How to use the Property Deal Packaging Tool: full video tutorial
Build a residential deal pack with discount, day-one equity, yields, cashflow, stamp duty and cash needed. Education only.
▶ Play the tutorial (7:35)About this tutorial
If you source property deals, your pack has to be clear and honest. This full guide walks you through every box and result in the Property Clues Property Deal Packaging Tool, using a worked example: a three-bed house in Bradford offered at £155,000 against a £180,000 market value.
What you'll learn
- Discount to market value from sold comparables, and day-one equity
- Gross and net yield, cashflow before and after tax (Section 24), and cash-on-cash return
- Cash needed: deposit, stamp duty with the 5% surcharge, refurb and contingency, legal costs and your sourcing fee
- Showing your sourcing fee against the equity, a refinance illustration, and the assumptions and risks
- The sourcer compliance checklist (redress scheme, AML supervision, ICO, PI insurance) and printing the pack
Chapters
- 13.9% below market value, but does it pass? (example pack)
- Finding your way around
- The property
- The numbers
- Rent, finance and buying costs
- Prepared by, and the headline figures
- Purchase, income and return
- Where the rent goes, and cash needed
- Your fee, refinance and risks
- The sourcer compliance checklist
- Printing, saving and recap
Figures in the video are a worked example. Property Clues tools are educational calculators and checklists, not financial, tax, mortgage or legal advice. Speak to a qualified adviser about your own situation. The voice in the video is AI-generated.