Free Resources
Your Free Resource Library
Guides, checklists, calculators, and tools — everything I wish someone handed me when I started. No paywalls. No fluff.
Affiliate Disclosure
Some links on this page are affiliate links, including Amazon Associates links. If you click one and make a purchase, I may earn a small commission at no additional cost to you. I only share tools and resources I actually use or would recommend anyway, and a commission never changes what appears here or how it is described.
Featured resource photo
Featured resource
The Investor’s Starter 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
All Resources
Everything You Need, Organized
Checklists
Print-and-go checklists for every stage. No guesswork.
PDF
First-Time Buyer Mortgage Document Checklist
Every document you need before applying for your first mortgage — organized and ready to go.
PDF
Investment Property Loan Document Checklist
The document checklist specifically for investment property financing — DSCR, conventional, and portfolio.
PDF
STR Listing Photo Prep Checklist
Get your property camera-ready with this step-by-step staging and prep checklist.
PDF
Short-Term Rental Launch Checklist
Furnishing to listing to first booking — step by step, nothing missed.
PDF
Move-In Ready Home Checklist
Everything to check, change, and set up when you move into a new home.
PDF
Real Estate Investor Due Diligence Checklist
What to check before making an offer — inspections, comps, HOA, zoning, STR permissibility.
PDF
Closing Day Checklist
What to bring, what to expect, what to double-check. No surprises.
PDF
STR Guest Turnover Checklist
The exact checklist for a clean, consistent turnover between every guest.
PDF
10 Questions to Ask Your Real Estate Agent
Make sure your agent understands investment properties — not just primary residences.
Calculators
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.
Mortgage Information
Education and tools for navigating the financing side with confidence.
PDF
10 Smart Questions to Ask Your Lender
Before you commit to a lender, ask these. Rate locks, fees, timelines, and red flags.
PDF
Mortgage & Financing FAQ
Answers to the most common mortgage and financing questions — explained simply.
PDF
Real Estate & Mortgage Glossary
Real definitions in plain English. Amortization, cap rate, DSCR, LTV — all of it.
PDF
Self-Employed Mortgage Prep Kit
Get your file underwriter-ready when your income is your own.
Hosting & Market Tools
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
Airbnb
The largest short-term rental marketplace for hosts and guests worldwide.
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.
Insurance & Protection
Your portfolio is an asset — make sure it’s protected.
PDF
Mortgage Protection 101
What mortgage protection is, who needs it, and how to evaluate your options — explained simply.
PDF
Home Insurance Coverage Audit Checklist
A practical checklist to review your current home insurance and make sure nothing is missed.
PDF
Understanding Your Declaration Page
Walk through your homeowners policy step by step to confirm you have the right coverage.
PDF
Umbrella Coverage Made Simple
The cheapest million dollars of protection you’ll ever buy.
PDF
Mortgage Protection Annual Review
A yearly check that your coverage still matches your mortgage.
PDF
Homeowners Coverage Review
Confirm your home policy covers what you think it does.
PDF
Liability Protection Checklist
The gaps that turn a small accident into a big lawsuit.
PDF
What to Review After Buying a Home
The coverage and paperwork to handle in your first 30 days.
Books & Education
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.
Professional Resources
Tools and resources for real estate agents, lenders, and industry professionals.
PDF
Agent Business Plan Template
A structured business plan template to help agents set goals, track progress, and grow intentionally.
PDF
Real Estate Math Cheat Sheet
Quick-reference formulas for commissions, cap rates, GRM, cash-on-cash, and more.
PDF
New Agent Survival Kit
A practical starter kit with the tools, templates, and guidance newer agents need to feel prepared.
PDF
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 go deeper?
These free resources are a great start. When you’re ready for full playbooks and templates — the Shop has everything.
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