Property deal pack template

The nine sections

In this order: the summary first, then the evidence behind it, then the terms. Each section is explained in full in what goes in a property deal pack.

1. 01

   Executive summary

   The question it answers: Is this worth ten more minutes?

   • The property type and where it is
   • The strategy: flip, buy-to-let, BRR, HMO or serviced accommodation
   • Purchase price, and the end value or achievable rent
   • The headline return, labelled, and the cash the deal needs
   • Your sourcing fee, stated plainly
   • Two or three sentences on why the deal works
   In a Dealist pack: The optional Cover page shows the deal title and up to three labelled headline figures, such as Cash-on-Cash Return (Return on Money Left In for a BRR), Profit if Sold and Monthly Cash Flow (the brand cover also shows the strategy). The optional Summary page adds a photo, headline figures and up to three of the deal highlights you write. Your fee is in the Financial Breakdown.
2. 02

   Property details, photos, floorplan and EPC

   The question it answers: What exactly am I buying?

   • Address and tenure, with lease length, ground rent and service charge if leasehold
   • Bedrooms, bathrooms and floor area
   • The condition, honestly described, including known defects
   • Recent photos of every main room and the outside
   • A floorplan, and the proposed one if the layout changes
   • EPC rating, and the council tax band
   In a Dealist pack: The Deal Overview gives the title and strategy, and Property Photos shows up to six of your photos. Where you have fetched evidence and an EPC rating is available, the Risk Assessment includes it. The pack names the area, never the street address. Tenure, condition, floorplan and council tax band come from you.
3. 03

   Financial analysis, including every cost

   The question it answers: Do the numbers hold up, including stamp duty?

   • Purchase price, and the deposit or cash required
   • Stamp duty at the rates for the nation and the buyer
   • Legal, survey and broker fees
   • The refurbishment budget with a contingency
   • Finance and holding costs until the sale or refinance
   • Your sourcing fee
   • For rentals: rent, running costs, cash flow and yield
   • The return on the cash the investor puts in
   In a Dealist pack: The Financial Breakdown lists each cost, with stamp duty for the right nation (SDLT, LBTT or LTT), and totals them as the Total Project Cost, then the Cash Required, or for a BRR the money left in after the refinance. Where the purchase is mortgaged at the strategy’s loan to value, or a BRR refinances on its end value, it adds a financing illustration and, for a mortgaged rental, an interest rate stress test with the break-even rate. A purchase funded through project finance, including a purchase mortgage entered there, is costed in the breakdown, not illustrated.
4. 04

   Comparables

   The question it answers: What is the evidence for the end value and rent?

   • Our template asks for at least three sold and three rental comparables; we know of no official minimum
   • For each: the street, distance, price or rent, and date
   • Its type, bedrooms and condition against your deal
   • A line on why it supports your figure
   In a Dealist pack: Where you have fetched evidence, Comparable Sales lists up to six recent sales near the property from HM Land Registry Price Paid Data (England and Wales), restated with the UK House Price Index where possible, and an area rent benchmark where one is available. It does not adjust for condition or size. Rental comparables come from you.
5. 05

   Refurbishment schedule

   The question it answers: What does the work cost and who says so?

   • The works, room by room or trade by trade
   • A cost for each line, adding up to the budget
   • The contingency, as a share of the works
   • Who priced it: a builder’s quote, a schedule of rates or your own estimate
   • How long the works take
   In a Dealist pack: The refurbishment total is a line in the Financial Breakdown. The schedule itself comes from you.
6. 06

   Risk assessment

   The question it answers: What could go wrong, and then what?

   • Valuation risk: what a lower end value does
   • Works risk: overruns, hidden defects, delays
   • Market risk: rates, local demand, voids
   • Deal-specific risks: leases, planning, licensing
   • A one-line mitigation for each
   In a Dealist pack: Where you have fetched evidence, Risk Assessment covers flood risk, Article 4 directions, conservation areas, listed buildings and street-level crime, and the EPC rating where one is available. The rate stress test sits in the Financial Breakdown. The valuation, works and market risks, and your mitigations, come from you.
7. 07

   Exit strategy

   The question it answers: How do I get my money out?

   • The planned exit and its numbers, matching the financials
   • One fallback, such as letting a flip that does not sell
   In a Dealist pack: Exit Strategy shows the planned route with its figures and, where your inputs support one, a fallback: sell on completion for a flip (refinance to let as the fallback), refinance and hold for a BRR (sell as the fallback), and hold for income for the other rental strategies (sell as the fallback).
8. 08

   Project timeline

   The question it answers: When does each stage happen?

   • Offer, exchange and completion
   • Works start and finish
   • The refinance or sale window
   • When the investor sees money back, and in what form
   In a Dealist pack: For a flip or a BRR, the months you enter to the sale or refinance drive the finance and holding costs. The dated timeline comes from you.
9. 09

   Fees, terms and disclaimers

   The question it answers: What am I paying, and on what terms?

   • Your fee, when it is payable and what is refundable
   • What your service includes and excludes
   • Your company details, redress scheme and ICO registration
   • A disclaimer that the figures are projections, not guarantees
   In a Dealist pack: The sourcing fee is its own line in the Financial Breakdown. The Legal Disclaimer section is on by default in every new pack. On paid plans, Contact Details come from your brand settings. Your fee terms and registrations come from you.

See the template filled in