Troubleshooting Checklist
Module 7: Managing the Deal — What to Do When Things Go Wrong Troubleshooting Checklist Creative Deal Troubleshooting Checklist PROPERTY: ___________________________STRATEGY: Lease Option / Vendor Finance / Assisted Sale 🔴 Tenant-Buyer Misses a Payment Contacted within 24 hours Grace period given Agreement terms reviewed Solicitor informed (if escalation needed) Replacement marketing started (if vacated) 🟠 […]
Legal Contracts
🏡 Module 5: Legal Documents & Protection 📝 Lease Option Agreement (Basic UK Format — Editable) LEASE OPTION AGREEMENTThis Agreement is made on [Date] Between:Seller: [Full Name]Buyer: [Your Name / Company Name]Property: [Full Address of Property] TERMS Option Fee:Buyer shall pay £[Amount] to Seller on signing. This grants the right to purchase the property within […]
Deal Types
🏡 Module 4: Understanding & Structuring Creative Deals in the UK DEAL TYPE 1: Lease Option Agreement Seller Name: John SmithBuyer (You): Your Ltd CompanyProperty: 42 Mill Street, SheffieldAgreed Price: £120,000Monthly Payment: £550Option Term: 3 yearsOption Fee Paid: £2,000 (non-refundable)You Place a Buyer At: £139,950 with £6,000 upfront and £800/month DEAL TYPE 2: Vendor Finance […]
First Conversation Template
🏡 Module 3: How to Talk to Sellers Seller Script: First Conversation Template (Phone or In-Person) INTRO: “Hi, I saw your property listing at [Address]. Is it still available?” IF YES: “Great. I’m not an estate agent — I work with people who sometimes need a flexible solution to move on. Would it be okay […]
Initial Contact With Prospective Sellers
🏡 Module 2: How to Find Motivated Sellers Who Will Say Yes 1. Motivated Seller Call Script (Use When You First Speak to a Lead) INTRO “Hi, I saw your listing about the property at [Address]. Is it still available?” IF YES: “Great — I’m not an estate agent. I work with people who sometimes […]
Heads of Terms
🏡 Module 1: The Foundation of UK Creative Property Investing 📄 Legal Document #1: Heads of Terms HEADS OF TERMS – AGREEMENT TO PURCHASE PROPERTY ON TERMS Date: [Insert Date] Seller: [Seller’s Full Name] Buyer: [Your Full Name / Company Name] Property Address: [Full Property Address] Deal Summary Agreed Sale Price: £[Insert Amount] Upfront Option […]
