Deal Packaging Playbook Page

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Package smarter. Sell faster. Build a deal business that scales.

The Deal Packaging Course is your complete roadmap to turning property deals into profit, without needing to buy them yourself.

Whether you're brand new to sourcing or looking to streamline your existing business, this course will show you how to find investment-grade deals, build a pipeline of serious investors, and package opportunities that are compliant, compelling, and cash-flowing. From sourcing and analysis to branding, legal frameworks, investor relationships, and scalable systems, you'll get the tools to run a high-performing, professional deal packaging business.

Inside, you'll learn how to structure your business the right way, navigate legal and compliance requirements, and build a brand that attracts investors with confidence. You'll discover how to analyse deals using top tools like Lendlord and Property Market Intel, structure fees for maximum profitability, and present deals with investor-ready pitch decks that close.

We'll show you how to create airtight contracts, handle investor objections, automate your workflow, and even upsell additional services like project management and finance sourcing. Real strategies. Real tools. Real results.

This isn't just about finding deals, it's about building a business that runs on trust, systems, and scale.

Master the process. Monetise the opportunity. Build a business that lasts.

If you're ready to grow a compliant, scalable deal packaging business that brings value to investors and profit to your pocket, this is your next step.

Unlock the system. Launch your business.

What is Deal Packaging Playbook?
Deal Packaging Playbook is a step-by-step programme that shows you how to build a compliant, professional deal sourcing business without buying property yourself. It covers finding and analysing investment-grade deals, setting up the business and its branding, meeting the legal and regulatory requirements, building an investor network, structuring your fees, and creating the contracts, pitch decks and systems that let the business scale.
How long will it take me to complete?
Most people complete the Deal Packaging Playbook course in about 2 days, depending on their schedule and other commitments. However, it's recommended to take your time and absorb the content gradually, rather than rushing through it, to get the most value and real-world results.
When can I start my course?
You can start your course immediately, it's all online and available in your library as soon as you log in. You can work through it at your own pace, whenever it suits you.

THIS COURSE

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Purchase this course and get instant lifetime access – study at your own pace, on any device.

£1,494

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Or Access Free With The Academy

This course is included as part of The Academy – Steve's 12-month intensive coaching and mentoring programme.

✓ Weekly live training and Q&As
✓ Twice-monthly 1:1 coaching
✓ Lifetime access to all 10 courses
✓ Expert community and power team

Deal Packaging Playbook

Content Structure

Module 1: Introduction to Deal Packaging
Lesson 1: What is Deal Packaging?
Lesson 2: Why choose Deal Packaging?
Lesson 3: Industry Overview
Lesson 4: Is this for you?

Module 2: Finding and Sourcing Property Deals
Lesson 1: Deal or investor first?
Lesson 2: Types of Deals
Lesson 3: Finding Deals
Lesson 4: Due Diligence & Analysis
Lesson 5: Tools for deal analysis (Lendlord, Property Market Intel)

Module 3: Business Setup & Branding
Lesson 1: Business Models & Structuring
Lesson 2: Branding & Online Presence
Lesson 3: Brand Identity

Module 4: Compliance & Legal Framework
Lesson 1: Setting up a company
Lesson 2: Bank account
Lesson 3: Professional Indemnity Insurance
Lesson 4: Property Redress Scheme
Lesson 5: Data Protection
Lesson 6: Anti-Money Laundering

Module 5: Building an Investor Network
Lesson 1: Finding Investors
Lesson 2: Investor Profiling

Module 6: Structuring Fees & Monetisation Strategies
Lesson 1: How to structure your fees
Lesson 2: Retainers
Lesson 3: Success Fees
Lesson 4: Hybrid Approach

Module 7: Contracts & Legal Documents
Lesson 1: Non-Disclosure Agreements
Lesson 2: Exclusivity Agreements
Lesson 3: Terms of Business
Lesson 4: Due diligence checklists for investors and deals

Module 8: Pitch Decks & Investor Presentations
Lesson 1: Why Pitch Decks Matter
Lesson 2: How to Create a Winning Pitch Deck
Lesson 3: Tools for Creating Pitch Decks

Module 9: Managing Client Expectations
Lesson 1: Defining Your Target Audience
Lesson 2: Setting Realistic Expectations
Lesson 3: Handling Investor Queries & Objections

Module 10: Systems & Processes
Lesson 1: Automating Your Business
Lesson 2: Process Flow for Packaging a Deal
Lesson 3: Scaling Your Business