How to package a property deal, step by step
From a postcode to a signed-off investor in five steps. This is the exact journey inside Dealist: what happens at each stage and why the details matter.
- 1
Add a property by postcode
Type the address and headline numbers: asking price, estimated refurb, projected end value or rent. The postcode does more than locate the property: it drives area intelligence (an AI summary written from the data fetched for the postcode, police.uk street-level crime included) and tells the tax engine which nation the property sits in. The deal lands in your private pipeline, visible only to you.
- 2
Analyse it with any of five strategies
Run the deal through Flip, Buy-to-Let, BRR, HMO, or Serviced Accommodation, or several side by side on separate tabs. Every assumption is editable: purchase costs, refurbishment, financing, fees, voids, and management. Stamp duty is calculated for the correct nation automatically: SDLT in England and Northern Ireland, LBTT in Scotland including the Additional Dwelling Supplement, and LTT in Wales. By default the buyer is a UK-resident individual buying an additional property, so the additional-dwelling rates apply; change the buyer profile for a company purchase, a non-UK resident or a buyer with no other property.
- 3
Generate an investor deal pack PDF
One click turns the analysis into an investor-ready PDF: property details, the numbers, the tax breakdown, area context, and photos, with section toggles so you control exactly what each investor sees. On Solo and Team it is fully white-label: your logo, colours, fonts, and contact details, with theme presets, and you can email the pack to an investor directly from Dealist with a personal message, no attachments to juggle. On Free the pack is watermarked.
- 4
Share it as a Deal Card with a public link
Pick one of five card styles and Dealist renders the deal as a social image, in your own branding on Solo and Team or with a Dealist badge on Free, in four platform-ready formats: square and portrait for Instagram, landscape for LinkedIn, and story format for WhatsApp status. Every card links to a clean public deal page with your contact buttons. Investors open it in a browser with no account. Share links can also be password-protected and given an expiry date, on every plan.
- 5
Track engagement and follow up
Every Deal Card reports its own numbers: views, CTA clicks, pack link clicks, and leads from investors who leave their details. Every share link records how many times it has been opened and when it was last opened. Instead of wondering whether anyone looked, you see which deals are drawing interest, and the leads tell you which investors left their details, so your follow-up call happens while the deal is still on their mind.
Curious what each tool does in depth? Browse the full feature tour, read why sourcers pick dedicated deal packaging software, or run your own numbers on the free stamp duty calculator.
Packaging questions, answered
How do I package a property deal?
Packaging a deal means turning a property opportunity into a presentation an investor can say yes to: verified numbers (purchase price, refurb, end value or rent), the tax and fees, the projected returns, and a professional document. With Dealist that is five steps: add the property by postcode, analyse it across up to five strategies, generate a PDF deal pack, share it as a Deal Card with a public link, and track engagement.
How long does it take to build a deal pack?
Minutes, once your numbers are ready. The analysis feeds the pack directly, so there is no re-entering figures into a separate design tool. Change an assumption and regenerate: the PDF always reflects the current numbers.
Do investors need a Dealist account to view my deals?
No. Share links and Deal Card pages open in any browser without a login. On every plan you can add password protection and an expiry date to individual share links.
Which strategies can I analyse?
Five: Flip (buy, refurbish, sell), Buy-to-Let, BRR (buy, refurbish, refinance), HMO (room-by-room rental), and Serviced Accommodation. You can run one property through several strategies and compare them side by side before deciding how to pitch it.
Is the stamp duty calculation accurate for Scotland and Wales?
Yes. Dealist routes each property by postcode to SDLT (England and Northern Ireland), LBTT (Scotland, including the Additional Dwelling Supplement), or LTT (Wales), with surcharges and company purchase rules applied. Border-area postcodes are flagged so you can confirm which side of the border the property sits on.
Plans start free, with Solo at £39/month. See pricing or read the full FAQ.
Walk the five steps with a real deal
Free plan, no card. Add a property and see the whole journey yourself.
Get started free