Worksheet v1.3

NEGOTIATOR® deal workspace

Top-value benchmark, offer terms, documented savings, due diligence, and close-out all write to one shared deal ledger.

Back to book

1. Buyer Contact

Primary buyer and optional co-buyer.

2. Property & Funding

Property facts and available funding sources.

Funding sources

3. Value Benchmark Justification HEV

Document the benchmark and rate the buyer approves before signing.

4. Offer Stage

Written offer, executed contract, and buyer-benefit concessions.

5. Settlement Cost Estimator

Client-side estimate only; lender/settlement controls final numbers.

Enter loan amount, rate, and term to estimate monthly P&I.

6. Documented Savings Calculation GAP

Only rows marked Yes enter the performance-fee base.

Initial savings = max(value benchmark - executed price, 0): $0

6A. Property & savings report

Score source-cited property facts as savings ideas, build the buyer plan, and promote reviewed items into the ledger.

Radar 0

Best ways to save

  • No report scored yet.review

Buyer savings plan

  • Buyer actions appear after scoring.review

NEGOTIATOR® playbook

  • Build playbook for evidence-based scripts.review

Overpay check

  • Add a value benchmark and score the report.review
Property report idle.

7. Due Diligence

Requests, seller agreement, and pending/accepted/denied lifecycle.

Pending due-diligence items remain open.

8. Compare to Broker Compensation

Illustrative comparison only; no standard rate.

Traditional comparison

$0

Percentage of purchase price, illustrative only.

Performance-based fee Inverse Commission™

$0

Percentage of documented savings only.

9. Transaction Close-Out

Final notes and performance summary.