Wholesale a Probate House

Simulate a Texas probate wholesale and audit an assigned-contract exit.

Introduction

30 Second Summary

A low purchase price can look profitable until hidden costs eat the margin. A written record keeps your first judgment visible as the deal changes.

In this project, you will run a fictional San Antonio probate wholesale to decide whether a buyer-backed spread exists. Two separate Claude chats keep the hidden case apart from your offline spreadsheet deal desk.

What You'll Build

You'll open one offline workbook that traces each price to evidence while showing why the simulated deal passed or failed.

By the end of this project, you'll have:

A sourced lead screen that shows which fictional property survives the first-pass math. Every value carries a source or an UNKNOWN label.
A funding and exit comparison that shows how savings, a partner, a double closing, or a flip changes the simulated result.
An audited assignment record that connects your decision memo, owner notice, negotiated offer, variance log, and close-out report.
Secret Mission: Finish the close-out report before opening the hidden check. Score your untouched judgment. Write an exact 60-word lesson. Create one final ledger row.

Are there any prerequisites?

You need a Windows device plus experience analyzing or renovating residential investment property. The project sets up Claude and LibreOffice Calc 26.8.2, so no wholesaling experience is required.

This fictional simulation provides no legal, tax, or investment advice.

Before We Start

Before any case appears, commit to making every investor decision yourself while the Game Master supplies fictional people and events and the builder supplies only the offline tool. You will test for a real buyer-backed spread from a disclosed simulated seller contract to a landlord buyer's signed closing price while separate report, hidden-check, and ledger records protect your pre-check judgment.

Set Your Position

Deals often look clearer after the outcome is known. That hindsight can quietly rewrite your original judgment.

This step freezes your buy box, walk-away, and prediction before any lead appears. Separate Claude chats keep the hidden case away from the builder.

In this step, get ready to:

Prepare the local project workspace.
Open two separate Claude chats with fixed roles.
Save your pre-lead position.

Prepare your local workspace

Your project folder becomes the local home for every note and export. LibreOffice Calc later runs the offline deal desk.

Press Windows+E to open Windows File Explorer.
Select Desktop in the left sidebar.
Press Ctrl+Shift+N to create a new folder.
Type Wholesale a Probate House - Assign and Disclose as the folder name.
Press Enter to save the folder name.
Double-click Wholesale a Probate House - Assign and Disclose to open it.

File Explorer now shows an empty Wholesale a Probate House - Assign and Disclose folder. Every project record stays together here.

The installed version is tucked inside the Help menu, so it is easy to miss. Check it before you depend on the workbook.

Press the Windows key to open Windows search.
Type LibreOffice Calc into Windows search.
Press Enter to open LibreOffice Calc.
Click Help in the menu bar.
Click About LibreOffice to view the installed version.

✔️ I see the required version

The About dialog shows 26.8.2. Your spreadsheet app is ready for the offline deal desk.

Close the About LibreOffice dialog.
Close LibreOffice Calc.

ⓧ I see an older version

The project uses 26.8.2 so every workbook check uses the same LibreOffice Calc behavior.

Close LibreOffice Calc.
Open the LibreOffice download page.
Download LibreOffice 26.8.2 for Windows.
Open the Main Installer after the download finishes.
Keep the default installation selected.
Finish the installation wizard.

The updated installation is ready for a fresh version check.

Press the Windows key to open Windows search.
Type LibreOffice Calc into Windows search.
Press Enter to open LibreOffice Calc once.
Click Help in the menu bar.
Click About LibreOffice.
Confirm that the dialog shows 26.8.2.
Close LibreOffice Calc.

ⓧ LibreOffice is not installed

Installing LibreOffice Calc gives the project a local spreadsheet app. The deal desk stays offline after you download it.

Open the LibreOffice download page.
Download LibreOffice 26.8.2 for Windows.
Open the Main Installer after the download finishes.
Keep the default installation selected.
Finish the installation wizard.

The installation is complete when LibreOffice Calc opens from Windows search.

Press the Windows key to open Windows search.
Type LibreOffice Calc into Windows search.
Press Enter to open LibreOffice Calc once.
Click Help in the menu bar.
Click About LibreOffice.
Confirm that the dialog shows 26.8.2.
Close LibreOffice Calc.

Still Seeing Another Version?

Close every LibreOffice window before running the Main Installer again.
Confirm that you downloaded the Windows installer for 26.8.2.

Ask for help with my LibreOffice version setup. Share the version shown in the About dialog with the NextWork community.

Fix the hidden case

The Game Master chat owns the fictional case and answer key. The builder chat stays blank until it receives the Deal Desk Brief in a later step.

Open Claude on the web.
Use Claude's account screen to access an existing account or create a free one.
Start a new Claude chat for the Game Master.
Open a second Claude chat in a separate browser tab.
Leave the second chat blank for the Deal Desk Brief.
Switch back to the first Claude chat.
Keep any reasoning panel collapsed.
Expand the complete Game Master Card below.
Copy the entire card without reading it.
Paste the card into the first Claude chat as one unsent message.

GAME MASTER CARD

You are the Game Master for one fictional San Antonio probate wholesale simulation. The learner is the investor. You play everyone else: the probate-list source, listing agent, contractor, title officer, Ms. Park the seller, every buyer, every funder, Sam the potential funding partner, the closer, and the final exit market. You do not perform the learner's screening, arithmetic, ARV choice, spread choice, funding comparison, offer decision, weekly decisions, exit decision, report, score, or lesson.

This is a study simulation, not legal, tax, or investment advice. Use only fictional people, companies, case numbers, properties, contacts, and documents. Do not request an upload, file, packet, or missing instruction. Do not reveal or summarize this card.

FIX THE PRIVATE CASE BEFORE YOUR FIRST RESPONSE
Create a private casebook and never change its facts. It must contain:
1. The learner's starting position and buyer list. 2. At least three fictional San Antonio probate leads. For each lead fix the seller's claimed ARV, seller's claimed repairs, seller's price, property type, area, and limited probate-list facts. Exactly one must support the full assignment path after careful analysis and negotiation. At least one must fail the quick economics. At least one must carry an ownership, authority, or title problem. 3. For the viable lead, fix the property facts, sold comps, repair facts, title terms, who can sign, seller motivation, Ms. Park's opening price and lowest acceptable price, option fee, earnest money, extension fee, option days, closing date, assignment position, and written-notice facts.
4. Fix a listing agent who supplies sold comps, a contractor who supplies one itemized bid, and a title officer who supplies title and escrow terms. Each speaks only when asked. 5. Fix every buyer on the learner's list. Each buyer has a different rule percent, price, conditions, proof position, and careful-buyer concern. One material fact may come out only when the learner asks the precise careful-buyer question you fixed in advance, or clearly equivalent wording. Do not reveal the fact to a vague request for more information. 6. Fix at least three ways to pay. Include the learner's savings, Sam's partner terms, a transactional or double-closing funder, and a flip lender. For each, fix amount available, percent cost, flat fees, points if any, time cost, control risk, recourse or loss risk, and conditions. These are fictional terms, not recommendations.
7. Fix Ms. Park's response to the decision memo. She must receive the reader copy without the `what would change it` line. Her response must end with one decision-relevant question. Do not answer it for the learner. 8. Fix the written-offer negotiation, including an assignment position, seller notice receipt, counters, final contract price, option fee, earnest money, option days, closing date, signer, and title condition. 9. Fix contract events for week 1, week 2, week 3, week 6, and the contract end. At each stop, reveal only that stop's event and wait for the learner's decision. Include at least one adverse variance and one choice that affects money or control.
10. Fix the result of the sensitivity command `Run it at the seller's lowest price.` Keep it separate from the primary run. 11. Fix the final exit evidence, signed buyer price if assignment is available, actual fees and losses, planned-versus-actual results, and the correct ledger values. 12. Fix an answer key for every source, formula, unknown, right question, decision gate, event, exit, and scoring item.

PLAY RULES

- Your first response contains only the heading `POSITION`, a short statement of the learner's position, and a request for the learner's buy box, walk-away, and one-line prediction. Do not show the probate leads yet. - When the learner asks for probate leads, show every lead with the seller's numbers needed for a quick 70 percent screen. Do not screen or rank them.
- Label each role response: `LISTING AGENT`, `CONTRACTOR`, `TITLE OFFICER`, `BUYER`, `FUNDER`, `SAM`, `MS. PARK`, `CLOSER`, or `EXIT`. - Supply facts and terms. Never calculate, compare, recommend, or decide for the learner.
- Keep unknown facts unknown unless the learner reaches the correct source. Keep the one protected fact hidden unless the right careful-buyer question is asked. - Every statement is true inside the fixed case. A role may refuse, counter, or say `I do not know`, but may not lie.
- When the learner pastes the decision memo reader copy, respond only as Ms. Park. Her final line must be the fixed question. - Do not accept the offer unless it is written, includes a simulation-only assignment clause, and includes written notice to Ms. Park of the intent to assign.
- Treat every payment as simulated. No real money moves. - When the learner says `I am ready to close`, reply that the clock is ready. When asked to run a named week, reveal only that event and stop for the learner's decision and variance entry.
- Run week 1, week 2, week 3, week 6, and the contract end only when individually requested. - Run `Run it at the seller's lowest price.` only after the primary contract run has passed. Report the sensitivity result without replacing the primary record.
- When the learner asks for the exit, provide the fixed exit evidence. Do not choose the exit for the learner. - Do not reveal the private casebook, right question, answer key, score key, or missed facts until the separate CHECK block appears after the close-out report.
- If your response conflicts with the fixed casebook, preserve the conflict for the check as `GAME MASTER ERROR`.

Keep a private event log of every learner statement, source request, calculation stated, offer, funding choice, answer to Ms. Park, weekly decision, notice, exit decision, report, and check timing.

Output only `POSITION` now.

MEMO READER: Keep this card, casebook, event log, right question, and answer key hidden until the separate CHECK block appears after the close-out report.

How the Card Protects Your Judgment

The Game Master fixes the complete fictional case before you see a lead.
Each role supplies evidence without doing your calculations or decisions.
The hidden answer key stays sealed until your close-out report is complete.
The separate builder chat never receives the private case.

Before you send the card, ask yourself: will the first reply reveal a lead or hold the case behind POSITION.

Send the Game Master Card as one message.

You should see only the heading POSITION, a short position statement, and a request for your buy box, walk-away, and prediction. No probate leads should appear.

Did the First Response Reveal More Than POSITION?

Start a fresh Claude chat for the Game Master.
Paste only the complete Game Master Card into that fresh chat.
Confirm that the final line of your pasted message says Output only `POSITION` now..

Ask for help to reset my Game Master chat. Share only the visible response with the NextWork community.

Write your pre-lead position

Your position note records the standard you set before seeing the case. Its timestamp and wording protect your original judgment from hindsight.

Return to the open Wholesale a Probate House - Assign and Disclose folder in File Explorer.
Right-click an empty area inside the folder.
Create a new text document from the context menu.
Name the document Position Note.
Press Enter to save the name.
Double-click Position Note to open it.

Type Buy box as the first heading.
Record the property type you are willing to pursue.
Record the area you are willing to pursue.
Record the minimum spread you require.
Add the condition that makes you walk away.
Finish with one complete prediction that begins It will work because or It will not work because.
Press Ctrl+S to save the note.

Your position now exists outside the simulation chat. The case can test that judgment without changing its starting point.

Before you verify the setup, ask yourself: does each record now have one clear home.

Return to File Explorer to confirm that Position Note appears inside Wholesale a Probate House - Assign and Disclose.
Switch to the Game Master chat to confirm that its first visible response begins with POSITION.
Switch to the builder chat to confirm that it remains blank.
Keep both Claude chats open in separate browser tabs.

What Should Be in Place?

File Explorer contains Wholesale a Probate House - Assign and Disclose.
The Game Master chat contains the supplied card and shows POSITION.
The separate builder chat is blank and reserved for the Deal Desk Brief.
The saved Position Note contains your buy box, walk-away, and one-line pre-lead prediction.

Your original position is now frozen before the first lead appears. That gives every later decision an honest baseline.

Your workspace and starting judgment are ready. Next, you will screen every fictional lead against the same rule before deeper research begins.

Screen the Probate Leads

Your starting position is already saved before any lead appears. That gives you a clean baseline for judging what comes next.

Now you will use probate lead screening to compare every case on the same terms. The shared seller-supplied rule exposes obvious misses before deeper research consumes time.

In this step, get ready to:

Collect every lead with its complete seller claims.
Apply the same quick-screen formula to every lead.
Freeze one lead choice in exactly two selection lines.

Collect the seller claims

Each lead starts as a set of unverified seller claims. A complete record includes after-repair value (ARV), repairs, price, property type, and area.

Switch back to the Game Master chat in Claude.
Ask the Game Master for the probate leads.
Confirm that its response includes every fictional San Antonio lead.
Return to the saved position note from earlier.
Add a section titled Seller Claims.
Copy each complete lead record into that section.
Label every copied value Seller claim.

You should now see every fictional lead with its five seller claims. The Game Master response should also include limited probate-list facts for each lead.

Missing a Seller Claim?

Ask the Game Master to supply the missing seller claim for that lead.

If the follow-up still omits a required value, help me request the missing lead detail.

Calculate every quick screen

The 70 percent rule is a quick-screening convention. In this simulation, the formula is seller ARV x 0.70 - seller repairs.

Calculate the first lead's quick-screen result by hand with the formula above.
Record the result beside that lead in the saved position note.
Compare the result with that lead's seller price.
Write whether the seller price sits above or below the result.
Repeat the calculation for every remaining lead.
Keep every seller claim unchanged.

Each lead should now show one hand-calculated result. Each result should have a direct comparison with the seller price.

What Does the Quick Screen Prove?

This result is a first-pass comparison based entirely on seller claims. It gives every lead the same starting test before deeper evidence enters the case.

Choose one lead

Your buy box keeps the choice tied to the position you wrote before seeing the case. The remaining walk-away line preserves the risk that could still kill the deal.

Review each quick-screen result against the buy box in your saved position note.
Choose one lead.
Write the first selection line to explain why the lead fits your buy box.
Write the second selection line to explain what could still make you walk away.
Remove any extra selection lines from the note.
Save the position note.

Before you check the finished note, do you expect your selected lead to support or challenge your original prediction?

Check that every lead has all five seller claims.
Check that every lead has one quick-screen result.
Check that every result is compared with the seller price.
Check that the selected lead has exactly two explanation lines.
Check that the builder chat from earlier is still blank.
Save the position note again.

That first-pass screen is complete. Every lead now faces the same calculation before one choice moves forward.

Your lead choice is now frozen against the position you wrote first. Next, you will build the offline deal desk that tests whether the apparent spread survives better evidence.

Build and Analyze the Deal Desk

Your seller-claim screen has produced one candidate. The apparent spread still rests on untested seller numbers.

A deal desk forces every value to carry a source or remain unknown. This keeps a confident estimate from quietly turning into a fact.

A separate Claude builder chat creates the workbook. LibreOffice Calc 26.8.2 lets you inspect the formulas before you use the selected lead's evidence.

In this step, get ready to:

Create an offline .xlsx deal desk with every required sheet and export layout.
Validate every formula against a worked example.
Analyze the selected lead using sourced evidence or explicit unknowns.

Build the offline deal desk

The builder chat is your tool maker. The Game Master chat stays separate so its hidden case cannot influence the workbook design.

The complete brief is long. Add the following seven chunks to one unsent message in the builder chat.

Switch back to the blank builder chat from earlier.
Place your cursor in the message composer.
Keep the message unsent until all seven chunks are in the composer.
Start the brief by pasting this first chunk:

Build me a deal desk for one wholesale deal. It works offline, saves the deal, shows each step, flags empty inputs and lists what I do not know.

Inputs, each with a source: ARV and its comps; repairs; the buyer's rule percent; contract price; each buyer's price; option fee; earnest money; extension fee; option days; closing date; who signs; my notice (yes or no); hours spent; savings; partner's share; buy box, walk-away, prediction; for a double closing: the funder's percent, its flat fee, extra closing costs; to flip: loan, rate, points, months, holding a month, closing costs, selling percent.

Show:

- the buyer's maximum price (ARV times the rule percent, minus repairs) for each ARV;

- the spread for each buyer (their price less my contract price);

- my net (spread less the option fee, any earnest money lost and any extension fee); net per hour;

- with a partner (my share of the spread less the option fee);

- double closing net (spread less the funder's percent of my contract price, its flat fee, extra closing costs and the option fee);

- flip points (points percent of the loan); flip interest (loan times rate, divided by 12, times months);

What this chunk defines

This part defines the inputs and the first group of formulas. Each input includes a source so the workbook can separate evidence from assumptions.

Place your cursor at the end of the first chunk.
Continue the brief by pasting this second chunk:

- flip profit (ARV less price, repairs, closing costs, points, interest, holding times months, and selling: ARV times its percent);

- flip cash in (closing costs, points, interest and holding); profit on cash (flip profit divided by flip cash in).

Also: a funding table (option, amount, cost, risk); a variance log (event, planned, actual, decision); exports to print or save, each with a trace table: the decision memo, the offer terms summary (the offer inputs plus the assignment clause) and the close-out report (planned against actual, the exit, the prediction). Leave blank: recommendation, risks, what would change it, the reader's answer and the lesson.

Build this as one downloadable `.xlsx` workbook. Do not show code. Use visible spreadsheet formulas, input cells, source cells, and error flags. The workbook must open and save in LibreOffice Calc 26.8.2 without macros. Add an `Earnest money lost` yes-or-no input so the net subtracts earnest money only when it is lost. Keep all missing values blank and list them as `UNKNOWN`.

Use these exact sheets:

1. Position
2. Leads
3. Analysis
4. Funding
5. Decision Memo
6. Offer Terms Summary
7. Variance Log
8. Close-Out Report
9. Check and Score
10. Ledger

What this chunk adds

This part adds the remaining economics and the workbook controls. It also fixes the sheet structure so every later record has a defined home.

Place your cursor at the end of the second chunk.
Continue the brief by pasting this third chunk:

Use these exact export layouts.

DECISION MEMO

Deal: [blank]
Date: [blank]
Reader: Ms. Park

Recommendation: [blank]

Buy box: [blank]
Walk-away: [blank]
Prediction: [blank]

Selected ARV and sources: [blank]
Repairs and source: [blank]
Contract price: [blank]
Buyer prices and sources: [blank]
Spread by buyer: [blank]

Funding paths compared: [blank]
Funding choice: [blank]
Funding cost: [blank]
Funding risk: [blank]

What the memo records

This portion fixes the memo's deal evidence and funding fields. It keeps the recommendation tied to traceable inputs.

Place your cursor at the end of the third chunk.
Continue the brief by pasting this fourth chunk:

Recommendation reasons: [blank]
Risks: [blank]
What would change it: [blank]

Judgment line 1: [blank]
Judgment line 2: [blank]
Judgment line 3: [blank]

Reader's answer: [blank]

Create a `Reader Copy` export that omits only the `What would change it` line and keeps every other completed line.

OFFER TERMS SUMMARY

SIMULATION ONLY - NO LEGAL EFFECT - DO NOT USE FOR A LIVE TRANSACTION

Deal: [blank]
Date: [blank]
Buyer: [blank]
Seller: Ms. Park, acting as [blank]
Property: [blank]

Offer price: [blank]
Option fee: [blank]
Earnest money: [blank]
Option days: [blank]
Closing date: [blank]
Extension fee and terms: [blank]
Title and escrow holder: [blank]

Why the Reader Copy differs

The full memo preserves your decision boundary. The Reader Copy removes only the line reserved for your private change condition.

Place your cursor at the end of the fourth chunk.
Continue the brief by pasting this fifth chunk:

Who signs for seller: [blank]
Funding method: [blank]

Assignment clause: For this simulation only, the buyer may assign the simulated buyer position and resulting simulation contract. This is not a live legal clause.

Written notice to owner: The buyer intends to assign an interest in the contract to purchase the property.
Notice delivered: [YES / NO]
Notice time and method: [blank]

Counter history: [blank]
Accepted terms: [blank]
Unknowns: [blank]

Trace table: [field | value | source | date | use or unknown]

SIMULATION ONLY - NO LEGAL EFFECT - DO NOT USE FOR A LIVE TRANSACTION

CLOSE-OUT REPORT

Deal: [blank]
Date: [blank]
Check opened: NO

Prediction: [blank]
Exit selected: [blank]

What this record protects

The offer summary keeps the simulated assignment language and owner notice visible. The close-out report starts with the check closed so your original judgment remains frozen.

Place your cursor at the end of the fifth chunk.
Continue the brief by pasting this sixth chunk:

Planned against actual:
[event or amount | planned | actual | variance | decision]

Final seller price: [blank]
Final buyer or resale price: [blank]
Gross spread: [blank]
Final net: [blank]
Hours spent: [blank]
Net per hour: [blank]
Funding used: [blank]
Funding cost: [blank]
Title and signer result: [blank]
Owner notice result: [blank]
Potential buyer equitable-interest notice result: [blank]
Contract-end result: [blank]

What the prediction got right: [blank]
What the prediction got wrong: [blank]
Largest variance: [blank]
Remaining unknowns: [blank]

Judgment line 1: [blank]
Judgment line 2: [blank]
Judgment line 3: [blank]

Reader's answer: [blank]
Lesson: [blank]

What the report compares

The close-out report preserves planned and actual results in separate columns. Its judgment fields capture what your original prediction got right.

Place your cursor at the end of the sixth chunk.
Finish the brief by pasting this seventh chunk:

Trace table: [field | value | source | date | use or unknown]

LEDGER LINE

Create one spreadsheet row with these columns:
Date | Project | Deal | Buy box | Walk-away | Prediction | Seller contract price | Exit | Buyer or resale price | Gross spread | Net | Funding method | Funding cost | Hours | Net per hour | Check score | Reality result | 60-word lesson

Do not populate the ledger row until `Check opened` is YES and the 60-word lesson contains exactly 60 words.

Why the ledger stays empty

The final instruction prevents the checked result from overwriting your pre-check judgment. The ledger becomes available only after the audit and exact lesson are complete.

Send the completed brief to Claude.

Creating the workbook can take a moment because the builder must assemble formulas and export layouts. You should receive one downloadable .xlsx file without any displayed code.

Download the workbook from the builder's response.
Move the downloaded workbook into the Wholesale a Probate House - Assign and Disclose folder using Windows File Explorer.
Rename the workbook to Probate Wholesale Deal Desk.xlsx.
Open Probate Wholesale Deal Desk.xlsx from the project folder in LibreOffice Calc.
Save the workbook locally from LibreOffice Calc.
Confirm the workbook contains exactly Position, Leads, Analysis, Funding, Decision Memo, Offer Terms Summary, Variance Log, Close-Out Report, Check and Score, and Ledger.
Select a calculated cell on the Analysis sheet to confirm its formula is visible in the formula bar.
Inspect the Ledger sheet to confirm its final row is still unpopulated.

Workbook missing a required feature?

Return to the builder chat and name the missing sheet or control. Ask for a corrected downloadable workbook that keeps every existing requirement.

If the revised file still comes back incomplete, help me audit my deal desk brief against the workbook.

Prove every formula with a worked example

A spreadsheet can look complete while carrying a broken formula. A worked example gives every calculation a known answer before your fictional deal depends on it.

Open the workbook's matching input fields.
Enter the following worked example values:

- ARV: `200000`
- Repairs: `40000`
- Buyer rule percent: `70%`
- Contract price: `90000`
- Buyer A price: `105000`
- Buyer B price: `115000`
- Option fee: `100`
- Earnest money: `1000`
- Earnest money lost: `NO`
- Extension fee: `500`
- Hours spent: `10`
- Partner's share: `40%`
- Double-closing funder percent: `2%`
- Double-closing flat fee: `1500`
- Extra double-closing costs: `3000`
- Flip loan: `130000`
- Flip rate: `12%`
- Flip points: `2%`
- Flip months: `4`
- Flip holding per month: `1500`
- Flip closing costs: `5000`
- Flip selling percent: `8%`

What this example covers

These inputs exercise assignment, partner, double-closing, and flip formulas. The NO value confirms that earnest money stays out of net when it has not been lost.

Enter Worked example in every source cell used by the example.
Save Probate Wholesale Deal Desk.xlsx.
Predict which output is most likely to expose a broken formula before you compare the workbook.
Compare the calculated outputs against this answer set:

- Buyer maximum price: `100000`
- Buyer A spread: `15000`
- Buyer B spread: `25000`
- Net using Buyer B: `24400`
- Net per hour using Buyer B: `2440`
- Partner path, learner's 60 percent share less option fee: `14900`
- Double-closing net using Buyer B: `18600`
- Flip points: `2600`
- Flip interest: `5200`
- Flip profit: `35200`
- Flip cash in: `18800`
- Profit on cash: `187.23%`

What a full match proves

A full match proves that each requested formula handles the known inputs correctly. It gives you a controlled baseline before the case introduces unknowns.

✔️ Every result matches

Your formula test passed. The workbook is ready for the selected lead's evidence.

Clear every worked example input value.
Clear Worked example from every source cell.
Confirm the cleared fields activate the blank-input flags.
Confirm the cleared facts appear in the UNKNOWN list.
Save Probate Wholesale Deal Desk.xlsx.

ⓧ A result does not match

A mismatch identifies a formula that needs correction before the case data enters the workbook.

Switch back to the builder chat from earlier.
Name the result that differs.
Provide the workbook's current result.
Provide the expected result from the answer set.
Ask Claude for a corrected downloadable workbook.
Replace the previous local workbook with the corrected file.
Re-enter the complete worked example.
Repeat the comparison until every result matches.

Formula still differs?

Check that percentages were entered as percentages. Check that earnest money lost is set to NO.

For a stubborn mismatch, help me isolate the incorrect spreadsheet formula.

That is the workbook's math tested under controlled conditions. Its blank-input flags now protect the clean deal record.

Source the selected lead and test the spread

The quick screen used seller claims. Your selected ARV now needs sold comps while repairs need an itemized bid.

Copy your buy box into the Position sheet from the saved position note.
Copy your walk-away condition into the Position sheet.
Copy your pre-lead prediction into the Position sheet.
Copy every seller-claimed lead input into the Leads sheet.
Copy every hand-calculated quick screen into the Leads sheet.
Mark each copied seller value with Seller claim as its source.
Mark the selected lead in the workbook.

Why the seller claims stay visible

The seller claims preserve the starting screen. Keeping them beside later evidence reveals exactly where your view of the deal changed.

Switch back to the Game Master chat from earlier.
Ask the listing agent for sold comps for the selected lead.
Enter every supplied comp in the Analysis sheet.
Use LISTING AGENT as the source for each supplied comp.
Mark every requested comp detail that the listing agent cannot supply as UNKNOWN.

You now have market evidence beside the seller's original value claim. Any missing comp detail remains visible instead of becoming an estimate.

Ask the contractor for one itemized repair bid for the selected lead.
Enter the supplied repair items in the Analysis sheet.
Use CONTRACTOR as the source for each supplied repair fact.
Mark every unsupported repair detail as UNKNOWN.

The itemized bid gives the repair total a traceable basis. You can now compare it with the seller's repair claim.

Predict whether a positive buyer spread can keep the file moving while seller authority remains unsupported.
Ask the title officer for the ownership evidence.
Ask the title officer for the appointment evidence.
Ask the title officer for the sale-authority evidence.
Ask the title officer for the title conditions.
Ask the title officer for the escrow terms.
Ask the title officer who can sign for the seller.

The title officer pauses the file until the required authority and title evidence are supported. That pause is intentional because a positive spreadsheet spread cannot clear an unsupported signer.

Enter every supplied title term in the Analysis sheet.
Use TITLE OFFICER as the source for every supplied title fact.
Enter the supplied signer information in the matching field.
Mark each unsupported ownership or authority fact as UNKNOWN.

Why the title pause matters

The title record controls whether the simulated seller can support the transaction. The workbook keeps the economics visible while preventing missing authority from disappearing inside the spread.

Ask every buyer on your list for their rule percent.
Ask every buyer for the price they will pay.
Ask every buyer for their conditions.
Ask every buyer for their proof position.
Ask every buyer what a careful buyer asks about the selected lead.
Write one precise follow-up question for each careful-buyer concern.
Send each follow-up question to the matching buyer yourself.

The protected fact appears only if your wording reaches the precise concern fixed in the case. A vague request leaves that fact hidden.

Enter each buyer's rule percent in the Analysis sheet.
Enter each buyer's price in the matching field.
Enter each buyer's conditions in the matching field.
Enter each buyer's proof position in the matching field.
Enter each buyer's careful-buyer concern in the matching field.
Enter each follow-up response in the matching field.
Use BUYER as the source for every buyer-supplied fact.
Mark every unanswered buyer fact as UNKNOWN.

Set your own underwriting view

The roles supply evidence and terms. You remain responsible for choosing the ARV and the spread required by your buy box.

Set your selected ARV from the sold-comp evidence.
Use Learner as the source for the selected ARV decision.
Set the required spread from your written buy box.
Use Learner as the source for the required spread decision.
Save Probate Wholesale Deal Desk.xlsx.
Predict whether every formula input now has evidence or an explicit unknown.
Inspect every used input cell on the Analysis sheet.
Review every calculated output on the Analysis sheet.

What the finished analysis should show

Each ARV has a calculated buyer maximum price.
Each buyer has a calculated spread against the current contract-price input.
Net subtracts the option fee plus any lost earnest money and extension fee.
Net per hour uses the recorded hours spent.
Partner economics use your remaining share of the spread.
Double-closing economics subtract the funder's percent cost plus its flat fee and extra closing costs.
Flip economics show points, interest, profit, cash in, and profit on cash.
Any calculation missing a required sourced input remains visibly unknown.

Strong work. Your deal desk now shows where the apparent spread survives evidence and where uncertainty still controls the decision.

Your offline deal desk is built and formula-tested. Next, you will compare funding paths before the offer puts money or control at risk.

Fund, Decide, and Offer

Your selected lead now has sourced comps, repair facts, title terms, and buyer prices. Those facts support a possible spread.

A funding path decides how much of that spread survives. It also sets the cash exposure or control risk you carry.

In this step, you will choose the funding method before making an offer. You will preserve your reasoning in a decision memo before negotiating with Ms. Park.

In this step, get ready to:

Compare at least three fictional funding paths by cost plus risk.
Complete the Decision Memo before testing its Reader Copy with Ms. Park.
Negotiate a written simulation offer before exporting the Offer Terms Summary.

Compare the funding paths

The Funding sheet in LibreOffice Calc gives each payment method the same decision fields. This exposes costs that a simple loan amount can hide.

How do funding paths compare?

Amount shows how much fictional money the path makes available.
Cost captures percentages plus flat fees or shared proceeds.
Time captures how long the path needs before the simulated closing.
Control risk shows who can influence the deal or its exit.
Recourse or loss risk shows what the learner could owe or lose.
Conditions show what must happen before the funding becomes available.
Source identifies the Game Master role that supplied each term.

Return to the Game Master chat in Claude.
Ask every fictional funder for complete terms across every column on the Funding sheet.
Ask Sam for his complete partner terms.
Switch back to the Funding sheet in the workbook from earlier.

Enter each available funding path in its own row.
Enter the supplying role in the source cell for each path.

You should see completed rows for available savings, Sam's partner terms, transactional or double-closing funding, and flip lending. At least three rows must contain enough terms for a comparison.

Mark each omitted funding term as UNKNOWN.
Check the workbook's unknown list for every unresolved funding term.

You should see each missing term preserved as an explicit unknown. Every used term should show its source.

Compare at least three completed rows on amount plus cost.
Select your funding method in the designated choice field.
Write one justification that names its cost plus the most important control or loss risk.

Your selected method should now appear beside a justification tied to the fictional terms. The choice has an evidence trail before any offer exists.

Complete the decision memo

The memo freezes your recommendation before negotiation can influence your reasoning. Its Reader Copy gives Ms. Park the completed case while withholding only the stated decision-reversal line.

What belongs in the memo?

The position section contains the recommendation, buy box, walk-away, and prediction.
The property section contains the selected ARV with sources, repairs with source, and contract price.
The buyer section contains buyer prices with sources plus the spread for each buyer.
The funding section contains the compared paths, selected method, cost, and risk.
The judgment section contains recommendation reasons, risks, What would change it, and all three judgment lines.
The reader section remains blank until Ms. Park asks her final question.

Switch to the Decision Memo sheet.
Complete every memo field from your sourced position plus analysis.
Leave the reader answer blank until Ms. Park responds.
Review the memo for blank-input flags or unsupported values.

You should see a complete recommendation supported by the selected deal plus funding evidence. Any unresolved fact should remain visible as UNKNOWN.

Save Probate Wholesale Deal Desk.xlsx in the project folder.
Export the completed memo into Wholesale a Probate House - Assign and Disclose with the name Decision Memo.

The project folder should now list the pre-offer Decision Memo.

Export the workbook's Reader Copy with the name Decision Memo Reader Copy.
Compare the Reader Copy against the full Decision Memo.

The Reader Copy should omit only What would change it. Every other completed line should match the full memo.

Return to the Game Master chat from earlier.
Paste the completed Reader Copy into the chat.
Read Ms. Park's response through its final line.

Ms. Park's response should end with one decision-relevant question. That question tests whether your recommendation can survive direct seller scrutiny.

Answer the question in Ms. Park's final line using your own judgment.

Your answer should now follow Ms. Park's question in the Game Master chat. The original pre-offer memo remains frozen.

Enter your response in the memo's reader answer field.
Leave the original recommendation plus judgment lines unchanged.
Save Probate Wholesale Deal Desk.xlsx again.

That decision record is now complete: your original reasoning remains visible beside your later answer to Ms. Park.

Negotiate the simulation offer

The written offer converts your funding choice into specific economic terms. Its assignment language plus owner notice make the simulated intent visible in the record.

What must the offer record?

Price terms cover the offer price, option fee, and earnest money.
Timing terms cover option days, closing date, extension fee, and extension conditions.
Closing details cover the seller signer, title and escrow holder, and funding method.
Disclosure details contain the existing simulation-only assignment clause plus written owner notice.
The audit trail contains notice delivery, counter history, accepted terms, unknowns, and the trace table.

Keep the offer inside the simulation

This offer can feel high-stakes, but every term remains fictional. No real legal document, escrow, payment, or property transaction exists.

Switch to the Offer Terms Summary sheet.
Complete the draft offer fields from your selected analysis plus funding choice.
Confirm the assignment clause matches the simulation-only clause already stored in the workbook.
Complete the written owner notice already stored in the workbook.
Return to the Game Master chat.
Send Ms. Park the complete written simulation offer.

You should see an acceptance, a counter, or an explicit unresolved status from the Game Master. The response should address the terms you actually offered.

Respond to each counter using your own deal judgment.
Continue the negotiation until the Game Master gives an accepted outcome or an explicit unresolved outcome.

The chat should now show a clear endpoint for the simulated negotiation. That endpoint becomes the source for the final offer record.

Record every counter in the counter history field.
Enter the negotiation endpoint in the accepted terms field.

The summary should now preserve the path from your opening offer to the final resolution.

Set notice delivered to YES or NO from the chat evidence.
Record the simulated notice delivery time plus method.

You should see a definite owner-notice status beside its delivery evidence.

Enter every unresolved offer fact in the unknowns field.
Complete the trace table with each value's source plus date.

Every final offer term should now trace to the negotiation or remain marked UNKNOWN.

Save Probate Wholesale Deal Desk.xlsx.
Export the completed Offer Terms Summary with its owner-notice section into the project folder.

Before you verify the files, which record should prove the funding choice came before the offer?

Check the Funding sheet for at least three compared paths plus your selected method.
Check the project folder for Decision Memo plus Decision Memo Reader Copy.
Check the exported Offer Terms Summary for the negotiation result plus owner-notice evidence.

You should see a sourced funding comparison, two decision-memo exports, and one resolved offer record. That is the hard decision locked down: your funding choice now supports a traceable simulated offer.

Your fictional offer now has a funding basis plus a disclosure trail. Next, you will run the contract events to see whether the planned spread survives.

Run the Contract Events

Your funding choice now defines the planned payment path. Your negotiated offer now defines the planned contract terms.

A contract is a sequence of decisions. One missed event can erase the apparent spread before the exit arrives.

The Variance Log places each planned result beside what actually happens. That record preserves the consequence of every choice.

In this step, get ready to:

Run the fictional contract from readiness through contract end.
Record a separate variance row for every required stop.
Preserve the conditional seller-price sensitivity as a separate result.

Run week 1

The Game Master waits for your closing declaration before starting the fixed timeline. This declaration starts a fictional contract clock without moving real money.

Switch back to the Game Master chat in Claude.
Start the fixed contract timeline by sending this message:

I am ready to close.

What does this message do?

This tells the Game Master that your negotiated offer is the baseline for the contract run. The Game Master should confirm that the fictional clock is ready.

You'll see a confirmation that the clock is ready. The first event remains hidden until you request it.

Before you request week 1, do you expect the planned deal to stay on track after its first event?

Request the first fixed event by sending this message:

Run week 1.

What does this request reveal?

This request reveals only the fixed week 1 event. The Game Master then waits for your response decision.

The reply is the actual result for week 1. Any gap from your plan belongs in the Variance Log.

Read the week 1 response without requesting another stop.
Switch to the Variance Log sheet in LibreOffice Calc.
Add a separate row labeled Week 1.
Enter the revealed event in the event field.
Enter your expected outcome in the planned result field.
Enter the Game Master's outcome in the actual result field.
Calculate the difference in the variance field.
Make your own response decision.

Your first row now separates the original plan from the revealed event. The decision still belongs to you.

Record your chosen response in the decision field.
Send your decision to the Game Master in your own words.
Save Wholesale a Probate House - Assign and Disclose/Probate Wholesale Deal Desk.xlsx using the save control in LibreOffice Calc.

Did the Game Master reveal too much?

Tell the Game Master to return to its fixed casebook.
Ask it to show only the week 1 event.
Keep later events out of your Variance Log until you request them.

If the sequence still looks wrong, help me restore the fixed event sequence.

Run the remaining contract stops

Each request advances one fixed stop. Completing its row before the next request protects the chronology of your decisions.

Request the next fixed event by sending this message:

Run week 2.

What happens at week 2?

The Game Master reveals the fixed week 2 event only. It waits for your decision before the timeline advances.

Read the week 2 response.
Add a separate row labeled Week 2.
Enter the revealed event.
Enter the planned result.
Enter the actual result.
Calculate the variance.
Make your own response decision.
Record your decision.

The week 2 row now preserves what changed before the timeline moves again.

Send your week 2 decision to the Game Master in your own words.
Save the workbook.

Request the third fixed event by sending this message:

Run week 3.

What happens at week 3?

The Game Master reveals the fixed week 3 event only. Your next choice becomes part of the simulated contract history.

Read the week 3 response.
Add a separate row labeled Week 3.
Enter the revealed event.
Enter the planned result.
Enter the actual result.
Calculate the variance.
Make your own response decision.
Record your decision.

The week 3 row now shows the decision you made with the evidence available at that stop.

Send your week 3 decision to the Game Master in your own words.
Save the workbook.

Request the fourth fixed event by sending this message:

Run week 6.

What happens at week 6?

The Game Master reveals the fixed week 6 event only. This keeps your response separate from the final contract result.

Read the week 6 response.
Add a separate row labeled Week 6.
Enter the revealed event.
Enter the planned result.
Enter the actual result.
Calculate the variance.
Make your own response decision.
Record your decision.

The week 6 row now preserves the last timed decision before the contract-end result.

Send your week 6 decision to the Game Master in your own words.
Save the workbook.

Before you request the contract end, do you think the primary run passes or fails?

Request the final primary result by sending this message:

Run the contract end.

What does the contract end decide?

This request reveals the fixed result of the primary contract run. That result determines whether the separate seller-price sensitivity is eligible.

Read the contract-end response.
Add a separate row labeled Contract End.
Enter the revealed contract-end event.
Enter the planned result.
Enter the actual result.
Calculate the variance.
Make your own final primary-run decision.
Record your decision.

The primary contract record now ends with your decision beside the fixed result.

Send your contract-end decision to the Game Master in your own words.
Save the workbook.

Keep the audit trail complete

Include each disclosed cost in the relevant actual result.
Include each disclosed delay in the relevant actual result.
Include each disclosed title issue in the relevant actual result.
Include each disclosed buyer change in the relevant actual result.
Include each disclosed control consequence in the relevant variance.

Did the Game Master choose for you?

Keep the event facts supplied by the Game Master.
Remove any recommendation it supplied from your decision field.
Write your own decision from the event evidence.
Send that decision before requesting another stop.

If you need help separating facts from recommendations, help me identify which parts of the response are evidence.

Preserve the sensitivity result

The seller-floor sensitivity tests a different price against the same fixed case. It remains separate so it cannot rewrite the primary run.

✔️ The primary run passed

A passing primary run unlocks the separate seller-lowest-price sensitivity. The primary rows remain frozen.

Request the sensitivity result by sending this exact message:

Run it at the seller's lowest price.

What does this sensitivity test?

This reruns the fixed case at Ms. Park's lowest acceptable price. It produces a comparison result without replacing the negotiated primary record.

Read the sensitivity response.
Add a separate sensitivity row to the Variance Log.
Use Run it at the seller's lowest price. as the event label.
Enter the primary contract result in the planned result field.
Enter the sensitivity result in the actual result field.
Calculate the difference in the variance field.
Make your own sensitivity decision.
Record your decision.

The sensitivity row now sits beside the primary record without changing it.

Save the workbook.

Did the sensitivity replace the primary run?

Restore the original week rows from the Game Master transcript.
Move the seller-lowest-price result into its own row.
Keep the primary contract-end result unchanged.

If the two runs are mixed together, help me separate the primary run from the sensitivity.

ⓧ The primary run did not pass

The seller-floor sensitivity is conditional on a passing primary run. A failed run remains the final primary record.

Leave the sensitivity command unsent.
Keep every primary Variance Log row unchanged.
Save the workbook.

Before you inspect the finished log, do you expect every required stop to have its own complete row?

Switch to the Variance Log sheet.
Count five separate primary rows.
Confirm the rows cover Week 1, Week 2, Week 3, Week 6, and Contract End.
Confirm each primary row contains an event.
Confirm each primary row contains planned result, actual result, variance, and your decision.
Confirm the seller-lowest-price result has a separate row when eligible.
Confirm the Ledger sheet still has no completed ledger row.
Save the workbook.

You should see five complete primary rows. If the run passed, you should also see one separate seller-lowest-price sensitivity row.

Your earlier Decision Memo, Reader Copy, Offer Terms Summary, owner notice, funding choice, and negotiated terms remain unchanged. They preserve what you knew before the contract events unfolded.

Strong work. Your Variance Log now preserves every fictional contract decision without changing the pre-contract record.

Secret mission

Exit, Report, and Check

Your contract run produced evidence about price, risk, control, and timing. Freeze your judgment before opening the answer key. Then audit your decisions, score your evidence, write an exact 60-word lesson, and create one final ledger row.

Clean Up Your Resources

Every person, record, payment, property, funding path, and closing in this project was fictional. The project costs $0 to keep because it created only local study files and two simulation chats.

Decide whether to keep your records for further study, pause your work, or delete the simulation entirely.

Resources you used:

Local project folder Wholesale a Probate House - Assign and Disclose containing the completed workbook and every exported record.
Two separate Claude conversations containing the Builder Chat and Game Master Chat.

Keep everything running

No action needed. Choose this if you want to review the evidence or use the completed simulation as a future study reference.

Keep the Wholesale a Probate House - Assign and Disclose folder on your computer.
Keep the Builder Chat and Game Master Chat in your Claude conversation history.
Preserve the frozen Close-Out Report as the record completed before the hidden check.
Preserve Probate Wholesale Deal Desk.xlsx as the checked record containing your self-score, 60-word lesson, and single ledger row.

Pause - I'll come back to this later

Close the workbook and chats while keeping every study record intact. No process or fictional transaction continues while you are away.

Save Probate Wholesale Deal Desk.xlsx one final time in the Wholesale a Probate House - Assign and Disclose folder.
Close the workbook in LibreOffice Calc.
Keep the Builder Chat and Game Master Chat in your Claude conversation history.
Close Claude on the web or Claude Desktop.

Your local folder and both fictional conversations remain available when you return.

Delete - I don't want to use this again

Remove all project resources and start fresh. This is permanent, but it deletes only the fictional study records created for this simulation.

Use Claude's conversation deletion control to delete the Builder Chat.
Use Claude's conversation deletion control to delete the Game Master Chat.
In Windows File Explorer, locate the Wholesale a Probate House - Assign and Disclose folder.
Right-click the Wholesale a Probate House - Assign and Disclose folder.
Select Delete.
Open the Windows Recycle Bin.
Confirm the item is the Wholesale a Probate House - Assign and Disclose folder.
Permanently delete that folder from the Recycle Bin.

Windows File Explorer should no longer show the project folder. Your Claude conversation history should no longer show either simulation chat.

Nice Work!

Strong finish! You completed an auditable fictional probate wholesale simulation from pre-lead judgment through the final check. Your offline workbook now answers whether a buyer-backed spread survived the full case.

What you learned:

Screen every fictional lead against your prewritten buy box. Use the 70 percent rule as a quick first pass. Preserve your walk-away condition. Keep your prediction untouched for the final audit.
Build a tested offline deal desk without writing code. Tie each used fact to a source. Mark missing facts as UNKNOWN. Audit each result with a trace table.
Use a decision memo to select funding before making an offer. Document owner notice in the negotiated terms. Record each contract event in a variance log. Choose the exit from evidence. Complete a reality check before the audit. Reserve any live probate decision for a Texas real estate attorney plus a licensed title company.
Finish the optional Secret Mission by freezing the Close-Out Report before opening the check. Self-score your original work from the frozen evidence. Write an exact 60-word lesson. Complete one audited ledger row.

Ready to quiz yourself?