Deal Sheet for Buyers

What the deal sheet is for

The deal sheet is the one document a buyer reads before deciding to walk the property or make an offer. It must be accurate. Buyers check the ARV first, then the repairs, then the price. A team known for honest numbers sells deals in days.

The content rules are on the Dispositions Manager page and the Deal Presentation Call script.

Before you send it

• Client approval to market this property
• Market Compliance Card checked for the state (some states regulate marketing a property you only have under contract)
• ARV from the Comps and ARV Worksheet, with 3 or more comps
• Repair tier and main items from the Repair Tier Worksheet
• Price, deposit and deadlines confirmed with the client and the TC
• Access rules confirmed with the TC (lockbox, showing times, tenant notice)
• Buyer list filtered to the matching buy box

The template

DEAL SHEET · Deal ID (DEAL ID) · (DATE)
(PROPERTY ADDRESS), (CITY), (STATE) (ZIP)

PRICE AND TERMS
Price: (ASSIGNMENT PRICE OR RESALE PRICE)
Deal structure: (ASSIGNMENT OF CONTRACT OR DOUBLE CLOSE)
Earnest money: (EMD AMOUNT), due within (EMD DEADLINE) of signing, (EMD REFUND TERMS)
Funding: (CASH OR HARD MONEY ONLY, or AS APPROVED BY CLIENT)
Condition: sold as-is
Closing costs: (WHO PAYS WHICH COSTS)
Closing by: (CLOSING DATE)    Title company: (TITLE COMPANY)

PROPERTY FACTS
Type and style: (TYPE AND STYLE)
Beds / baths: (BEDS) / (BATHS)    Living area: (SQFT)    Year built: (YEAR)
Lot: (LOT SIZE)    Garage: (DETAIL)    Basement: (DETAIL)
Occupancy: (VACANT, OWNER UNTIL CLOSING, OR TENANT WITH LEASE END AND RENT)

NUMBERS
ARV: (ARV)
Comps (renovated, sold):
1. (ADDRESS) · sold (DATE) · (SQFT) sqft · (PRICE)
2. (ADDRESS) · sold (DATE) · (SQFT) sqft · (PRICE)
3. (ADDRESS) · sold (DATE) · (SQFT) sqft · (PRICE)
Repair estimate: (AMOUNT), tier (TIER)
Main items: (LIST OF MAIN REPAIRS)
Known issues: (LIST, or "none known")
Rent estimate (landlord buyers): (MONTHLY RENT, or NOT PROVIDED)

PHOTOS AND ACCESS
Photos: (LINK, or "photos coming (DATE)")
Access: (SHOWING TIMES, LOCKBOX RULES, TENANT NOTICE NEEDED)

NEXT STEP
To walk the property or make an offer: (YOUR NAME), (COMPANY NAME), (PHONE NUMBER), (EMAIL ADDRESS)
Proof of funds required before assignment: Yes

DEAL SHEET · Deal ID (DEAL ID) · Oct 26, 2026
(PROPERTY ADDRESS), (CITY), (STATE) (ZIP)

PRICE AND TERMS
Price: 118,000
Deal structure: Assignment of contract
Earnest money: (EMD AMOUNT), due within (EMD DEADLINE) of signing, (EMD REFUND TERMS)
Funding: Cash or hard money only
Condition: sold as-is
Closing costs: (WHO PAYS WHICH COSTS)
Closing by: (CLOSING DATE)    Title company: (TITLE COMPANY)

PROPERTY FACTS
Type and style: Single family ranch
Beds / baths: 3 / 2    Living area: 1,450    Year built: 1979
Lot: 0.21 acre    Garage: Attached 1-car    Basement: None
Occupancy: Owner occupied, vacant at closing

NUMBERS
ARV: 250,000
Comps (renovated, sold):
1. (ADDRESS) · sold 2 months ago · 1,380 sqft · 241,500
2. (ADDRESS) · sold 4 months ago · 1,520 sqft · 258,400
3. (ADDRESS) · sold 5 months ago · 1,410 sqft · 243,225
Repair estimate: 50,000, tier Full Cosmetic
Main items: kitchen cabinets, counters and appliances; both bathrooms including tubs; water heater; flooring; interior paint
Known issues: none known. Roof about 8 yrs, HVAC about 6 yrs, windows replaced about 2010
Rent estimate (landlord buyers): about 1,800 per month

PHOTOS AND ACCESS
Photos: (LINK)
Access: walkthroughs Sat and Sun 10:00 AM to 2:00 PM local, by appointment with (YOUR NAME)

NEXT STEP
To walk the property or make an offer: (YOUR NAME), (COMPANY NAME), (PHONE NUMBER), (EMAIL ADDRESS)
Proof of funds required before assignment: Yes

Buyer activity summary (for the client)

Update this on the deal record after every buyer call, so the client sees interest without asking.

BUYER ACTIVITY · (PROPERTY ADDRESS) · Deal ID (DEAL ID) · updated (DATE, TIME AND ZONE)
Matching buyers contacted: (NUMBER) (A: (NUMBER), B: (NUMBER), C: (NUMBER))
Calls made: (NUMBER)
Walkthroughs booked: (NUMBER)    Walkthroughs held: (NUMBER)
Offers received: (NUMBER)    Highest offer: (AMOUNT), from buyer rated (RATING)
Main reasons for passing: (PRICE, ARV, REPAIRS, LOCATION, CONDITION, TIMING), with counts
Buyer must be locked by: (DATE)
Recommendation: (HOLD PRICE, ADJUST PRICE WITH CLIENT, OR EXTEND MARKETING), because (REASON)

Check yourself

1. What does a buyer check first on a deal sheet?
2. Name four items in the Price and Terms block.
3. Which seller information stays off a deal sheet?
4. What does the buyer activity summary tell the client?

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