Bricks & Yield vs Broker Packs and Appraisal Spreadsheets

Lender or broker Excel packs are tailored to credit decisions. Bricks & Yield is tailored to your investment discipline before you reach that gate.

Head-to-Head Comparison

Bricks & Yield (Pre-Offer Underwriting Workspace)

A structured, linked UK deal model designed to find your true Maximum Purchase Price (MPP) and hold discipline.

  • Linked Four Pillars: Changes to refurb, AST/HMO rent, or exits instantly update your cash-left-in and returns.
  • MPP Engine: Reverse-engineered price limits with clear traffic lights prevent offer-stage overpayment.
  • Visual Deal Pipeline: Drag deals through Screening, Needs Evidence, Investor Ready, Shared, and Closed on one unified dashboard.
  • Core Focus: You and your team, across the whole deal lifecycle.
VS

Broker / lender packs (Bespoke Grid / Sheets)

Lender or broker Excel packs are tailored to credit decisions. Bricks & Yield is tailored to your investment discipline before you reach that gate.

When to use Broker / lender packs:

  • You are at submission stage and the lender’s template is mandatory.
  • Core Focus: Underwriter-friendly layout for a specific lender or product.

You will often encounter spreadsheet templates from brokers or banks. Those packs optimise for their underwriting questions, not necessarily for your full investor view (HMO vs single let, sensitivity tables, or pipeline tracking).

Bricks & Yield helps you arrive at coherent assumptions first; you may still transpose outputs into lender formats when required.

Feature Comparison Matrix

Investor-led model versus credit-pack format.

Feature / Capability Bricks & Yield Broker / lender packs
Private investor scenarios before lender narrative ✅ Yes ⚠️ Partial
Many deals at different pipeline stages ✅ Yes ⚠️ Partial
Lender-ready field layout and policy alignment ⚠️ Partial ✅ Yes
Room-level HMO narratives where supported ✅ Yes ⚠️ Partial
Linked pillars independent of one bank’s template ✅ Yes ⚠️ Partial
Submission-mandatory credit pack ⚠️ Partial ✅ Yes

Detailed Comparison

Comparison Metric Bricks & Yield Broker / lender packs
Audience You and your team, across the whole deal lifecycle. Underwriter-friendly layout for a specific lender or product.
Flexibility Explore scenarios privately before committing to a lender narrative. Fields are often fixed to credit policy.
Pipeline Many deals at different stages. Usually one facility at a time.
HMO complexity Room-level narratives where the product supports them. May simplify or omit investor-specific comparisons.

Which should you choose?

When the broker pack is primary

You are at submission stage and the lender’s template is mandatory.

When Bricks & Yield comes first

You want internal consistency long before you ask a bank to underwrite your story.

Frequently Asked Questions

Will UK mortgage brokers and lenders accept deal summaries from Bricks & Yield?

While lenders eventually require their own specific **lender credit pack** formats, presenting a clean, professional investor pack PDF from Bricks & Yield shows disciplined underwriting. It ensures your core assumptions (refurb budgets, stress-tested ICR, refinance yields) are logically aligned, making it much easier for a **buy to let mortgage broker** to understand the deal narrative.

How does Bricks & Yield handle bridging finance calculations?

Bricks & Yield includes built-in cost modelling for bridging loans, including arrangement fees, interest retention, and exit fees. By mapping these on the same canvas as your refurb works and final refinance, you can check if your cash-to-complete and exit LTV margins are viable before applying for funding.

Can I use Bricks & Yield to calculate cash-to-complete before seeking a broker pack?

Yes. Bricks & Yield calculates your total cash-to-complete (including purchase deposit, stamp duty surcharge, broker fees, works budget, and holding costs) dynamically, so you know exactly how much cash is required before you engage a broker or commit to a bridge loan.

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