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Templates, playbooks, scripts and trackers pulled straight out of a working operation — $100M+ closed, 2,000+ closings, single-family and multifamily owned today. 3 of them open right in Excel or Google Sheets. Search it, filter it, take what you need this week.
9 files
Seven pass/kill checks that tell you to walk away before you burn a weekend underwriting a deal that was never going to pencil.
Kill bad deals in 7 minutes instead of 7 hours.
A buy-and-hold underwriting sheet with the expense lines investors forget, DSCR, cash-on-cash and a break-even rent row.
See cash flow, DSCR and break-even rent on one screen.
The call flow used to get to price and condition without sounding like every other wholesaler who called that morning.
Get to price, timeline and condition in one call.
Refinance-first BRRRR sequencing for a high-rate market, including the appraisal packet that protects your ARV.
Know your refi number before you buy, not after.
A room-by-room scope sheet contractors can bid line by line — so three bids are actually comparable.
Compare contractor bids apples-to-apples.
The terms that quietly cost you money later: prepay, recourse, reserves, draw schedules, extension fees.
Stop signing debt you haven't fully priced.
A pipeline sheet that tracks leads through offer, contract and close — with the conversion math filled in.
Know exactly how many leads make one closing.
Written criteria, the questions that are legal to ask, and the verification order that catches fabricated income.
Screen consistently — and defensibly.
A week-by-week plan for a new investor: market pick, buy box, lender, comps reps, and the first written offer.
Have a real buy box and a written offer in 90 days.
Members get the filled-in underwriting file behind each teardown, the lender list Cory's team is actually closing with this quarter, and a live deal desk where your deal gets priced by a human.
See Real Estate Servant members