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: [ ]
• Condition: [Good / Needs Light Refurb]
• Tenant Demand: [High / Medium]

Numbers at a Glance
—————————————-
Purchase / Option Price £[ ]
Stamp Duty (if any) £[ ]
Legal Fees (est.) £[ ]
Total Entry Cost £[ ]
—————————————-
Annual Cashflow £[ ]
5-Year ROI [ ] %

⚠️ This is an opportunity, not a guarantee. Full due diligence advised.

Your Sourcing Fee (on reservation): **£[ ]**

Contact: [Your name] – [Phone] – [Email]

2. FULL DEAL PACK

Property: [12 High Street, Leeds, LS9]
Prepared by: [Your Company] | Date: [DD/MM/YYYY]

Document Index
1. Deal Summary (p. 2)
2. Photographs & Floor Plan (p. 3–5)
3. Location Map & Amenities (p. 6)
4. Comparative Sales & Rentals (p. 7–9)
5. Seller Situation & Motivation (p. 10)
6. Lease Option Heads of Terms (p. 11)
7. Draft Lease Option Agreement (p. 12–17)
8. Tenant Demand Analysis (p. 18)
9. Exit Strategy & ROI Projections (p. 19)
10. AML & Compliance Checklist (p. 20)

Confidential – Do not circulate without written permission.

3. INVESTOR RESERVATION FORM

Deal Ref: [ ] Date: [ ]

Investor Name: ___________________________
Company (if any): ________________________
Email: ___________________________________
Phone: ___________________________________

Property Reserved: [Full Address]

Sourcing Fee Payable: £[ ] (non-refundable, deducted from completion balance)

Payment Method (tick):
☐ Bank Transfer ☐ Card ☐ Other ______

I confirm that I wish to reserve the above property deal and understand that:
1. My sourcing fee secures exclusivity for 14 days.
2. I will instruct my own solicitor and complete within [28/56] days.
3. The sourcing fee is non-refundable except where the seller withdraws.

Signed: ________________________ Date: ______________

4. AML COMPLIANCE – DEAL SOURCING

Property / Deal Ref: ____________________

☐ Photo ID verified (passport / driving licence)
☐ Proof of address (utility bill < 3 months)
☐ Source of funds questionnaire completed
☐ Bank statement evidencing funds
☐ Investor risk assessment scored
☐ Records stored securely (GDPR compliant)
☐ PEP / Sanctions list checked
☐ HMRC supervised (registration No. ______)
☐ Suspicious activity report filed (if required)

Responsible Officer: __________________ Date: __________

5. Invoice Template – Sourcing Fee

INVOICE
No: [INV-0001] Date: [DD/MM/YYYY]

Bill To:
Investor: [Full Name / Co.]
Address: [ ]

Description Amt (£)
————————————————
Deal Sourcing Fee – Ref [ ] £[ ]
————————————————
Subtotal £[ ]
VAT @ 20 % (if applicable) £[ ]
————————————————
Total Payable £[ ]

Bank Details
Account Name: [ ]
Sort Code: [ ]
Account No: [ ]
Ref: [INV-0001]

Terms: Payable within 3 working days to secure deal reservation.

Thank you for your business!