Realtyex · Wholesale Australian Property · 2026
The Client Roadmap

From discovery call to keys in your hand.

Six stages. One $2,000 deposit that goes straight into your property. No engagement fees. No monthly retainers. No surprises.

The only fee
$2,000
Property Search Deposit
Paid after the Property Brief. Carries through as the holding deposit. Credited into your purchase at settlement.
The six stages, at a glance

One process. One team.

Stages one through four are how we align — free, no commitment. Five and six are how we execute, after the brief is locked.

01
Discovery Call
02
Finance Assessment
03
Strategy Session
04
Property Brief
05
Congratulations + Report
06
Build & Handover
The journey, in detail

Every stage. Every deliverable.

Each step has a clear purpose and produces something concrete you can keep — a live page, a written brief, a contract, keys in your hand.

01
Meeting 45 min · Google Meet Free

Discovery Call

We get to know each other. We'll work through your income, savings, goals and timeline — and the friction that's been holding you back. You'll get a straight read on whether property is the right move right now, and whether we're the right team to help. No pressure. No pitch.

You walk away with
  • Clarity on whether property fits your goals at this point in your life
  • An honest read on your borrowing capacity range
  • A clear path forward if it's a fit — a polite "not yet" if it isn't
02
Managed for you ~1 week Free

Finance Assessment

Already pre-approved? Your broker stays your broker. We coordinate directly with them on structure, draws and timing — you don't repeat a thing. If you don't have one yet, we'll introduce a broker we trust. Either way, by the end of this stage you know exactly what you can buy.

You walk away with
  • Confirmed borrowing capacity
  • Loan-structure recommendation: guarantor, standard or SMSF
  • Pre-approval in motion with a named broker
03
Meeting 60 min · Google Meet Free

Strategy Session

The system, taught using your numbers. We walk you through the eight lenses we evaluate every deal against — archetype, geography, asset type, procurement, ratio, valuation, cashflow and capital cost. Your income, savings and tax bracket get plugged in live, so the cashflow and funds-to-complete figures you see are your numbers — not theoretical ones.

You walk away with
04
Meeting Locks the search

Property Brief

Before we look at a single listing, we lock in what we're hunting for. You'll see one to three target markets with live medians, growth, rents and per-week cashflow modelled against your loan. Numbers are deliberately conservative so the actual lot we secure beats the brief. You sign off and pay the $2,000 search deposit — and the search begins.

You walk away with
  • Interactive Property Brief locked to your numbers — see a sample brief
  • 1–3 target markets confirmed in writing
  • Target spec: price band, bed/bath/car, land size, build timing
  • $2,000 search deposit locked in — credited to your purchase at settlement
  • Your client portal account opens here — your numbers, your brief and your goals pre-loaded; everything from the hunt to handover lives in one place from this moment. See a live demo →
THE 7-DAY HEARTBEAT

You will never go more than 7 days without hearing from us during the search. Even when the honest update is "we passed on four lots this week because they didn't beat your brief" — you'll get it. Silence is the worst part of buying property. We've removed it.

05
Milestone Call + Report

Congratulations — we found it

When the right lot comes up, you get the call first. Then a full branded investment report hits your inbox: property details, suburb research, comparable sales, your exact cashflow, your exact ATO refund, your exact funds-to-complete, growth projections and the construction timeline. Every figure is your figure — not a template. You sit with it, ask questions, then decide.

You walk away with
  • Congratulations call from Bao the moment the lot is secured
  • Full branded PDF investment report modelled on your finances
  • Time to review with partner, accountant or broker before committing
06
Managed for you Settlement → Keys 6–12 months

EOI, Build & Handover

You sign the EOI, locking the lot off-market — your earlier $2,000 search deposit carries through as the holding deposit. We introduce our solicitor for contract review, and your broker finalises finance. The land settles, the build starts, and we track every milestone — slab, frame, roof, lock-up, fixing, completion — with progress updates and coordinated draw invoices. Pre-handover, we arrange an independent inspection. At settlement, the $2,000 credits into your purchase, your property manager is introduced, your tenant goes in, rental income starts, ATO refund kicks in. We do the next portfolio review at six months.

You walk away with
  • EOI signed — your earlier $2,000 holds the lot off-market
  • Solicitor and broker fully coordinated for you
  • Construction milestone updates at every stage
  • Independent pre-handover inspection
  • Property manager intro, tenant placed, rental income live
  • Your 10-Year Plan goes live in your portal — equity tracked against plan, and the date property 2 unlocks named
  • 6-month portfolio review, run on your plan — Deal 2 when your numbers say go
Your client portal

One login. Your whole journey, live.

Every client gets a private portal. Everything above lands there in real time — no chasing email threads, no wondering what happened this week.

01

Live timeline

Every milestone, document and update posted as it happens — from your first call to keys in hand.

02

Your 10-Year Plan

Your decade modelled live on your numbers. After every bank valuation, your equity is tracked against plan — and the date property 2 unlocks moves with it. See a sample plan

03

A debrief after every call

Every meeting becomes a written debrief specific to your conversation — the questions you asked, the numbers we agreed, the next steps. Saved to your portal.

04

Your documents

Contracts, reports, your brief, inspection reports — one place, always findable, never buried in an inbox.

05

Build photos

Slab, frame, roof, lock-up — watch your build progress as the site photos land.

06

Friday digest

A weekly "what moved this week" email — your whole file, caught up in sixty seconds.

What's included

Your job is to decide. Ours is everything else.

Property search, research, finance coordination, legal, contracts, construction tracking, property management, portfolio reviews — wrapped into one process, with one team.

01

Wholesale property sourcing

Direct access to our builder and developer network. Often before listings hit the public market, at preferred wholesale pricing.

02

Personalised investment report

Every property workup is modelled on your salary, savings, loan structure and tax bracket. Not a template — your numbers.

03

Finance coordinated

Your broker, coordinated. Borrowing capacity, structure, draw invoices — handled with your existing broker so nothing gets repeated. No broker yet? We'll introduce one we trust.

04

Legal handled

Intro to our solicitor. Contract review, exchange, settlement. Every document organised in your personal client folder.

05

Construction tracked

Every build milestone monitored. Progress updates to your inbox. Draw invoices coordinated. Pre-handover inspection arranged.

06

Property management

Vetted property manager introduced with negotiated fees. Tenant acquisition and ongoing management, all handled.

07

Portfolio reviews

Six-month and twelve-month check-ins. Track equity, performance, and plan property number two when you're ready.

08

Direct line to Bao

We don't disappear after settlement. Direct access throughout the process and beyond — this is a long-term relationship.

The fee, explained

One $2,000 deposit. That's the whole story.

No engagement fee. No consulting fee. No monthly retainer. No trailing commission. The $2,000 commissions the search once we've agreed on the brief — and it's credited straight into your property purchase at settlement.

$2,000
Property Search Deposit
1

Paid after we lock in your Property Brief — it's what commissions the search. The discovery call, finance assessment, strategy session and the brief itself are all free.

2

When we find the right lot, the same $2,000 carries through as the holding deposit — it takes the land off the market while contracts and finance finalise.

3

At settlement, the $2,000 credits straight into your purchase. Not a fee. Not lost. It becomes part of your deposit.

Stage 01 starts here

Ready for the discovery call?

Forty-five minutes on Google Meet. Bring your numbers, your questions and your goals. We'll work out together whether the next step makes sense.