How It Works | The Exit Plan Buyers Agent Process

Our Process

Five steps, repeated until work is optional

On a free Exit Plan Lite call we work out your job-optional number, roughly how many properties it takes and your first milestone, live, on your numbers.
Your full Exit Plan follows in 2 days: the order, timing and vehicle for each purchase, whether that's your own name, a trust, your SMSF or commercial.
Our in-house broker confirms your borrowing in writing within 72 hours and sets the lender order so purchases two and three stay possible, including lenders that count bonus and RSU income.

Our suburb model scores 3,393 Australian suburbs on demand, growth, yield and community, refreshed weekly.
Every suburb we buy in passes a 29-check screen, and we buy to a 5 to 6% gross yield so each property carries more of itself.
We buy where the data says, not where you live. Recent client purchases include Townsville, Logan, Bundaberg, Launceston, Bendigo and Ballarat.
Your shortlist arrives within 7 days, off-market where we can. 80% of our purchases never hit the open market.

Every property gets a video walkthrough, an independent building and pest inspection and full checks before you see it.
Every purchase is stress-tested at 2% above current interest rates before you commit.
We negotiate to 5 to 10% under bank value. Our average is $27,000 under. If a property comes in less than $15,000 under, we refund the gap, up to our fee.
$13,000 plus GST per property, paid at settlement. If finance falls through, you get every dollar back.

We coordinate the broker, conveyancer and property manager. You approve by message, and spend about 3 hours of your own time per property.
Tenanted within 14 days of settlement, or we pay the rent until it is.
Your plan and every purchase live in the Handle portal, so you always know where you stand.

Your next purchase is dated at settlement, with borrowing re-checked six months out so nothing goes stale.
An Exit Plan Review every six months, and the Step-Up to SMSF and commercial when the banks say stop.
Before you resign, AJ and Nik run the Resign-Ready Check with you: "go" or "not yet, here's the gap".