeline Column Purpose 📨 New Seller Lead […]

🎓 Advanced Lesson 4: Building Your Power Team ✅ UK Property Power Team Tracker 🏗️ UK Property Power Team Tracker Use this table to track and organise your professional contacts. Fill in as you build your team. Role Full Name Company / Practice Email Phone Location Notes Solicitor (Creative Deals) Has experience with lease options? […]

1. Deal Summary (1-Page Teaser) DEAL SUMMARY – [Property Address] Deal Type: [Lease Option / R2R / Assisted Sale] Market Value: £[ ] Purchase / Option Price: £[ ] Monthly Rent In: £[ ] Monthly Rent Out (to seller): £[ ] Cashflow: £[ ] per month Projected Backend Profit: £[ ] Key Features • Location: […]

 LEASE OPTION AGREEMENT This Lease Option Agreement is made on [Insert Date] between: (1) [SELLER FULL NAME], of [Seller’s Address] (hereinafter referred to as the “Seller”) and (2) [YOUR FULL NAME], of [Your Address] (hereinafter referred to as the “Buyer”) WHEREAS: A. The Seller is the legal owner of the property known as [Full Property […]

Professional Message Templates 💼 Estate Agent Introduction (Copy & Paste into Email) Subject: Helping sellers who can’t sell — quick chat? Hi [Agent Name], I run a local property business focused on helping sellers who can’t move forward through traditional sales — broken chains, low equity, vacant homes, etc. I’m not an agent, and I […]

🌟 Bonus Lesson 3: The Deal Packaging Blueprint Deal Packaging Template DEAL PACKAGING SHEET – FOR INVESTOR BUYERS Deal Title: 3-Bed Lease Option in HullDeal Packager (You): [Your Name / Ltd Company]Assignment Fee: £3,000 (paid upfront before contract handover) Seller Agreed Terms: Option Fee to Seller: £1,200 Monthly Rent to Seller: £480 Purchase Price: £100,000 […]