Your FreeResource Library
Guides, checklists, calculators, and tools — everything I wish someone handed me when I started. No paywalls. No fluff.
The Investor'sStarter Kit
Everything you need in one download:
- The full document checklist (no surprises at closing)
- How to verify income — W-2, self-employed, rental
- The 10 questions to ask before you commit to a lender
- A real timeline so you know what to expect
Everything You Need,Organized
Print-and-go checklists for every stage. No guesswork.
✅
First-Time Buyer Mortgage Document Checklist
Every document you need before applying for your first mortgage — organized and ready to go.
✅
Investment Property Loan Document Checklist
The document checklist specifically for investment property financing — DSCR, conventional, and portfolio.
✅
STR Listing Photo Prep Checklist
Get your property camera-ready with this step-by-step staging and prep checklist.
✅
Short-Term Rental Launch Checklist
Furnishing to listing to first booking — step by step, nothing missed.
✅
Move-In Ready Home Checklist
Everything to check, change, and set up when you move into a new home.
✅
Real Estate Investor Due Diligence Checklist
What to check before making an offer — inspections, comps, HOA, zoning, STR permissibility.
✅
Closing Day Checklist
What to bring, what to expect, what to double-check. No surprises.
✅
STR Guest Turnover Checklist
The exact checklist for a clean, consistent turnover between every guest.
✅
10 Questions to Ask Your Real Estate Agent
Make sure your agent understands investment properties — not just primary residences.
Practical tools to help you run the numbers with confidence.
🧮
EXCEL
STR Deal Analyzer
Plug in your numbers and see if the deal works — cash flow, ROI, and key metrics at a glance.
🧮
EXCEL
Monthly Mortgage Payment Calculator
Estimate your monthly payment based on loan amount, rate, and term.
Education and tools for navigating the financing side with confidence.
💬
10 Smart Questions to Ask Your Lender
Before you commit to a lender, ask these. Rate locks, fees, timelines, and red flags.
📖
Mortgage & Financing FAQ
Answers to the most common mortgage and financing questions — explained simply.
📖
Real Estate & Mortgage Glossary
Real definitions in plain English. Amortization, cap rate, DSCR, LTV — all of it.
The platforms and tools I use and recommend for STR hosting, pricing, and market research.
🏠
MANAGEMENT
Hostaway
All-in-one property management software for short-term rental hosts and managers.
🏠
MANAGEMENT
Lodgify
Vacation rental software with direct booking websites, channel management, and automation.
🏠
MANAGEMENT
Guesty
Property management platform for professional hosts and hospitality companies.
🏖️
BOOKING
VRBO
Vacation rental marketplace focused on whole-home bookings for families and groups.
🌍
BOOKING
Booking.com
Global travel platform with massive reach for short-term rental listings.
🗺️
RESEARCH
Mashvisor
Investment property analytics and neighborhood-level data for smarter decisions.
📊
RESEARCH
AirDNA
STR market data — revenue projections, occupancy rates, and comps for any market.
Your portfolio is an asset — make sure it’s protected.
🛡️
Mortgage Protection 101
What mortgage protection is, who needs it, and how to evaluate your options — explained simply.
🏠
Home Insurance Coverage Audit Checklist
A practical checklist to review your current home insurance and make sure nothing is missed.
📋
Understanding your declaration page
Walk through your homeowners policy step by step to confirm you have the right coverage.
The books that shaped how I think about investing, wealth, and business.
📚
BOOK
Rich Dad Poor Dad — Robert Kiyosaki
The mindset shift that started it all. Assets vs. liabilities — the foundation of wealth thinking.
📚
BOOK
The ABCs of Real Estate Investing — Ken McElroy
A practical, no-fluff guide to finding and managing profitable investment properties.
📚
BOOK
Tax-Free Wealth — Tom Wheelwright
How to use the tax code to build wealth and keep more of what you earn — legally.
📚
BOOK
Exactly What to Say — Phil M. Jones
The magic words for influence, persuasion, and getting to yes in any conversation.
📚
BOOK
Exactly How to Sell — Phil M. Jones
The follow-up to Exactly What to Say — focused on the psychology and process of selling.
Tools and resources for real estate agents, lenders, and industry professionals.
📋
Agent Business Plan Template
A structured business plan template to help agents set goals, track progress, and grow intentionally.
🧮
Real Estate Math Cheat Sheet
Quick-reference formulas for commissions, cap rates, GRM, cash-on-cash, and more.
🚀
New Agent Survival Kit
A practical starter kit with the tools, templates, and guidance newer agents need to feel prepared.
✅
Transaction Coordinator Checklist
A practical checklist to keep transactions organized from contract to close.
📚
BOOK
How to Sell — For Real Estate Agents
A recommended read on the art and process of selling in real estate.
Some links on this page are affiliate links. If you purchase through them, I may earn a small commission at no additional cost to you. I only recommend tools and books I’ve actually used.
Ready to godeeper?
These free resources are a great start. When you’re ready for full playbooks and templates — the Shop has everything.
Stay in theloop
Weekly insights on investing, design, and building a portfolio.