Please note: You must use the download links in the most recent email to get the correct version of the updates.
In general, you only need to download the Documents.zip file to get the update, unless the update description specifically states another file name (like maybe a new or changed video file).
2020-11-22a: Added tutorial video for Email Blast software.
2020-11-16a: Added installation instructions in the Email Blast.pdf file in the MailMergeTemplates\VBA folder for installing the User Form for automating emails with Mail Merge PDF attachments.
2020-10-22a: Updates to WorkingWithRealtors.xlsm spreadsheet and templates. Fixed circular reference in spreadsheet. Added note seasoning calculations and detail lines to presentation templates. Significant improvements to the VBA ManagePDF.bas module for generating and emailing PDF attachments with Microsoft Outlook.
2020-10-15a: Extensive improvements to the VBA ManagePDF.bas module, including a UserForm for generating PDF files and sending email through Outlook. The PDF files are generated and attached, supports field value substitution, and segregating groups of attachments by a selected mail merge field (usually used for grouping and emailing by an email address in the mail merge data record).
2020-09-27a: Updates to WorkingWithRealtors.xlsm spreadsheet and templates. Fixed more template formatting errors and detail line consistency, update to spreadsheet to fix Join button assigned to wrong macro. Added “JoinAllAsPDF” VBA macro in ManagePDF.bas module to save PDF files with unique suffixes for a joined portfolio mail merge plain text (*.txt) file.
2020-09-25a: Updates to WorkingWithRealtors.xlsm spreadsheet and templates. Fixed more formatting issues, updated spreadsheet to show red flags when selecting full purchase and the existing debt is not fully redeemed at closing. Selecting “Full Purchase” checkbox requires fully redeeming the existing debt.
2020-09-15a: Updates to WorkingWithRealtors.xlsm spreadsheet and templates. Fixed several formatting issues, added more detail lines to Proposal and Fee Agreement templates, added VBA subfolder to MailMerge templates folder with a module for saving PDF files with numerical suffix for the Mail Merge data record number.
2020-08-30a: Updates to WorkingWithRealtors.xlsm spreadsheet and templates. Bug fixed missing detail line in Proposal templates for Seller compensation. Minor editorial improvements to Investment Opportunity mail merge template. Extensive improvements to spreadsheet and Proposal Templates for processing “Tranche Wrap Full Purchase” calculations and presentation.
2020-08-27a: Updates to ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates.
2020-08-27a: Updates to WorkingWithRealtors.xlsm spreadsheet and templates.
2020-08-19a: WorkingWithRealtors.xlsm spreadsheet and templates updates. Suppression checkboxes changed to selection and are now mutually exclusive; see 2020-08-16a update.
2020-08-16a: Extensive updates to the WorkingWithRealtors.xlsm spreadsheet and Proposal templates to support generating Proposal documents for either a Primary Wrap Note or a Primary & Secondary Tranche Wrap Note (or both), check boxes to suppress exclusively either calculation in the Proposal templates, goal seeking macro to set the Primary Wrap Note parameters with full payoff of the existing debt and then to find a full purchase equivalent. Thus, if your Note Buyer wants to be in 1st lien position by paying off any existing debt, then run the goal seeking macro (by pushing a button) and then select the checkbox for “Suppress Split Note?”. Build and save the plain-text mail merge text file, and then generate the Proposal templates from that text file.
2020-08-08a: WorkingWithRealtors.xlsm fixed circular reference introduced by new BlendedFinancing worksheet.
2020-08-05a: ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates update.
2020-08-02a: ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates update.
2020-07-31a: ConvertLeaseOptionToWrapAround (CLOTWA) mail merge templates update.
2020-07-29a: ConvertLeaseOptionToWrapAround (CLOTWA) mail merge templates added financing addendum for buyer-side cash transaction.
2020-07-19a: ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates have extensive updates and bug fixes.
2020-06-16a: For-Rent Method_Main.m4a video describing the Joe Crump “For Rent Method”.
2020-05-31a: ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates have extensive updates and bug fixes.
2020-05-31a: OptionFlip spreadsheet and mail merge templates are deprecated; use ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates.
2019-11-27a: More minor updates to ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates, for OptionFlip spreadsheet and mail merge templates.
2019-11-11a: More minor updates to ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates, for OptionFlip spreadsheet and mail merge templates.
2019-10-31a: Added to main report “The Legality of Sandwich Lease Options” to explain the illegally granting an option to buy a property that you don’t own, and the simple solution to that problem.
2019-10-31a: ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates improved support for optioning a property held in a land trust, and for sandwich lease with option.
2019-10-27a: General bug fixes for ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates, for OptionFlip spreadsheet and mail merge templates.
2019-09-30a: Update spreadsheets with Portfolio import to append the new data to the existing data, instead of replacing the existing data with the new data. If you want to replace the existing data, then click the Portfolio CLEAR button before the IMPORT button.
2019-09-24a: General bug fixes for ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates, and for OptionFlip spreadsheet and mail merge templates.
2019-09-10a: A few more updates to mail merge templates and spreadsheets for ConvertLeaseOptionToWrapAround and OptionFlip.
2019-08-29a: ConvertLeaseOptionToWrapAround (CLOTWA) spreadsheet and mail merge templates major updates with bug fixes. Also updated OptionFlip spreadsheet and most of the mail merge templates to be compatible with CLOTWA mail merge templates.
2019-08-05a: Minor corrections and small spreadsheet additions.
2019-07-17a: Minor corrections and small spreadsheet additions.
2019-01-25a: General formatting and bug fixes.
2018-12-29a: Consolidate all videos into a single download file.
2018-12-29a: General improvements to spreadsheets and mail merge templates.
2018-11-29a: Major spreadsheet updates in ConvertLeaseOptionToWrapAround.xlsm, OptionFlip.xlsm, WorkingWithRealtors.xlsm to support wrap-around notes and all-inclusive-trust-deeds (dynamic contracts). Added several new mail merge templates.
2018-11-29a: Removed the annoying SQL mail merge prompt from most of the mail merge templates.
2018-08-22a: ConvertLeaseOptionToWrapAround.xlsm spreadsheet and updated some mail merge templates.
2018-08-15a: ConvertLeaseOptionToWrapAround.xlsm spreadsheet and updated some mail merge templates.
2018-07-10a: Fix incorrect mail merge field option expiration date in short Option contract template.
2018-07-07a: OptionFlip.xlsm spreadsheet and new addendum for existing financing.
2018-07-07a: ConvertLeaseOptionToWrapAround.xlsm spreadsheet and new addendum for existing financing.
2018-06-30a: Minor editorial changes to the main report PDF file.
2018-06-18a: Add 16 pictures (total 24 pictures) to the ConvertLeaseOptionToWrapAround.xlsm spreadsheet.
2018-06-18a: Add 16 pictures (total 24 pictures) to the DistressedAssetAnalysis.xlsm spreadsheet.
2018-06-18a: Add 16 pictures (total 24 pictures) to the WorkingWithRealtors.xlsm spreadsheet and to the corresponding Investment Opportunity mail merge templates(s).
2017-11-20a: Fixed minor bug in OptionFlip.xlsm spreadsheet.
2017-11-16a: Internal code update for macro-enabled spreadsheets. General improvements in mail merge templates.
2017-10-29a: WorkingWithRealtors.xlsm spreadsheet updates, mail merge templates.
2017-06-23a: WorkingWithRealtors.xlsm spreadsheet updates, mail merge templates.
2017-05-31a: WorkingWithRealtors.xlsm spreadsheet updates, mail merge templates.
2017-05-31a: WorkingWithRealtors_Tutorial2.zip new tutorial mp4 video.
2017-05-25a: WorkingWithRealtors_Tutorial1.zip replacement tutorial mp4 video.
2017-05-25a: WorkingWithRealtors.xlsm spreadsheet major updates, mail merge templates, and PowerPoint templates using the 3rd party plug-in DataPoint from PresentationPoint.com website.
2017-01-24a: DistressedAssetAnalysis.xlsm spreadsheet bug fix to correct the syndication funds calculation based on the desired net profit yield for asset redemption. Property Pictures worksheet now holds 8 pictures.
2017-01-06a: Updated all spreadsheets that have BestBuyer and ProjectManager worksheets. Updates add 6 criteria fields for data filtering.
2016-08-15a: Updates for MortgageOut.xlsx spreadsheet.
2016-06-27a: Part of a massive update (132 templates spread over 3 products) for mail merge templates to support multiple data rows input. Fixed: Word mail merge uses section breaks between data rows, which messes up page number.
2016-02-13a: New video tutorial PortfolioControls_Tutorial1.zip.
2016-02-13a: Fixed bug in Portfolio controls build mail merge. Added Join button to join the Portfolio and Best Buyers data set entries for mail merge.
2015-10-17a: Added Land Trust mail merge templates for BlendedFinancing.xlsm and SubjectToExistingDebt.xlsm spreadsheets. The Land Trust parameters are specified on the Parties worksheet.
2015-08-07a: Cash_Flow_Questions.zip video tutorial to calculate the CAP rate and the Return on Equity for a given cost and structure of financing.
2015-07-28a: Updated IncomeAnalysisSummary.xlsx spreadsheet.
2015-07-28a: BlendedFinancing_Tutorial2.zip video.
2015-07-28a: BlendedFinancing_Tutorial1.zip video.
2015-07-23a: BlendedFinancing.xlsm and SubjectToExistingDebt.xlsm mail merge templates and spreadsheet updates.
2015-07-10a: Update BlendedFinancing.xlsm, DistressedAssetAnalysis.xlsm, and SubjectToExistingDebt.xlsm to support a portfolio of entries.
2015-06-20a: Update BlendedFinancing.xlsm and SubjectToExistingDebt.xlsm.
2015-06-20a: Add SubjectToExistingDebt_Tutorial5.zip video.
2015-06-04a: Add BlendedFinancing_Tutorial1.zip video for how to calculate double wrap-around note for flipping a property subject to the existing debt.
2015-06-04a: Minor editorial changes to the main report.
2015-06-04a: Updated main report with more detail on “subject to” and “all inclusive trust deed” (AITD).
2015-06-04a: Add BlendedFinancing.xlsm spreadsheet and mail merge templates.
2015-06-04a: Update SubjectToExistingDebt.xlsm spreadsheet.
2015-06-04a: Update SubjectToExistingDebt_Tutorial3.zip video.
2015-05-15a: DistressedAssetAnalysis.xlsm spreadsheet add Repair Estimates worksheet and include that data in the Distressed Assets worksheet.
2015-05-15a: New SubjectToExistingDebt_Tutorial4.zip video.
2015-05-06a: New SubjectToExistingDebt_Tutorial3.zip video.
2015-05-06a: SubjectToExistingDebt.xlsm spreadsheet, mail merge templates.
2015-04-02a: Main report added more details on Dodd/Frank for seller financing.
2015-04-02a: DistressedAssetAnalysis.xlsm spreadsheet add cells for name titles.
2015-04-02a: NonPerformingNoteAnalysis.xlsm spreadsheet add cells for name titles.
2015-04-02a: WorkingWithRealtors.xlsm spreadsheet add cells for name titles.
2015-03-13a: DistressedAssetAnalysis_Tutorial1.zip video added.
2015-03-13a: DistressedAssetAnalysis.xlsm spreadsheet add cells for repositioning debt parameters to apply leverage to invested equity.
2015-03-13a: NonPerformingNoteAnalysis.xlsm spreadsheet add cells for repositioning debt parameters to apply leverage to invested equity.
2015-03-11a: DistressedAssetAnalysis.xlsm spreadsheet add sheets for Project Manager. Add Joint Venture mail merge template for Project Manager. The spreadsheet stores asset seller, asset buyer, and project management for each asset.
2015-03-09a: Bug fix DistressedAssetAnalysis.xlsm spreadsheet when building MailMergeNoteBuyers to remove duplicate columns. Added scrolling to the NoteBuyer worksheet.
2015-03-09a: Bug fix NonPerformingNoteAnalysis.xlsm spreadsheet when building MailMergeNoteBuyers to remove duplicate columns. Added scrolling to the NoteBuyer worksheet.
2015-03-09a: Bug fix WorkingWithRealtors.xlsm spreadsheet when building MailMergeNoteBuyers to remove duplicate columns. Added scrolling to the NoteBuyer worksheet.
2015-01-29a: Main report added a couple pages about virtual real estate wholesaling.
2014-11-19a: Minor editorial changes to main report. Internal updates to spreadsheets to improve default naming of saving text files.
2014-11-13a: WorkingWithRealtors.xlsm spreadsheet and mail merge templates updated with input cells for monthly taxes and insurance, and a total monthly payment for the Payor.
2014-11-06a: New DistressedAssetAnalaysis.xlsm spreadsheet, which is similar to the NonPerformingNoteAnalysis.xlsm spreadsheet. The new spreadsheet supports maintaining an asset portfolio list for analyzing the distinct parcels within a bulk portfolio. Includes mail merge templates similar to the mail merge templates for the NonPerformingNoteAnalysis.xlsm spreadsheet.
2014-11-01a: Main report added small content about “Buyer’s Club” for buying and flipping bulk distressed assets.
2014-10-30a: Added a bit more content to the FSBO_SubjectTo samples.
2014-10-28a: Fixed a few typographical errors in the sample webpages and posts in the ForRent and FSBO_SubjectTo folders.
2014-10-27a: Add the new mail merge template NotePurchaseContractForNoteAndDeedOfTrust.dotx.
2014-10-27a: Add NoteParametersWorksheet.xlsm spreadsheet.
2014-10-27a: Removed duplicate folder from Documents.zip file.
2014-10-18a: Added more web page samples for “Rent to Buy” marketing.
2014-10-09a: NonPerformingNoteAnalysis.xlsm spreadsheet minor change to the “Save CSV” button macro.
2014-10-09a: RepositioningDistressedProperty.xlsm spreadsheet minor change to the “Save CSV” button macro.
2014-10-09a: SubjectToExistingDebt.xlsm spreadsheet minor change to the “Save CSV” button macro.
2014-10-09a: WorkingWithRealtors.xlsm spreadsheet minor change to the “Save CSV” button macro.
2014-09-04a: SubjectToExistingDebt_Tutorial2.zip mp4 video to demonstrate the spreadsheet and mail merge templates.
2014-09-04a: Updated FSBO_SubjectTo folder sample webpage texts.
2014-09-03a: SubjectToExistingDebt.xlsm spreadsheet and mail merge templates updated.
2014-09-03a: Main report fixed some broken hyperlinks.
2014-08-26a: SubjectToExistingDebt.xlsm spreadsheet and mail merge templates added “Renovation Costs” and renamed “Down Payment” to “Assignment Fee”.
2014-08-20a: SubjectToExistingDebt.xlsm spreadsheet and mail merge templates added separate line for closing costs.
2014-08-20a: Main report editorial changes to the “Subject to” example of selling the deal to an experienced landlord.
2014-08-19a: Updated the sample Colorado Buy/Sell contract to include an optional checkbox for the Specific Performance clause.
2014-08-12a: SubjectToExistingDebt.xlsm spreadsheet and updated main report.
2014-08-09a: Main report added detail about wholesaling to a landlord with built-in financing.
2014-08-02a: Main report miscellaneous small editorial changes.
2014-07-16a: Main report added “Sweetener” discussion for the Proof of Funds.
2014-07-15a: Main report added tables in the Pyramid Equity Timeline showing how reinvesting passive income builds wealth and passive monthly cash flow.
2014-07-15a: ReinvestPassiveIncome.xlsm spreadsheet added.
2014-07-09a: Main report more editorial changes.
2014-06-30a: Main report added Due Diligence summary checklist. Added pitchbook summary.
2014-06-26a: Updated the Master Fee Agreement mail merge template.
2014-06-26a: Main report more details about using a pitchbook when asking for Proof of Funds.
2014-06-22a: Main report added more detail about scripts, bulk REO, and Proof of Funds.
2014-06-19a: NonPerformingNoteAnalysis.xlsm spreadsheet bug fix on private financiers net cash flow calculation.
2014-06-15a: NonPerformingNotesAnalysis_Spreadsheet_Tutorial1.zip new mp4 video tutorial how to use the spreadsheet and mail merge tutorial for flipping bulk REO and Non-Performing Notes (NPN).
2014-06-14a: Main report added more detail about non-performing notes, and how to provide verifiable proof of funds.
2014-06-14a: NonPerformingNoteAnalysis.xlsm spreadsheet added named cells, Note Buyer and Note Buyers worksheet (just like the Working with Realtors spreadsheet), and updated the Word mail merge templates.
2014-06-12a: Main report minor editorial re-arrangement of Wholesale Buyers section.
2014-06-07a: NonPerformingNoteAnalysis.xlsm spreadsheet bug fix on gross yield and membership yields.
2014-06-06b: NonPerformingNoteAnalysis.xlsm spreadsheet bug fix on calculating the Note Purchase Price for a specified membership net yield.
2014-06-05a: Price change.
2014-06-05a: Main report added topic for analyzing Non-Performing Notes.
2014-06-05a: Added NonPerformingNoteAnalysis.xlsm spreadsheet and mail merge templates for analyzing and presenting a distressed note for sale.
2014-06-01a: Added a sample web page for attracting FSBO sellers in the FSBO_SubjectTo subfolder of the Organize folder.
2014-05-28a: Main report some minor editorial changes, added a small blurb about finding motivated sellers through direct lenders, added some small scripts for interviewing potential power team members.
2014-05-17a: Main report corrected some typographical errors, added a small blurb about a free online service for managing your business workflow. Added a sample form for a limited power of attorney with a personal services contract. Added an editable Word 2007 version of the Colorado Income Property Purchase and Sale Agreement. Please remember that all sample forms are provided only as educational material, and you must ask your attorney to review any form that you want to use to be sure that it is correct for your situation.
2014-05-08a: Main report added alternative bootstrap technique for starting up the business with $100 to earn $2,000.
2014-05-08a: WorkingWithRealtors.xlsm spreadsheet minor update to visual basic code.
2014-04-22a: Main report added some content about simultaneous closings, double closings, and various cosmetic changes. Changes from the last update are now marked with change bars in the margins.
2014-04-04a: Main report added more details about when to use “Subject To” versus “Lease With Option”.
2014-03-28a: Main report small editorial additions.
2014-03-10a: Main report editorial changes.
2014-02-02a: Main report minor editorial changes to “The Horizontal Apartment Building” section and updated the HorizontalApartments.xlsx spreadsheet.
2014-01-24a: Main report added detail about “Passive Cash Flow” and “The Horizontal Apartment Building” for acquiring positive cash flow with no money down.
2014-01-15a: Main report added small blurb about “margin call” on commercial mortgage loans. A sharp rise in interest rates can trigger a “margin call” on performing commercial mortgage loans. When the owner cannot pay down the debt to acceptable Loan to Value ratio, the loan is in technical default and the lender can foreclose.
2014-01-11a: Main report added detail for generating a syndication “Commitment Letter” containing escrow account details for your private financiers and for assembling a portfolio of single family houses for “The Horizontal Apartment Building”.
2014-01-06a: Main report added more detail about compensating balance loans.
2013-12-31a: Main report added more detail about financing tranches, common equity versus preferred and senior equity membership classes.
2013-12-20a: Main report added blurb on non-credentialed interlopers and on using Interns for tasks requiring a local physical presence.
2013-12-11a: More editorial changes to the main report.
2013-11-26a: Editorial and cosmetic changes to the main report.
2013-11-18a: Added more detail in the main report on Working with Realtors section regarding creative financing with back-loaded interest (straight) notes.
2013-11-04a: Added more detail to the main report about wholesaling pre-foreclosure (short-sale) properties with a Call Option or using back-up offers. Also added warnings about some states having onerous pre-foreclosure laws.
2013-10-29a: Updated AssignmentFeeInvoice.xlsx spreadsheet. Added more detail about wholesaling short-sale properties with an option contract to the main report.
2013-10-28a: Main report add more detail about wholesaling short sale properties using an option contract.
2013-10-10a: WorkingWithRealtors.xlsm spreadsheet updated export macro to try to reduce redundant columns.
2013-10-05a: PrivateFinanciers.xlsm spreadsheet add export and import buttons to save and load the Private Financiers worksheet as a tab delimited text file.
2013-10-05a: WorkingWithRealtors.xlsm spreadsheet added export and import buttons to save and restore the contents of the Note Buyers worksheet as a tab delimited text file. Also added a “Save CSV” button for consistency with other mail merge spreadsheets.
2013-09-23a: Updated the “Working With Realtors” section in the main report with more explanations, updated sample marketing brochures, and added a “minimum seasoning” column in the WorkingWithRealtors.xlsm spreadsheet.
2013-08-19a: Minor editorial changes to the main report.
2013-07-29a: WorkingWithRealtors_Tutorial1.zip video tutorial added to demonstrate the new spreadsheet and the mail merge templates.
2013-07-25a: Add WorkingWithRealtors.xlsm spreadsheet and mail merge templates for collaborating with real estate brokers on how to originate and sell a seller finance note. Included a description in the main report about working with realtors(r). Some sample marketing brochures are provided for giving away to brokers and sellers.
2013-07-06a: Add description of how to calculate the minimum agreed yield for syndication.
2013-07-02a: No functional changes. Initial preparation to re-organize VBA macros.
2013-06-12a: Price change to $35. Existing customers will continue to receive their free updates until their purchase plan expires.
2013-06-04a: More content for short sales and wholesaling “retail” properties with subject-to and wrap-around notes.
2013-05-29a: Added “Sub Syndication” and “Compensating Balance” descriptions.
2013-05-02a: Added mp4 video to demonstrate creating a mail merge document from the new templates. The new file name is PrivateFinanciersSpreadsheet_Tutorial2.zip for download.
2013-05-01a: Added more content in “Wholesale selling to wholesale buyers”.
2013-04-27a: Minor revision to “Wholesaling Retail Properties” to include short pay off of junior liens to create equity.
2013-04-26a: Added mail merge templates for the PrivateFinanciers.xlsm spreadsheet.
2013-04-26a: Updated the PrivateFinanciers.xlsm spreadsheet.
2013-04-23a: Added more content about finding wholesale buyers and the actual process of flipping the deal to a wholesale buyer.
2013-04-20a: Added “Wholesaling Retail Properties” to explain how to sell retail (“move in ready”) properties that have little to no equity to end buyers that cannot qualify for traditional financing.
2013-03-10a: Added more content to the special report for negotiating directly with the motivated seller.
2013-03-03a: Added more content to the special report regarding selling the finished property to a retail buyer using seller financing.
2012-12-04a: Product launch.