Interactive deal sourcer checklist for deciding whether a UK property lead is ready to send to an investor, still needs evidence, should be renegotiated, or should be killed. Covers numbers, proof gaps, pack content, Deal Shield redactions, and close-out steps. Use it as a quick screen before saving live deals in the Deal Pipeline.
Investor pack readiness checker
Interactive deal sourcer checklist for deciding whether a UK property lead is ready to send to an investor, still needs evidence, should be renegotiated, or should be killed. Covers numbers, proof gaps, pack content, Deal Shield redactions, and close-out steps. Use it as a quick screen before saving live deals in the Deal Pipeline.
Outputs
- Deal readiness score (percent)
- Verdict (Send | Needs Evidence | Renegotiate | Kill)
- Missing proof gaps (checklist_items)
Calculation formula and denominator
Readiness is an evidence-completeness screen: completed and evidenced checks are counted separately from unanswered or unsupported claims.
How to Use This Checklist
- Confirm the core numbers: maximum purchase price, yields, ROI, cash flow, DSCR, cash to complete, and stress-test assumptions.
- Check the proof gaps: sold comparables, rent evidence, refurb estimate, EPC, tenure, licensing, planning, and HMO notes where relevant.
- Review the investor pack: plain-English summary, verdict, risk register, assumptions table, sourcing fee disclosure, and disclaimers.
- Confirm Deal Shield redactions: exact address, source URL, and private notes should stay hidden until you choose to reveal them.
- Define the share and close-out step: named investor, next action, reservation, fee payment, completed, passed, or archived.
Worked example
A pack with verified rent, costs and title prompts but no finance illustration remains “needs evidence”; a high tick count cannot override a critical missing item.
Method and sources
Reviewed: 26 August 2026
- Record each claim and its evidence.
- Treat critical proof gaps as stop conditions.
- Share limitations and the evidence date with the pack.
Sources
Assumptions and limitations
- A checklist does not validate source documents.
- Readiness is not legal, mortgage or investment approval.
