SOP Sample Page


Business Foundations Systems & SOP Guides:

Setting YOU up for Success System

Document Type: Adobe PDF

Description: There are a lot of things you’ll need to understand before you become a successful real estate investor. Understand first, however, that you need to prepare yourself for learning. This manual is intended to walk you through your business preparation stages such as goal setting, growth mindset, and time management.

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Business Partner Evaluation System

Document Type: Microsoft Word

Description: This is a step-by-step system designed for you to make informed decisions when partnering on a real estate deal or if you are considering taking on a partner in your real estate business. In any business, you have a ton of decisions to make and none more daunting then finding the right business partner. The Business Partner Evaluation System guides you through a logical progression of uncovering your needs, desires, and skill sets. If you already have an active partnership the system can help you to create better separation of responsibilities so you maximize your productivity. In those unfortunate circumstances where you may have to exit out of a partnership, the evaluation system pinpoints some specific exit strategies to consider.

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Finding Your Investment Strategy

Document Type: Adobe PDF

Description: Just as in most professions, becoming a real estate investor is just the beginning – you still need to find your niche. Finding the right investment vehicle to use, the proper direction to follow, and the best way to move forward are all common concerns. While trying to find the solution, however, many times people will get sidetracked and steered off course. This guide is intended to introduce you to the options you will face, and the typical cycle most students follow when learning the ropes of this business. Know that your strategies will change and evolve over time, as well as your passions. The only thing that must remain the same throughout this process is your willingness to learn and grow as an entrepreneur.

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Ultimate 2 and 5 Person Company

Document Type: Adobe PDF

Description: When first growing your investing business it’s imperative that you have adequate diversification of your business roles. The ultimate 2 person business gives you a starting point to structure your business and divide up tasks amongst business partners. While the Ultimate 5 Person Company Organization Chart shows how to set up your office as it grows larger into a 5 person company.

Click Here to Download 2 Person Company
Click Here to Download 5 Person Company

Office Set Up System

Document Type: Adobe PDF

Description: Setting up your office may not sound like a difficult task, but it is not something you can throw together in an afternoon if you want to have a successful business. Your office is the physical manifestation of your business and a sloppy office means a sloppy business. So, how can you set up a successful office? We’ll go over what to include in your office budget, the merits of a home office versus a formal office, how to organize your workspace and your files, technology that will make your business run smoother, and communication tools. We will help you create an office that practically runs itself, allowing you to focus on growing your business.

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Employee Hiring System

Document Type: Adobe PDF

Description: This system walks you through everything you need to know about finding and hiring ‘A’ players. This is the exact model used by CT Homes and FortuneBuilders that has helped propel its growth to what it is today. The Employee Hiring System should be implemented immediately and used every single time you make a hiring.

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Additional Resources:

For video tutorials, check out the Business Foundations Module


Deal Analysis & Appraisal Systems & SOP Guides:

Analyzing Deals System

Document Type: Adobe PDF

Description: Evaluating a deal is a 3-step process. We’ve structured the process this way so that you can quickly identify whether or not a particular buying opportunity is worthwhile or not. As a real estate investor, one of the most valuable things you have is your time. It’s important not to waste it.

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Scope of Work System

Document Type: Microsoft Excel

Description: In this system, we will lead you through all of the items you need to evaluate in order to create your Scope of Work, and show you a “4 Question Test” you can use to keep the scope of your projects on track and effective. We will also walk you through a sample Scope of Work so that you can see how to apply what you have learned.

Click Here to Download the Scope of Work System
Click Here to Download the Scope of Work Excel

Exit Strategies as an Investor

Document Type: Adobe PDF

Description: This system will equip you with the information you need to make well-informed decisions when choosing the right exit strategies for your deals. Without having a well thought-out plan in place, you are much like an athlete unprepared for the big game. Chances are, you wouldn’t go into a playoff game unprepared, without an end goal in mind – you would be sure to carefully plan out your winning strategies to come out on top. By applying this logic to your real estate business and educating yourself through this system, you should have a clear understanding of exit strategies and the role they play in your success.

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Marketing Systems & SOP Guides:

Bandit Sign System

Document Type: Adobe PDF

Description: Running a successful bandit sign campaign is a science, which requires a very detailed system for consistent fulfillment. That’s where the FortuneBuilders Bandit Sign System comes into play. The objective of this guide is to help you build a successful bandit sign campaign and implement this proven system to generate leads and maximize your long-term success.

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Building a Buyers List

Document Type: Adobe PDF

Description: Building a buyers list is crucial to your success as an investor. As soon as you put a property under contract, you should implement multiple marketing strategies to your buyers list in order to sell your properties quickly. Through this guide, you will not only learn how to build a list of good, quality buyers, but we go over ways you can build relationships with that list and effectively market your properties to them. Remember, your list of buyers is your gold mine – so it’s important to treat it like one!

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Networking Marketing System

Document Type: Adobe PDF

Description: This system will break down even further just how important network marketing is to your growing business. It will also outline ways in which you can interact with a variety of people. Because networking is such an integral piece of the marketing puzzle, we recommend you take this information very seriously.

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Additional Resources:

For video tutorials, check out the Marketing Module


Financing Module Systems & SOP Guides:

Financing Your Deals System

Document Type: Adobe PDF

Description: In this system, we will explore a variety of financing options you can utilize throughout your investment career. From traditional to creative financing, we’ve tried them all and discovered that sometimes, it doesn’t always take money to make money. It takes a smart investor to use other people’s money (OPM) to make money. By familiarizing yourself with the methods outlined in this guide, you’ll be able to make better informed decisions about which financing strategies will work best for your deals.

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Additional Resources:

For video tutorials, check out the Financing Module


Wholesaling Module Systems & SOP Guides:

Developing Your Wholesale Team System

Document Type: Adobe PDF

Description: Congratulations – you have reached the point in your business development where you are bringing in enough work that you can’t do everything by yourself! Your next step is to assemble a team to help your wholesaling business reach its full potential. culture. In this guide, we will take a look at the six key players you should have on your wholesale team, and the roles they play within your company.

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Additional Resources:

For video tutorials, check out the Wholesaling Module


Acquisitions Module Systems & SOP Guides:

Mastering the Seller Lead Sheet System

Document Type: Adobe PDF
Document Type: Microsoft Word

Description: The Seller Lead Sheet is the first and often the most important step in the real estate property acquisition process. Using the Seller Lead Sheet will help you quickly and easily determine whether or not a particular property will be worth pursuing, and you will have the opportunity to explore a potential seller’s perspective and situation regarding the property. In this system, we’ll explore what you’ll need to get started, how to categorize your leads, the four components of taking a lead, how to address common concerns, and real-world case study examples.

Click Here to Download the Mastering the Seller Lead Sheet System
Click Here to Download the Seller Lead Sheet Document

Additional Resources:

For video tutorials, check out the Acquisitions Module
For checklists, check out the Acquisitions Checklist


Rehabbing Systems & SOP Guides:

7 Stage Rebabbing System

Document Type: Adobe PDF

Description: The most important action in growing your rehab business is breaking the entire rehab process down into stages so you aren’t spending all of your time on the jobsite. Start small and build your experience gradually so you don’t get in over your head. The more rehabs you do, the more experienced you will become. However, until you have developed your own process, following our Seven Stages of a Rehab system will help you to avoid costly mistakes and pitfalls. As your knowledge and confidence grow, so will the scope of your projects.

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Hiring Your Contractor System

Document Type: Adobe PDF

Description: Hiring a good, dependable contractor is crucial and will have a significant effect on the outcome of your rehab project. Put a good contractor into a rehab project without a system in place, and you will have problems. But put a good contractor into a fantastic system and you will end up with a great contractor. In this system, we will show you where to start your search, what questions to ask, and what information to provide to make sure you are hiring the best possible contractor for your rehab job.

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Six Critical Documents You Will Need System:

Document Type: Adobe PDF

Description: The ability to complete a successful rehab is largely dependent on executing six critical documents with your contractor. When we say critical, we mean critical! Not only will these documents ensure that your project gets completed the way you want it to, but they will also offer both you and your contractor legal protection in case anything goes wrong. In this system, we go through each document in detail and explain what information you will need to provide for your particular project and market. We also explain why each document is so critical. Get your documents in a line and download this system today!

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Common Rehabbing Mistakes and Avoiding Them System

Document Type: Adobe PDF

Description: We’ve taken ten of the most common rehab mistakes and thrown them into one nice and easy-to-read system so that you can be better prepared.

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Rehabbing Risk Management System

Document Type: Adobe PDF

Description: In this booklet, we look at managing the risks you are taking when you enter a rehab project. We’re not talking about whether or not you’ll make a profit; we’re talking about theft, vandalism, and lawsuits.

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Rehab Post Game Analysis System

Document Type: Adobe PDF

Description: Now that you’ve sold your property, it’s time to take a step back and analyze the deal. At the end of each real estate transaction, it’s important to meticulously analyze your deal and figure out what you did right and what you did wrong. How did your projected profit compare to your actual profit? What seemed to work for you, and what was a disaster? Successful investors never make the same mistake twice. In this booklet, we show you how organizing your business can lead to the analysis you need to continue to improve and mature.

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Additional Resources:

For video tutorials, check out the Rehabbing Module
For checklists, check out the Rehab Checklists


Property Sales Systems & SOP Guides:

The Closing Process System

Document Type: Adobe PDF

Description: Even though the closing process is the most crucial step in the real estate game, it often is one of the most neglected steps. Most people find themselves spending the last week scrambling around trying to put together a solution to issues that could have been easily handled weeks in advance. The closing process should start long before the offer is accepted. The key is to be organized, be prepared, and be proactive. In real estate, the greatest opposition is in the final steps before closing. In this system, you’ll learn how to make the closing process go as smoothly as possible.

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Selling Properties System

Document Type: Adobe PDF

Description: As a real estate investor, you know that the faster you sell, the more profitable you are. The less time your property spends sitting on the market will save you money in holding costs – and precious time that you should be spending on your next project. As a real estate investor, your goal should be to give buyers every possible reason to want to purchase your home over any other home they see. In this system, you’ll learn how to efficiently sell your property so you can maximize your profit potential.

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Additional Resources:

For video tutorials, check out the Property Sales Module
For checklists, check out the Sales Checklists


Passive Income Systems & SOP Guides:

Buy and Hold Market Evaluation System

Document Type: Adobe PDF

Description: The ability to evaluate your market is the key to success in a buy and hold investment. You need to understand how key economic factors such as the gross domestic product, metropolitan statistical areas, and the housing affordability index will affect your ability to make a buy and hold property profitable. In this system, we give you tips on what you need to know about the specific property you are considering. We will discuss how to evaluate the property’s potential for passive income by looking at local rental rates, vacancy rates, and the availability of good property management services. The system takes market valuation one step further and puts you in the driver’s seat to be able to evaluate markets that may be thousands of miles away from your backyard.

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Deal Analyzer for Rentals System

Document Type: Adobe PDF

Description: This manual will walk you through nearly 2 dozen calculations that you will use when analyzing a rental deal and explain when, where, and why to use them. Plus, throughout the manual we’ll point out some key tips such as which calculations the banks typically look at when providing lending on a project.

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Additional Resources:

For checklists, check out the Rental Checklists