
Here’s What You Get:
The Essential Sub2 Playbook
16 Module, 190+ Lesson Operating System
- Every step from finding sellers to closing deals to exit strategies
- Word-for-word scripts for seller conversations
- Every legal document you need to protect yourself
- Land trust setup and asset protection strategies
- Multiple exit strategies for any market condition
- Due diligence checklists so you never miss critical steps
Complete Document Package
All the contract, agreements, and legal forms you need
- Purchase Agreements
- Authorizations
- Trust Addendum
- Lease Option Paperwork
- Owner Financing Documents
- Checklists and more
Exclusive Bonuses:
Business Plan
A step-by-step real estate investing business plan to help you clarify your goals, structure your operations, define your strategy, and build a real, scalable investing business.
Profit Evaluator
A practical tool to help you analyze deals. You’ll be able to calculate potential cash flow, expenses, risks, and overall profitability so you can decide whether a deal is worth pursuing.
Title Check
A proven checklist of the most important questions to ask before working with any title company. This ensures you partner with professionals who understand creative deals.
11 Tax Saving Tips
A practical guide to legally reducing your tax burden as an investor. You’ll learn smart strategies to keep more of your profits while staying compliant with tax regulations.
Real Case Studies
Detailed breakdowns of real Subject-To deals from start to finish. You’ll see exactly how deals were structured, negotiated, closed, and exited, including lessons learned along the way.
Objection Handling
A practical framework for handling common seller objections with confidence. This helps you stay calm, build trust, and move conversations toward mutually beneficial solutions.
Radio Ad Script
A ready-to-use radio ad script based on William’s proven marketing approach. You can use this as-is or adapt it to attract motivated sellers in your own market, and get sellers to come to you.
Buyer Checklist
A structured checklist to help you qualify potential buyers. This ensures you work with serious, capable buyers who can close, saving you time and frustration.
This is a complete start-to-finish system, not just “how to buy houses.” Here’s what the training walks you through:
MODULE 1
Your Real Estate Escape Plan!
Start with the right mindset, ethics, and expectations.
You’ll learn:
- Why this strategy works long-term
- What financial freedom in real estate really looks like
- What this program can and cannot do for you
- How to avoid unrealistic expectations and hype
MODULE 2
What Is Subject-To (And Why It Works)
Understand the foundation before you ever talk to a seller.
You’ll learn:
- Exactly how Subject-To works & why sellers agree to it
- The truth about the “Due on Sale” clause
- Real risks (not fear-based myths)
- When Sub2 is the best strategy, and when it’s not
MODULE 3
Getting Started the Right Way
Build your business before chasing deals.
You’ll learn:
- How to set realistic income and deal goals
- How to start with or without money and credit
- What tools and systems you actually need
- How to evaluate if a deal is worth doing
MODULE 4
Understanding Motivated Sellers
Deals come from people, not houses.
You’ll learn:
- What truly makes a seller motivated
- Why sellers say yes to creative solutions
- Real-life seller situations and examples
- How to spot real opportunity vs time-wasters
MODULE 5
Finding Sellers and Making Them Call You
This is where most investors fail, and where this course shines.
You’ll learn:
- Direct mail strategies that still work
- Using courthouse and public records
- Social media and online lead sources
- Radio, Google, and Facebook advertising basics
MODULE 6
Handling Seller Calls & Appointments
Where deals are won or lost.
You’ll learn:
- What to say (and not say) on the phone
- How to screen for real motivation
- How to build trust fast
- How to negotiate without pressure or tricks
MODULE 7
Signing the Right Documents
Protect yourself before you ever take a deed.
You’ll learn:
- Exactly what documents are required
- Why each document matters
- How to avoid dangerous shortcuts
- How to lock in your agreement legally
MODULE 8
Due Diligence
Verify everything before you buy.
You’ll learn:
- How to check title properly
- How to verify loan balances and payments
- How to spot red flags
- Inspection basics that protect your profit
MODULE 9
Closing the Deal
Turn agreements into ownership.
You’ll learn:
- Kitchen-table closings vs attorney closings
- What it really costs to close
- How to record deeds correctly
- Post-closing organization and setup
MODULE 10
Land Trusts for Privacy & Protection
Protect yourself quietly and legally.
You’ll learn:
- What land trusts are
- Why experienced investors use them
- How to structure them correctly
- How they improve privacy and asset protection
MODULE 11
Exit Strategies (How You Make Money)
Buying is only half the business.
You’ll learn:
- Cash sales, lease options, & owner financing
- When to use each strategy
- How to stay flexible as markets change
MODULE 12
Finding Buyers
Because profits come from exits.
You’ll learn:
- Building buyer lists
- Online marketing strategies
- Yard signs and local marketing
- How to sell faster with better terms
MODULE 13
Screening Buyers & Selling Paperwork
Protect your deals after you sell.
You’ll learn:
- How to avoid bad buyers
- What to verify every time
- Lease option paperwork
- Owner financing documents
MODULE 14
Staying in Control of Your Deals
Because your responsibility doesn’t end at closing.
You’ll learn:
- How to stay protected until loans are paid off
- How to handle defaults
- How to take properties back if needed
- How to stay ethical and professional
MODULE 15
Dodd-Frank Explained Simply
No confusion. No fear tactics.
You’ll learn:
- When Dodd-Frank applies
- When it does NOT apply
- How to stay compliant
- How experienced investors handle it




