Deal-Ready Playbook

A great real-estate deal can still lose a lender’s attention when the numbers are unclear, documents are missing, or the financing request is difficult to review.

The Deal-Ready Playbook is a practical, step-by-step guide for presenting a fix-and-flip opportunity to a private-money lender with greater clarity, confidence, and professionalism.

This 50-page digital playbook helps you organize the property, renovation plan, numbers, borrower information, supporting documents, and exit strategy into one lender-ready package.

Inside, you’ll find:

• The Five-Act Deal-Ready Roadmap

• A simple deal and projected-profit formula

• Property and deal-summary worksheets

• Scope-of-work and rehab-budget templates

• ARV comparison and supporting-evidence worksheets

• Rehab and downside stress tests

• Experience, liquidity, and reserve guidance

• Primary and backup exit-planning worksheets

• A lender inquiry template

• A complete document checklist

• The 100-point Deal-Ready Scorecard

• A final pre-submission review

This playbook is ideal for:

• New and developing real-estate investors

• Fix-and-flip borrowers

• BRRRR and rental investors

• Investors preparing to approach a private-money lender

• Anyone who wants a cleaner, more professional financing package

You won’t receive vague theory or confusing financial language. The information is presented in plain English with readable charts, visual explanations, checklists, scorecards, and practical worksheets.

By the end, you’ll know what information lenders typically look for, what documents to gather, how to explain the numbers, and what weaknesses to address before submitting your deal.

Stop sending scattered screenshots, changing numbers, and incomplete requests.

Build a package that is clear, organized, reviewable, and Deal-Ready.

Format: Digital PDF

Length: 50 pages

Created by: Peter Phillips | Phlash Capital LLC

Important: This playbook is provided for educational and informational purposes only. It does not guarantee financing, approval, profitability, or project success and does not constitute legal, tax, accounting, appraisal, investment, or construction advice.