Stop Losing Deals to Title Problems You Could Have Seen Coming
The complete Investor Operations System built by a title professional with 20+ years of national closing experience. Get Insider information that shows you how to Screen deals, submit cleaner files, and close faster — across all 50 states.
You Found a Great Deal. Then Title Happened.
You negotiated the terms. Locked up the contract.
Maybe even lined up an end buyer.
Then the title work starts — and everything unravels.
A lien appears. An ownership issue surfaces. A payoff takes longer than expected. A municipal problem nobody anticipated.
Your title company is slow to respond.
The seller gets anxious. The end buyer reconsiders.
And you’re stuck trying to hold the whole deal together.
Most deals don’t fail because they were bad opportunities.
They fail because the risks were discovered too late to manage them.
Deal Checkup was built to change that.
Designed by a title professional who knows where deals actually go wrong
One-time purchase • Digital download •
Use on unlimited deals
Everything You Need to Screen, Submit, and Close Deals With Confidence
The Investor Operations Bundle includes 12 professional tools designed to give you structured control from first contact to closing day.
1. Welcome Guide & Bundle Overview
Your starting point. A clear walkthrough of every tool in the system, how they connect, and when to use each one. No guessing — just a structured path from deal screening to closing.
2. Deal Structure Intelligence Guide
Understand how title companies view your deal structure — whether it’s a wholesale, double close, novation, subject-to, or seller financing. Know what to communicate upfront so your file doesn’t raise red flags.
3. Deal Stability Scorecard
A structured risk evaluation tool you can use on every deal. Score the title, ownership, financing, and municipal risk before you commit capital. Stop guessing whether a deal is solid.
4. Framework Wheel
A visual reference showing how all 12 tools in the system connect across the deal lifecycle. See the big picture of your operations at a glance — from screening to submission to closing.
5. Title Issues — Full Clearance Guide (46 Pages)
The cornerstone of the entire system. Step-by-step solutions for the most common title problems investors face — liens, ownership gaps, probate, tax sales, code violations, and more. Includes estimated timelines, typical costs, and what to expect during resolution.
This guide alone is worth the price of the entire bundle.
The Ready to Close - Intake Mini Bundle (Included)
6. Ready to Close — Intake Forms Cover Sheet
The professional cover page that organizes your intake package before you submit to the title company. Signals to the closer that your file is complete and ready to work.
7. How to Get Title Companies to Love Working with You
The insider guide the title industry wishes every investor would read. Learn the exact phrases that trigger red flags, what makes closers prioritize your file, and how to build a reputation as the investor they actually want to work with.
8. Seller Intake & Property Information Form (Fillable PDF)
A comprehensive fillable form to collect ownership, loan, property, and deal structure details directly from the seller. Covers property type, mortgages, liens, HOA, timing, and more. Submit this with your title order for a cleaner, faster file.
9. Buyer Intake Form (Fillable PDF)
Captures vesting information, entity details, financing type, 1031 exchange status, and required documents — all before opening title. Prevents vesting errors, authority issues, and last-minute closing surprises.
10. Borrower’s Authorization
A ready-to-use authorization form that allows third parties to obtain payoff information, loan details, and other necessary documentation on behalf of the borrower. A must-have for smoother closings.
11. Title Order Cover Sheet (Fillable PDF)
The professional submission form you send to the title company when opening your file. Covers property info, buyer/seller details, deal structure, funding source, documents submitted, and known title issues. This is what separates amateur submissions from professional ones.
12. Title Order Cover Sheet with Deal Structure Glossary
The same professional cover sheet — plus a built-in glossary of deal structures you can copy and paste directly into your title order. Traditional purchase, assignment, double close, novation, subject-to, seller financing, and more. The title team knows exactly what they’re dealing with before they even open your file.
Ready to Close — The Investor Intake System
Three forms. One bonus. Every deal starts here.
Most investor files sit untouched at the title company because they show up incomplete. Missing seller info. No deal structure. No buyer vesting details. No authorization paperwork.
The closer takes one look and moves on to the next file.
Ready to Close gives you the three professional intake forms that tell the title company everything they need to start working your file immediately — plus a free bonus guide that shows you exactly how to become the investor they actually want to hear from.
What's included:
✅ Seller Intake & Property Information Form — Collect ownership, liens, mortgages, deal structure, and property details from the seller before you even open title. This is the form that prevents surprises.
✅ Buyer Intake Form — Capture vesting, entity info, financing type, 1031 exchange status, and required documents. Prevents vesting errors and last-minute closing delays.
✅ Title Order Cover Sheet — The professional submission form you send when opening your file. Property info, buyer/seller details, deal structure, funding source, known issues — all in one clean document.
✅ FREE BONUS: How to Get Title Companies to Love Working with You — The insider guide from someone who spent 20+ years on the title side. Learn what makes closers prioritize your file, what phrases trigger red flags, and how to build a reputation as a professional investor.
What's Included:
Total Value: $506
Regular Price: $199
Built by Title Professionals Who See Deals Succeed—and Fail—Every Day
Deal Checkup was created by title agents with over 20 years of national title experience, specializing in the types of transactions where real estate deals are most likely to encounter problems.
Our background includes hands-on work with:
REO, default, and distressed sales
Investor purchases and portfolio acquisitions
REIT bulk sales
Property auctions and courthouse sales
Tax sales and tax deed transactions
Wholesale and novation deals
Same-day flips (ABC transactions)
Assignments and transactional funding
Hard money and private lending deals
Fix-and-flip projects
1031 exchanges
Multi-unit properties
New construction and commercial transactions
Over the years, our clients have included major banks, asset management firms, auction companies, REITs, institutional investors, and individual real estate investors.
Across all 50 states, our team has reviewed, cleared, and resolved virtually every type of title issue that can delay, derail, or completely kill a real estate deal.
Title Issues Are One of the Most Common—and Least Understood—Reasons Real Estate Deals Get Delayed or Canceled.
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