Investor – Step-by-Step Guide

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Provide your contact details and we will arrange a free, no obligation strategy call to understand your investment goals, property requirements, budget and timescales.

✅ Investor profile created with clear sourcing criteria.

We conduct Anti-Money Laundering (AML) and ID checks in line with FCA guidance and Industry compliance. This includes proof of funds and investor verification.

✅ Investor legally verified and cleared to receive live opportunities.

We issue a professional Investor Terms of Engagement, outlining our sourcing process, fee structure, exclusivity period, and how deals will be presented.

✅ Terms signed and onboarding confirmed.

You’ll receive deals,  aligned to your investment brief.  Every deal comes with a professionally presented deal pack that includes property details, comparable data, financials, photos, area research, and ROI projections. Everything you need to make an informed decision — in one place.

✅ Comprehensive deal packs delivered within agreed timeframe. 

We assist in submitting offers, negotiating purchase terms and liaising with agents or direct-to-vendor contacts on your behalf.

✅ Offer accepted and conveyancing begins.

We connect you with our full team of trusted local solicitors, brokers, surveyors, refurb teams, and letting agents saving you time.

✅ End-to-end support from sourcing to completion and letting.

We stay in close contact post-completion to review results and identify future investment opportunities. We love developing deep and lasting relationships with our investors to provide further deal sourcing and investment opportunities. 

✅ Strong long-term relationship with your dedicated go to sourcing team.