Paul Rose – Property Sourcing & Deal Packaging Masterplan
Learn how to source, package and sell deals in the UK
The most cost effective route to becoming a ‘Deal Packager’ in the UK.
Property sourcing & deal packaging is a lucrative business. But to learn these skills usually costs you thousands. PSN are changing this by bringing you a comprehensive Deal Packaging course for 98% of the cost (of a comparable course.)
This course gives you the ‘step by step’ process from the very beginning. Learn how to source, package and sell deals using a tried and tested method. This course will give you all you need in terms of knowledge, templates & tools.
What You’ll Learn In Property Sourcing & Deal Packaging Masterplan
Module 1: Business Set-up & Compliance
- Welcome to your course…
- Your Eight Steps to Business Set-Up & Compliance (28:32)
- Anti-Money Laundering Training (Certified)
- Anti Money Laundering Policies and Documentation
- The Eight Steps Resource Guide PDF
- Your Business Strategy & More… (13:53)
- PSN – Student Journal
- Social Media Content Plan – Build Your Network!
Module 2: An Introduction to Property
- An Introduction to Deal Packaging & Sourcing As A Business (12:42)
- How to Set-Up & Plan Your Success
- Websites, Tools & Resources PDF (17:52)
- Bonus: The Truth About Financial Freedom & Passive Income
- Mastering Canva (marketing creation tool)
Module 3: Property Strategy Knowledge
- Buy to Let
- HMO’s
- Buy, Refurb, Refinance Factsheet (B.R.R. Strategy)
- Commercial to Residential Strategy
- Rent to Rent Strategy
- Lease Options Plus Workflow!
- Assisted Sales Strategy
- Investor Finance – Mortgage Stress Testing
Module 4: Property Investors
- Number One Lead Generation Tool!
- How to Find Investors – The Top 2 Tactics!
- Social Media – Investor Funnels and Marketing Automation
- Content Creation Investor Funnel – Bonus Video (14:51)
- Investor Farming Tactics
- What to Say to Investors
- How to Onboard an Investor (3:12)
- KPI’s for Property Investors
Module 5: Deal Sourcing Masterclass
- Property Sourcing Process A to Z (includes workflow) (12:54)
- 5 Phases to Your Goldmine Area
- What to Look For In a Property Deal? (6:35)
- Property Sourcing Keywords
- Deal Marketing Brochure Template
- Marketing Template Video Walk-through (18:32)
- Deal Sourcing Video (18:29)
- Sourcing HMO’s – Step by Step
- Converting HMO’s: Do You Need Planning?
- Sourcing FAQ’s (5:30)
- Property Viewing Check-List – Printable & Editable
Module 6: Sourcing Contracts
- Process Of Using Contracts (13:31)
- The Sourcing Agreement
- Buyers Fee Agreement
- N.D.A. Non Circumvent Agreement – for working with other sourcers
- Contracts Disclaimer
- Bonus Module: Lease Options
- Lease Options Explained & Step by Step Walk-through (28:13)
- Direct to Vendor Letter Templates
- Heads of Terms (H.O.T.) Lease Option Version
- Image of Step by Step Process
- RX1 Form
Module 7: The Deal Analyser
- Deal Analyser Download
Module 8: Analysing Deals
- Top Ten Steps to Due Diligence – When Sourcing & Analysing Potential Deals
- Looking at Exits & Options…
- Finding The Uplift – Strategies
- Finding The Uplift – Commercial to Residential
- Finding The Uplift – Splitting Titles
Module 9: How to Get Off-Market Deals
- Marketing for D2V Leads – Which Works Best!
- D2V Letter Templates
- Finding Out The Owners Details
- Direct to Vendor – Legal Checks!
- Direct to Vendor – Sole Agency Terms of Business (editable)
- Direct to Vendor – Appointment Form (editable)
Module 10: Working with Agents +
- Working with Agents
- Your Agent Pitch
- Working with Other Sourcers
- Submitting Offers via Email – Template
Module 11: Joint Ventures
- Two Types of Joint Venture – Which One Should You Use?
- Finding JV Partners & Structuring a JV Agreement
- FCA Legislation – Financial Promotions – Investor Qualification
Module 12: Bonus Content
- Sourcing Mindset
- Buy Refurb Re-finance Overview
- Sourcing Cheat-Sheet
- Leverage & Using Time To Your Advantage
- The Deal Packaging – Weekly Planner
- The Final Word… Keep it Simple!
Sale Page: Paul Rose – Property Sourcing & Deal Packaging Masterplan