📄 <!– 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:

1. Heads of Terms (HOTs) – An outline of agreed deal terms, signed by both parties.

2. Lease Option Agreement – Includes:

   • Option to Purchase Clause

   • Monthly Control Agreement

   • Vendor’s Duties

   • Termination Provisions

3. Assisted Sale Agreement – Allows our company to upgrade and sell the property on behalf of the seller, with pre-agreed profit share.

4. Letter of Authority – Optional. Authorizes us to speak with the lender or third parties regarding the property (if needed).

5. Disclosure Statement – Confirms all parties understand the transaction is not conventional and may benefit from independent legal advice.

Solicitor Preparedness:

All documents have been reviewed by UK solicitors specializing in creative property law. We recommend using a solicitor familiar with this structure or providing these templates to your own solicitor for review.

Contact:
Dennis Rocke – Course Director
Email: denrocke@gmail.com

📩 <!– Estate Agent Intro Letter – Word Format –>

To: [Estate Agent’s Name]
From: [Your Name / Company Name]
Subject: Offer on [Property Address]

Dear [Estate Agent’s Name],

I hope you’re well.

I’d like to make an offer on [Property Address]. I work with vendors who may benefit from alternative solutions when a traditional sale doesn’t meet their needs. Our offer involves a legally compliant agreement that allows us to:

• Take control of the property immediately

• Guarantee maintenance and mortgage payments

• Proceed toward a full purchase at a later date

We use solicitor-reviewed documents and ensure that all legal responsibilities are met. If the vendor is open to exploring a creative but secure path forward, I’d be happy to arrange next steps.

Best regards,
[Your Full Name]
[Phone Number / Email]

🧾 <!– Solicitor Response Template – Word Format –>

To: [Solicitor Name]
From: [Your Name / Company Name]
Subject: Legal Clarification – Lease Option / Creative Offer

Dear [Solicitor Name],

We are entering into a transaction involving a lease option / assisted sale with the vendor’s consent. This structure is commonly used in the UK by property professionals for situations where a traditional sale is delayed or not viable.

Enclosed you’ll find:

• A standard Lease Option Agreement

• Heads of Terms

• Disclosure Statement for all parties

These documents have been drafted using legal templates reviewed by UK property solicitors. If you have any queries or require clarification on any clause, we’d be happy to connect your office with our legal team for comparison.

Sincerely,
[Your Name]
[Company Name]
Email / Contact Info