Property Strategy Systems Masterclass

BRAND NEW! 16-week Online Masterclass covering the 5-Key Areas of Property Strategy and how you can Systemise them in order to create a property business that creates you Freedom, Money & Time  

We will take you 'under the hood' and share in detail with you the Tomes Homes structures, systems & processes that enable us to go on holiday every 6 weeks.  

Please visit our website for next available start dates -

Once you have signed-up (using the link below) we will contact you to confirm your choice of start date  

Over the 5 modules we show you how to create the systems to across every area of your property business:  

  • Sourcing & Acquisitions: consistently attract the right type of deals to you, and how to ensure they legally complete with your minimal involvement
  • Funding: consistently attract the right type of investment to you (in a legal way that complies with FCA regulation) and ensure that you have BOTH the Deals AND the Funding at the same time
  • Delivery: deliver on multiple property projects efficiently without your constant involvement
  • Financial Management: ensure you have a scalable and financially healthy business that can sustain itself through both the good times and bad and ensuring you can sleep well at night!
  • Team: find, grow and retain a team that you enjoy working with so that you don't have to do everything yourself!  

Overview of the modules & classes covered on the Property Strategy Systems Masterclass...

How does an Online Masterclass work?  

  • Every week for 12 weeks, 2-3 new classes will be released for you to attend
  • The video tutorial classes will be released every week on a Monday
  • You can attend these classes at a time that suits you during the week around your current schedule 
  • The course is designed to be flexible around your life, but also to keep you pushing through the individual classes on a weekly basis. Say for example you have a very hectic week, you could miss a week and catch up with two lots of classes the following week.  
  • You can attend from anywhere in the world, and in any environment that suits your learning (from your office, to your living room, to a sun lounger!) - all you need is a WiFi connection
  • There will be between 1-2 hours of lesson time each week (depending on the specific module & classes) 
  • The course is 12 weeks, but all the videos will be available to you for 16 weeks in total - so you have time at the end of the course to catch up on any of the classes you may have missed, or rewatch any of the classes  

There are...  

  • 5 Modules 
  • With 27 classes
  • Over 20 hours of in-depth, detailed systemisation content specifically for property investment businesses  

Property Strategy Systems Masterclass is designed to:

  • Give structure to your property business accross the 5-key areas of Property Strategy
  • Remove any mystery around 'Systems', 'Leverage' & 'Processes' and what this means for a property business so that you know the DETAIL of how you do this!  
  • Remove any confusion about what systemising a property business actually means so that you know what you need to do to systemise yours!  

How is the Property Strategy Systems Masterclass different to the Property Strategy Workshop?

The Masterclass and the Workshop have been designed to complement each other, but they do both also work as stand alone courses.  

Property Strategy Workshop – the big picture  

  • The workshop is a 1-day (7 hours) event that covers how all the different areas of strategy interlink and what they mean to your property business (using Strategy on a Page as a framework). 
  • We link Vision, to market positioning, and then into the different areas of strategy and how your Vision breaks down into your long, mid & short-term strategy  

Property Strategy Systems Masterclass – detail!

  • The Systems Masterclass is nearer to 3-days worth of content (over 20 hours) and is very in depth detailed coverage of the 5 different areas of property strategy (Sourcing & Acquisitions, Funding, Delivery, Financial Management & Team)
  • There is much more tactical detail on how you set up the systems and processes within these different areas – see attached visual overview.  

Is Property Strategy Systems Masterclass for me?  

This Online Masterclass is for you if you agree with any of the following statements...  

  • You are an experienced property investor looking to professionalise & systemise your investing
  • You are a new property investor looking to get a head start on setting up the right systems & processes to be able to successfully scale
  • You wanted to create a property business that would give you Freedom & Time, and it feels like you may have created yourself another job!
  • You don't want to be involved in the day-to-day tasks within your property business and want to find out how systems and teams can help you to do this with minimal headaches  
  • You are looking to strategise your business and want more detail of how the 5-key areas relate to property specifically
  • You want to leverage the work of another property investment business who has spent 1000s of hours systemising so that this can be as simple as possible for you  


Any other questions? Please drop us an email to and we'll get back to you! 

Click Here To Sign Up Now

Whilst the Property Strategy Systems Masterclass is a BRAND NEW Online Training Programme, training others in Property Strategy is far from brand new. Here is what some of my previous Property Strategy clients have said about the work we have done together on their property businesses...

"I now know how to fast-track my business to get to exactly where I want to be and, most importantly, why I'm doing it!  

Thank you Jackie, I'll be telling everyone they HAVE to do your course - even if they think they have a strategy, they very probably don't!"  

Rebecca Smith – Rebecca Smith Property Services 

Strategic focus for multiple businesses  

“We have tried a number of different methods to help get some clear direction and strategic focus for our multiple businesses and working with Jackie is the one thing that has given us clarity as well as a tangible process to follow which is completely repeatable.  

Jackie is a great listener, intelligent and insightful and gives good advice as well as keeping us on track. We highly recommend working with Jackie.”  

Kevin Poneskis & Caroline Benson

Save 1000s hours of wasted time  

"I attended Jackie’s training two years ago. At the time I found the training freed my mind, gave me total clarity on where I should, and also should not be focusing. I cannot explain how liberating this is!  

Two years later the benefits of the training continue to compound. Having known what to say yes and what to say no to has saved me 100s if not 1000s of hours of wasted time. This has meant I’ve completed more deals and also had more free time to spend with my family (the reason I stated in property in the first place!) thank you Jackie!!"  

Sarah Nuttall, Edward Milton Property  

100% 28 Day Money Back Guarantee  

If after 28-days on the course you don't feel you are getting excellent value, then we offer a 100% Money Back Guarantee

What exactly is covered on the Property Strategy Systems Masterclass? - Module by Module Detail


Deal Criteria:

  • Defining your property business opportunity
  • How this translates into your Deal Criteria 
  • The Numbers to Consider  
  • Making an achievable Deal Criteria 
  • Detailed Deal Criteria Examples 
  • Bringing together Service & Opportunity 
  • Getting clarity on your Deal Criteria over time 

Sourcing Plan:

  •  What is a Sourcing Plan  
  •  Lead Sources to Consider 
  •  Step-by-step through Sourcing Methods 
  •  Creating a process around your Leadsource
  •  Example step-by-step Sourcing Process
  •  Recurring Sourcing Tasks 
  •  How to use your Deal Criteria in your Sourcing Plan 
  •  Outsourcing your Sourcing - Your Step-by-Step guide
  •  Diary Management process
  •  Your Viewing Checklist
  •  Systemising your first Viewing
  •  Initial Deal Assessment
  •  How your process will differ across different leadsources
  •  Next level Sourcing Outsouring
  •  Sourcing Co-ordinator Role
  •  Managing ROI 

Deal Pipeline:

  •  Your Deal Pipeline Options
  •  Setting-up your Deal Pipeline
  •  What information to store and where
  •  Regular Pipeline Reviews
  •  Sourcing Co-ordinator Role (continued)
  •  Acquisitions Manager Role  

Acquisitions Process:

  •  Acquisitions Process Step-by-Step Guide
  • Down & Dirty Deal Analysis 
  • Deal Analysis Level 2
  •  Refurb Estimation Tool
  •  Negotiation Systemisation
  •  Expectation Setting
  •  Paperwork Systemisation
  •  Sourcing & Acquisitions Team Structure & how it evolves 

Relationship Management:

  •  CBA Relationship Management Process Step-by-Step
  •  Acquisitions Key Parties
  •  Acquisitions Manager Role  


Investor Avatar:

  • Investor Service
  • Your USP 
  • Your Investor Avatar in detail
  • Detailed Examples
  • Low hanging fruit
  • Market Research
  • How this links to systemisation  

Attraction Plan:

  • Marketing vs. Attraction
  • Finding your Avatar
  • Methods to consider 
  • W.O.O.L Quadrant
  • Content Marketing Model
  • Example Attraction Plan
  • Logistics of brining the plan to life
  • Your Elevator Pitch
  • Talking to your Avatar
  • Outsourcing Copywriting
  • Social Media Marketing Plan
  • Measuring Effectiveness
  • Replicating what works
  • Funding Team Structure
  • When does Marketing end and Sales begin?
  • Moving into Investor Pipeline
  • When to start? 

Investment Pipeline:

  • What is an Investment Pipeline?
  • Pipeline Options
  • Step-by-step guide to setting up your Investor Pipeline
  • Pipeline Statuses
  • What information to store where
  • Investment Strategy Consultation
  • Team Members
  • FCA Statements & Proof of Funds
  • Proposing Structures & Deal Examples
  • Heads of Terms
  • Creating a Deal Pack
  • Outsourcing Investor Pipeline
  • Pipeline Management
  • Regular Reviews  

Investor Relations:

  • What are Investor Relations?
  • Reputation
  • Communications
  • Investor Relations Team
  • Investor Development Manager Role
  • Investor Relationship Role
  • Investor Co-ordinator Role 
  • How the whole process links together 

FCA, Legals & Contracts:

  • FCA PS13/3 & COBS
  • Investor Types
  • Investor Statements
  • How the FCA requirements fit within your Investor Pipeline
  • Documentation & record keeping
  • Financial Promotion 
  • Benefits
  • Deal Structure Considerations
  • Contract Types
  • Security  



  • Sub-functions of Delivery 
  • Tools, Systems, Processes 
  • Key Systems 

Task Management: 

  • Delivery Team Structure
  • Delivery Director Role Overivew
  • Key Tools for Task Management
  • Asana Task Management

Diary Management:

  • Time Blocking Step-by-Step

Email Management:

  • Inbox Management System Step-by-Step

Systems & Processes:

  • Accounting System 
  • Password Management
  • Efficient Notetaking
  • Social Media Outsourcing
  • Online Filing System & Virtual Office Set-Up  

Corporate Lending:

  • Arms Length Admin
  • Signatures from around the world!
  • Corporate Lending Manager Role Overview
  • Comparable Documentation Process Step-by-Step
  • Finance Planning


  • In house or Outsource?
  • Lettings Manager Role Overview
  • Keys!! 
  • Our Properties Pipeline
  • Master Property Info Spreadsheet
  • Arrears Management & Evictions Process
  • Tenant Changeover Best Practice
  • Reminder Process  


  • Rent Received Process
  • Making Payments
  • Utility Bill Payments  


  • What is it and why do you need to know it?
  • Managing your Capacity considerations
  • Business capacity
  • Personal capacity
  • Linking back to Diary Management System  


  • Considering the End-User
  • Refurb Project Manager Role Overview
  • Refurbishment Specification
  • Contractor Payments
  • Expectation Setting & Contracts
  • Snagging
  • Refurb Completion Checklist Process
  • Tenant Handbook  


  •  Finance Director Role Overview  

Profit &Loss 

  • What is a P&L?
  • Process for bringing your P&L into the ‘present' 
  • Income & Expenditure 
  • Getting data in the right place! 
  • Bank Accounts 
  • Accountancy System in Detail 
  • Daily Invoice Reconciliation Process 
  • Invoice Alternatives 
  • Bookkeeping Queries Process 
  • Bookkeeper Role Overview 
  • How to find a Bookkeeper 
  • Sorting out messy accounts!  

Cashflow (business & Project) 

  • Bringing the past and the future together 
  • Business Cashflow Statement Overview & &ey elements you need to know 
  • What is in the bank account 
  • Review Process 
  • Making decisions based on this data 
  • File management 
  • Cost cutting 
  • Feeding in the Property Pipeline 
  • Finance Manager Role Overview 
  • Project Cashflow - what is it, why do you need it and how do you do it  

Balance Sheet 

  • What is on a balance sheet 
  • Asset Examples 
  • Liabilities Examples  
  • What the balance sheet is there to tell you 
  • Finance Planning 
  • Balance Sheet Example 
  • Getting your Balance Sheet up-to-date  


  • What legal structures can you consider? 
  • LTD Company Structure 101 
  • Equity vs. Debt Overview 
  • Equity vs. Debt upsides & do&nsides 
  • How this links back to your Balance Sheet 
  • Group Structure Example & Be&efits 
  • Power Team  
  • Gearing up considerations 
  • Sourcing & PM Fees  

Follow-up Processes 

  • What are Follow-Up Processes? 
  • Maximising Profitability 
  • Team Meetings 
  • Status Meeting 
  • What to cover in your Status Meeting 
  • Task Management Follow-Ups 
  • Reporting & KPI&s 
  • Example KPI's 
  • KPI’s as you scale  

Risk Management 

  • External Risks to manage 
  • Interest Rates Rising, Market Changes, Finance Product Changes 
  • Regulation & Taxa&ion Changes 
  • Timelines Extending 
  • Loan Repayment Planning 
  • Internal risks to manage 
  • Budgets 
  • Unexpected maintenance costs 
  • Cash Reserves 
  • Money Allocations 
  • Business Partners 
  • Contracts 
  • Security 
  • Risk Assessment Model & Next&Steps  



  • 7-Steps to uncovering your Business Values 
  • Examples 
  • Articulating your Values 
  • Hiring & Firing &ith Values 
  • Testing Values 
  • Building your Brand with Values  

Team Map 

  • What is a Team Map & why do y&u need one? 
  • Hierarchy of Roles  
  • Creating your Team Map 
  • Team Structure Examples across every area of the business 
  • Advisors 
  • Hiring Priorities 
  • Growing with your team 
  • How do you afford to hire?  

Management & Communication 

  • Choosing your Communication Methods 
  • Chain of command 
  • Managing your contractibility  
  • Notification settings 
  • Step-by-step guide to delegating without abdicating Task & Process Wr&te-Up methods 
  • Using tech to make your outsourcing easier 
  • Strategic Meetings 
  • Regular Team Meetings  

Nurture & Review  

  • Retaining great people 
  • Creating happy team members 
  • Progression plans  
  • Review Meetings 
  • 4-Key Areas of Expectation Setting 
  • Determining the wrong fit 
  • Creating your Disciplinary Process  

Skillset & Profile 

  • Wealth Dynamics 
  • Examples of how different profiles can complement each other  
  • Where do you want to be in your organisation?  

Contracts & Hiring Process

  • Step-by-step through a hiring process 
  • Role Clarity 
  • Writing a Job Spec 
  • Recruitment Methods 
  • Interviews 
  • Task Based Testing 
  • Personality Profiling  
  • Contracts 
  • HR Consultants 
  • Cash-flowing your Hires  

Documents included on PSSM: 

  • Example Refurb Estimator 
  • Example Full Deal Analyser
  • Example Down & Dirty Deal Analyser
  • Example Deal Criteria 1-Pager
  • Example Viewing Checklists
  • Deal Pack Template
  • FCA Investor Statements
  • FCA Exemption Record Keeping Document
  • Social Media Posts Template Example
  • Example Refub Spec
  • Rent Received Spreadhseet
  • Keys Signing Out Sheet
  • Master Property Info Spreadsheet
  • Portfolio Figures Spreadsheet
  • Refurb Completion Checklist
  • Financial Planning Document
  • Project Cashflow Example