The Resource Library
Our workingdocuments. Free.
These aren’t marketing PDFs — they’re the checklists, scripts and planners we use on our own deals, written up properly. Read them here or take the PDF with you. No email gate.
Due diligence
Check everything before money moves.
- Property Due Diligence ChecklistThe full pre-offer investigation — title, structure, area, numbers — in the order we actually run it.8 min · PDF
- Property Viewing ChecklistA 15-minute viewing routine that reads the building, the vendor and the deal — printable, one page per property.5 min · PDF
- Rental Comparables SheetHow to evidence rent properly — three confirmed comparables per property, phoned not scraped.4 min · PDF
Buying process
From first viewing to completion day.
Money & finance
Costs, lending and the numbers.
- Deal Analysis TemplateThe one-page appraisal we run on every opportunity — the paper version of our Deal Intelligence analyzer.6 min · PDF
- Refurbishment Budget PlannerRoom-by-room cost lines with realistic UK ranges, plus the rules that stop budgets doubling.7 min · PDF
- Finance & Mortgage ChecklistPreparing yourself and the deal for lending — what brokers need, what lenders check, what kills applications.6 min · PDF
Operating
Running the asset after you own it.
- HMO Compliance ChecklistLicensing, safety and standards for shared houses — the checklist that keeps you the right side of the council.7 min · PDF
- Serviced Accommodation Setup ChecklistFrom completion to first guest — the setup sequence we used on our own two units.7 min · PDF
- Tenant Onboarding ChecklistReferencing to move-in day, done properly — the paperwork that protects both sides.5 min · PDF
Scripts & negotiation
What to say, and how to say it.
Planning & strategy
The longer game, on paper.
- Exit Strategy PlannerPlan the way out before the way in — primary exit, fallback, and the triggers that switch between them.5 min · PDF
- Portfolio TrackerOne page per property, one summary page for everything — the review rhythm that catches drift early.5 min · PDF
- Investment Proposal TemplateThe structure we use when presenting a deal to a partner or investor — clear, complete, honest about risk.6 min · PDF
Next step
Put the numbers to work in the Deal Analyzer.
Every checklist here feeds one decision: buy or walk. Run your figures through Deal Intelligence and see the verdict we’d reach.