Subject-To Deal Workbook
Analyze and close subject-to deals with confidence
Master subject-to investing: analysis tools, seller scripts, risk assessment, and deal calculator. Complete step-by-step workbook to acquire properties without new financing.
Subject-to investing lets you acquire properties without new financing, but the due diligence is different. One misstep can trigger a due-on-sale clause or leave you with an unworkable deal.
This workbook walks you through every step of the subject-to process with analysis tools and scripts designed specifically for this strategy.
What's included
What this helps with
- 1Analyze any sub-to deal with confidence
- 2Explain the strategy to sellers clearly
- 3Protect yourself with proper disclosures
- 4Avoid the costly mistakes beginners make
Inside this product
- 📊 Subject-To Deal Analyzer, loan payoff, equity, monthly cash flow
- 🗣️ Seller Conversation Script, explain sub-to clearly and ethically
- 📋 Due Diligence Checklist, 30 items specific to sub-to deals
- 📄 Disclosure Templates, seller authorization and acknowledgment
Common questions
Is subject-to legal?
Subject-to acquisitions are legal in all 50 states. However, they carry risk related to the due-on-sale clause. This workbook covers those risks and how to mitigate them.
🏠 Manage: Run the rehab or the rental
Got this handled? Here's what comes next in the deal.
Rehab Project Tracker
Manage every rehab from demo to close
- ✓Scope of Work, 60-item line list with budgeted vs. actual
- ✓Contractor Tracker, bids, hired, draw history
- ✓Project Timeline, start/end dates by trade
Landlord Document Bundle
Every document a landlord needs in one pack
- ✓Residential Lease Agreement (12 sections)
- ✓Move-In & Move-Out Inspection Checklist
- ✓Rental Application Form
Property Management SOP Templates
Run your rentals like a professional property manager
- ✓7 Core Property Management SOPs
- ✓Tenant Screening & Approval Process
- ✓Move-In & Move-Out Procedures