Resources & Checklists
Practical checklists, worksheets, and sample materials for sellers, homebuyers, investors, private lenders, referral partners, and tenants. Use them to organize questions, compare tradeoffs, and prepare for the next conversation.
Use these as starting points. These resources are educational tools rather than professional advice or deal-specific recommendations. Choose the ones that fit what you're trying to understand, then request them below.
I’m Deciding Whether to Sell
Seller Options Checklist
Compare a direct sale, open-market listing, waiting, and other practical paths across price, preparation, timing, access, and transaction tradeoffs.
Request the checklistAs-Is Seller’s Options Checklist
Compare a direct as-is sale with listing after repairs or preparation, including tradeoffs around work required, timing, showings, and price.
Request the checklistTired Landlord Exit Planner
Organize lease status, occupancy, tenant considerations, property condition, timing, and questions to review before choosing an exit path.
Request the plannerEstate Property Offer Review Checklist
Review authority, beneficiaries or decision-makers, property contents, offer terms, assumptions, and questions to discuss with the estate’s professional advisors.
Request the checklistI’m Buying or Investing
Renovation Transparency Checklist
Questions to ask before buying a renovated home, including work completed, permits, warranties, known limitations, inspections, and other due diligence.
Request the checklistInvestor Deal Intake Worksheet
Organize property facts, documents, known condition, assumptions, risks, and open questions before beginning your underwriting.
Request the worksheetInvestor Deal Analyzer
Model purchase price, renovation assumptions, ARV or rent assumptions, carrying costs, financing, risks, and exit scenarios using your own inputs.
Request the analyzerI’m Lending or Referring
Sample Lender Deal Memo
See an example of the deal-specific information a lender may receive, including the capital request, proposed terms, security, project plan, repayment strategy, material risks, and reporting cadence.
Request a sample memoPermission-Based Introduction Script
A simple warm-introduction script for professionals and trusted connectors who have permission to introduce someone to Grateful Gable.
Request the scriptPartner Handoff Checklist
Clarify consent, preferred contact method, relevant context, and what updates — if any — may be shared back before making an introduction.
Request the checklistI’m Renting / Tenant Support
Maintenance Request Guide
A simple guide for clearly documenting a maintenance request, including the issue, photos, urgency, access information, and contact details.
Request the guideRequest a Resource
Choose the resource you would like and tell us where to send it. If you're not sure which resource fits your situation, choose “I'm not sure — help me choose.”