Real Estate Deal Tools
27 analyzers, calculators, contracts, and SOPs for closing deals
Contractor Estimating & Job-Profit System
Bid every job by the numbers and know your profit before you sign
- ✓Setup tab: labor burden, tax, markup, target margin, overhead per hour
- ✓Materials takeoff: 20 lines, quantity x unit cost, sales tax applied
- ✓Labor tab: 15 tasks, crew x hours x rate, burden added automatically
Wholesale Deal Analyzer Pro
Comps to MAO to a scored verdict before you make the offer
- ✓Deal Analyzer: 3 comps to ARV, MAO, buyer equity, spread vs MAO
- ✓Rehab Estimator: 50 line items in 12 categories with contingency
- ✓Deal Scorecard: 4 automatic tests, STRONG / WORKABLE / PASS verdict
BRRRR Strategy Analyzer
See how much capital comes back at the refinance before you buy
- ✓Phase 1 Buy: purchase, closing costs, holding months and monthly carry
- ✓Phase 2 Rehab: 12-line budget, Budget and Actual columns, contingency
- ✓Phase 3 Rent: market rent, vacancy, operating expenses, monthly NOI
Concrete Estimate Template
Slab and flatwork takeoff to a priced bid in one Excel sheet
- ✓Dimensions: length x width x thickness to sq ft and cubic yards
- ✓Materials: ready-mix, rebar or mesh, base, vapor barrier, forms, pump
- ✓Sales tax applied to the materials subtotal
Interior Painting Estimate Template
Wall and ceiling takeoff to gallons, labor hours, and a priced bid
- ✓Takeoff: perimeter x height minus openings, plus ceiling, x coats
- ✓Paint order: gallons rounded up from your coverage per gallon
- ✓Materials: paint, primer, and sundries with sales tax applied
Drywall Estimate & Takeoff Template
Board area to sheets, screws, mud, tape, and a priced bid
- ✓Board takeoff: wall plus ceiling area with waste, rounded to sheets
- ✓Sheet size selector: 4x8 or 4x12 coverage
- ✓Consumables auto-fill: screws, joint compound, tape from board area
Motivated Seller Script Masterpack
Book the appointment on every seller call, whatever they throw at you
- ✓Universal opening script to use on every call
- ✓8 lead-type scripts, from absentee landlord and probate to cold FSBO
- ✓10 objection handlers with word-for-word rebuttals
Due Diligence Checklist Bundle
Walk the property, qualify the seller, and package the deal without missing a step
- ✓Property Condition Walkthrough: 55 items across 8 sections
- ✓Exterior, roof, plumbing, electrical, HVAC, interior, safety, lot
- ✓Seller Qualifier Script: 30 questions around the four pillars
Cash Buyer Deal Presentation Template
Turn a deal into a one-read packet cash buyers can say yes to
- ✓Cover page with property, buyer, and your contact fields
- ✓At-a-glance block: price, ARV, repairs, flip profit, cash flow
- ✓Fix & Flip and Rental analyses laid out side by side
Rental Property Cash Flow Calculator
Monthly cash flow, cap rate, and 5-year equity before you write the offer
- ✓Cash Flow sheet: purchase, financing, monthly P&I from rate and term
- ✓12 itemized monthly expense categories, including CapEx and turnover
- ✓Vacancy rate and other-income rows feed effective income
Fix & Flip Profit Calculator
Net profit, return on cash, and a worst case before you sign the contract
- ✓Deal & Financing: purchase, closing, hard-money points and interest
- ✓Rehab Budget: 50 line items, Budget and Actual columns, contingency
- ✓Holding Costs: six monthly lines times months held
Short-Term Rental Income Analyzer
Month-by-month Airbnb and VRBO underwriting with the long-term rental comparison built in
- ✓12-month seasonality table: ADR and occupancy per month, real days
- ✓Platform fee, cleaning per turnover, management, insurance, tax, HOA
- ✓Turnovers per year derived from average stay length
Rehab Project Tracker
Run a renovation from demo to punch list with one 5-tab Excel workbook
- ✓Scope of Work: 60 line items with budget, actual, variance, and status
- ✓Contractors: 3 bids across 12 trades, low bid chosen by formula
- ✓Draw Schedule: 10 milestones, percent of total and cumulative drawn
Motivated Seller Lead Tracker CRM
A 200-lead wholesale CRM in Excel that scores leads and flags overdue follow-ups
- ✓Leads sheet with 200 rows, 7 lead sources, and 7 pipeline statuses
- ✓Lead score formula: motivation x 12 plus spread % x 100, capped at 100
- ✓Color-coded status cells and red highlight on overdue open follow-ups
Landlord Document Bundle
Six editable Word documents that cover a tenancy from application to pay-or-quit
- ✓Residential Lease Agreement: 12 sections, two tenant signatures
- ✓Move-In / Move-Out Checklist: 33 items, OK / Damaged / Missing
- ✓Rental Application: 3-year history, income, background consent
Cash Buyer & Investor Email Swipe File
30 fill-in-the-brackets emails to build and work a cash buyer list
- ✓8 Cold Outreach emails to introduce yourself to new investors
- ✓6 Deal Submission emails: flip, rental, pocket deal, price drop
- ✓5 Follow-Up emails to re-engage quiet buyers, ending in a last call
Wholesaler SOP Bundle
Eight written SOPs so your wholesale business runs on process, not on you
- ✓8 SOPs, each with purpose, owner, tools, 6-8 steps, and 3 KPIs
- ✓Role and Responsibility Matrix: 8 processes, 5 roles, R/A/C coded
- ✓One-line process flow in every SOP, from trigger to handoff
Wholesale Property Marketing Kit
Blast a new wholesale deal to your buyers list in under 30 minutes
- ✓One-page property flyer in Word with 5 built tables and a photo strip
- ✓5 SMS blast scripts under 160 characters, each with a STOP opt-out
- ✓Email blast template with a numbers block, comps line, and terms
Subject-To Deal Workbook
Underwrite, explain, and document a subject-to deal with the numbers and paperwork
- ✓Excel Deal Analyzer: 15 formulas, 3-test verdict, stress test
- ✓Loan Payoff Schedule: 360 months, linked to the analyzer inputs
- ✓Seller Conversation Script: 6 steps that name the due-on-sale risk
Vacant Land Investment Analyzer
Score the parcel, comp the price, model the seller-carry note, and pick the exit first
- ✓Parcel Scorecard: 25 weighted criteria in 5 groups, graded as percent
- ✓Comps sheet: 5 land comps to adjusted $/acre and an indicated value
- ✓Owner Financing: seller-carry payment, note income, interest, IRR
Real Estate Investor Business Plan Kit
Write the strategy, buy box, and 12-month plan before you risk a dollar
- ✓9 fill-in sections from Investment Strategy to Team and Systems
- ✓Financial Goals Dashboard: income to deals to contracts to leads
- ✓Acquisition Criteria with MAO formula, rental screens, and no-go list
Comparative Market Analysis (CMA) Template
Six adjusted comps to a weighted, defensible value and a one-page client report
- ✓CMA Worksheet: subject specs plus a 6-comp adjustment grid
- ✓Automatic size and condition adjustments from two factors you set once
- ✓Manual location and features adjustments per comp
Real Estate Direct Mail Kit
Ten ready-to-mail letters and postcards for five seller niches, plus the ROI tracker
- ✓10 mail pieces in Word: a letter and a postcard for each of 5 niches
- ✓Messaging notes per niche: absentee, probate, pre-foreclosure, expired
- ✓Best Practices Guide: lists, 6-touch schedule, compliance, response
Wholesale Contract & Assignment Kit
The four wholesale documents in editable Word, with the clauses that matter explained
- ✓Wholesale Purchase & Sale Agreement: 11 sections, assignment language
- ✓Assignment of Contract Agreement: fee, deposit, as-is, closing
- ✓Double Close Addendum: two transactions, funding, disclosure, costs
Exit Strategy Decision Tool
One set of deal numbers, five exits side by side, best return and biggest profit flagged
- ✓Inputs sheet: one set of property, rental, and financing numbers
- ✓Comparison sheet: Wholesale, Flip, BRRRR, Hold, Seller Finance
- ✓Cash required, profit, ROI on cash, and timeline for each exit
Property Management SOP Templates
Seven one-page landlord procedures, from tenant screening to eviction, in editable Word
- ✓Tenant Screening SOP: written criteria, ID and income checks
- ✓Lease Signing and Move-In SOP: meeting, deposit, inspection
- ✓Rent Collection SOP: due date, grace period, notice sequence
Private Money Pitch Deck Template
A 12-slide lender pitch with the security and downside slides investors ask for
- ✓Confidential cover: target amount, rate, term, and secured property
- ✓Opportunity, Track Record, and Team slides with bracketed proof points
- ✓Deal and Numbers slides: all-in cost, ARV, loan-to-ARV, worst case