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Documentation

How to use the toolkits

Written walkthroughs for each file, section by section. Video walkthroughs are being recorded and will sit alongside the written steps as each one is finished.

Home Buying Toolkit

Track offers, surveys, legals and costs from viewing to completion.

Available now

Setting up your purchase file

6 min read

Enter your deposit, lending limit and target completion date once on the Setup sheet. Every other sheet reads from it, so nothing needs typing twice.

  1. 01Open the Setup sheet and complete the yellow input cells only. Grey cells are calculated.
  2. 02Set your absolute ceiling price, not your comfortable price — the affordability sheet works backwards from it.
  3. 03Add your target completion date. The milestone tracker builds chase dates from this.
  4. 04Duplicate the Property tab once for each address you are seriously considering.
Walkthrough video — setup sheet

Using the survey defect register

8 min read

How to turn a level 2 or level 3 survey into a costed, prioritised list you can actually negotiate with.

  1. 01Log each finding as its own line — never group them, or you lose the ability to price them.
  2. 02Set urgency: immediate, within 12 months, or monitor. Only immediate items belong in a renegotiation.
  3. 03Enter an indicative cost. Use a trade quote where you have one, and the built-in rate guide where you don't.
  4. 04Print the filtered immediate-items view as your evidence pack for the agent.
Walkthrough video — defect register