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Complete Property Sourcing Programme

Compliance that isn’t Complicated

Follow our simple steps and you’ll come away with solid process foundations, tools and knowledge for your sourcing business: 

This all-in-one course will give you a full rounded view of what it takes to be a professional sourcer or deal package, including expectations day-to-day, and give you the tools and knowledge to get your business running efficiently and legally - so you can spend more time sourcing deals!

With 12 months' access, you'll have plenty of time complete your training, set up your business and stay up to date on compliance and documents for your first year of business. 

 

What You'll Get With Our Course: 

  • Learn the Rules of Sourcing Engagement. The actual role and expectations of a sourcing agent that you really need to know. 
  • How to Source Smart, Be a Leader, Not a Sheep. We won’t give you the same guidance every other course. We focus on compliance first, so you’re sourcing ethically, practically and logically. 
  • The Right Way to Market Your Business. How do you promote your services without breaking FCA regulations?
  • How to protect Your Business and Avoid Fines! Including data protection and anti-money laundering (certificate on completion!)
  • Learn about Fees and how to use them appropriately. 
  • Understand all of the required documents and contracts with out templates and video training to carry out:
  • Onboarding Investors and Due Diligence. Get it right from the start to avoid any compliance or communication issues. 
  • Securing Sellers Legally. Have all of your legally required documents, contracts and processes in check.
  • Completing the Deal…and Getting Paid.
  • How to Avoid Time Wasting. Make sure you’re not running round in circles chasing deals and investors. 
  • Build Relationships With Investors to Drive Repeat Business. We are about long-term strong and professional growth, not quick cash now. 
  • BONUS Document Templates and video training to assist your business (plus get any updates or new documents added over 12 months!)

 

That’s Not All…

We won’t leave you to go out into the sourcing world alone. Let us help you take those first steps…

  • BONUS NAPSA Membership for one year With 1:1 Support. Have all of your policies, procedures, documents, insurance etc. checked by an expert team. They'll provide a custom report with guidance should any changes be needed. (Worth £234)
  • Searchable Company Profile & Marketing Ads. Once approved, investors will be able to search and contact you directly, and your profile will be advertised across NAPSA’s channels. 
  • Investor Match. One approved you’ll also have a direct search carried out to match you with any relevant investors on the system. 
  • Private Group For Approved Members. To share insights, Co-Source, and generally ask questions for support. Odds on, another sourcer will have experienced the same thing!
  • Discounted Insurance. Up to 20% off through partner, Insurance-Desk.

 

How Does It Work?

Join the course today and you'll get a unique NAPSA code within 60 days, to start your one year Membership.

 

 

Course Breakdown:

 

Introduction to Sourcing 

(Approx 2 hours)

  • The Process of Sourcing
  • BMV deals
  • Hidden Dangers
  • Time and Cost to Set Up
  • Key Questions to Ask Yourself

 

Data Protection

(Approx 1.5 hours)

All training is provided from a sourcing perspective, including: 

  • Regulations & Registering for Data Protection Supervisions
  • 7 Principles to Follow & Your Key Responsibilities
  • Privacy Policy & Personal Data
  • Potential Risks, Collecting Data Legally and Opting In
  • Data Vulnerability, Security Systems and Data Owner Rights
  • Assess Your Business and Data Breaches
  • PECR

 

Anti-Money Laundering (AML) 

(Approx 1.5 hours)

Again, this course has all been designed from a sourcer perspective, including: 

  • What is AML
  • Registering for Supervision
  • What You Must Have
  • 3rd Parties
  • The Risks
  • SARS Submission
  • Red Flags
  • Assess Your Business

You'll be sent a custom proof of completion certificate (legal requirement) after both Data Protection & AML modules have been completed. 

 

Day to Day Sourcing Compliance

(Approx 12 hours)

  • Two Ways to Source
  • Compliant Business Set Up
  • Co-Sourcing & Upfront Fees
  • Marketing and Onboarding Investors
  • Contracts, Forms & Guides
  • Key Facts and Fines
  • Finding and Onboarding Sellers
  • Deal Assessment 
  • Monitoring Clients & Getting Paid
  • Processes & Systems

 

Legally Required Documents + Contracts

(Approx 3 hours + approx 10 hours to set up your documents)

We developed these documents with Forbes Solicitors for our own sourcing business. We've adapted each one, so they can be edited for your business. In this pack you'll receive video training to explain how and when to use each (tying in with day to day processes): 

  • Terms of Business
  • AML Policy & Risk Assessment
  • AML CDD Buyer Individual and Company
  • AML CDD Direct to Seller and Seller Via Agent
  • GDPR Privacy Policy
  • Staff Training Record
  • Purchase Option Agreement
  • Bonus Documents

 

NAPSA Membership

You have the opportunity to set up your own business profile on NAPSA (The National Association for Professional Sourcing Agents) search platform for investors to be able to find and contact you.

Now in partnership with BOTH Redress Schemes - TPO and PRS - You will receive 1:1 guidance from NAPSA's team during the registration process to make sure you have everything in place and it's looking as it should - for NO extra cost! 

 

Please note, you'll get 12 months access to complete all of the courses and receive a certificate of completion for the Data Protection & Anti-Money Laundering when finished - although with steady progress you can complete all four courses within a 30 day period.

You will also receive 12 months membership for NAPSA which will renew each year for £195 +VAT, however you can cancel any time. 

 

Please note: you should allow an additional £800 (approx) for your registrations and insurance

Please read out Terms & Conditions

What People Are Saying:

As always fabulous and relevant content, delivered in the most professional manner. Tina really is "The only Sheriff in town" certainly in compliance and the property sourcing space.

Alan Clark

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

Michelle Houldershaw (Legally Required Documents & Contacts)

Thank you Tina for providing this essential and accessible DP/AML training. The value of this course is not only clear and valuable content relating to a crucial element of the property sourcing role, but also the clarity of the relevant legislation and response of the estate agency industry to this….

Rob J Parnaby ([Data Protection & Anti-Money Laundering)

Very clear and concise training. Thank you.

Dwayne Squires (Data Protection & Anti-Money Laundering)