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Property Sourcing Legally Required Documents + Contracts

Get instant access to ALL of the legally required documents you need, plus the additional contracts needed to secure your investor and any deal

Tina Walsh has spent over 10 Years creating and fine tuning the documents used in her own sourcing business, at a cost in excess of £5,000. Now you have the opportunity to access those documents for a fraction of their original cost!

Tina still uses these documents in her own sourcing business today and checks all of them on a regular basis for any changes needed to reflect changes in regulations.

As a bonus, you will have 12 months Access to the course and if Tina makes any changes at all to her documents you get them as well!

What you'll get:

  • Instant access for 12 months to the latest legally required documents for your sourcing business.
  • Editable versions of each document to adapt for your business.
  • Video tutorials to explain why, how and when you should use each document.
  • You will be informed of any changes made to the documents so that you have access to the most up to date version.


Document Templates included in this course: 


3x downloadable checklist sheets you can use to follow: 

  1. Overall Business (what you need before you work with an investor)
  2. New Investors - 8 steps to follow for every investor you work with
  3. Sellers: Direct to - 8 steps to follow before a deal is completed


Sneak peak here...



Critical to making sure your investor understands your terms and fees, including a 12-page Terms of Business Agreement.



Including AML Policy and what you need to cover GDPR


AML Risk Assessments

Check investors for low, medium and high risk. We'll show you what you need to assess and how to track for every new investor. 


Controls & Procedures

From investors to sellers - individual, company, trust and via 3rd party. We'll guide you through step-by-step of what you need to know when completing your controls and procedure forms. 



Video guidance and downloadable document on the essential Staff Training Matrix that all sourcing businesses must complete. 


+ Bonus Documents

To help you if you land in a tricky situation with an investor complaint. 


With 14 Modules and 12 videos, in under 3 hours you will have all you need to start creating your own bespoke documents for your sourcing company!

This easy to follow course gives you the best foundation for your Property Sourcing or Deal Packaging business.

Please read our Terms & Conditions

What People Are Saying:

Really excited to get going with the course. It so good to have people such as yourselves to shine a light on best practice for those of us that want to provide a great service for our clients.

William Rigley

The sourcing compliance course was great! Really helpful in outlining and understanding your responsibilities as a sourcing agent. Would definitely recommend.

Richard Bagguley

Thank you so much for setting up this essential course for Deal Sourcing.

Michelle Houldershaw