COMPREHENSIVE DUE DILIGENCE
LEARN TO ANALYZE THOUSANDS OF ASSETS EFFICIENTLY
Welcome to our first Masterclass Course: Comprehensive Due Diligence, the ULTIMATE resource to learn how to analyze large portfolios of non-performing notes. Learn how to succeed as a bulk buyer in this competitive landscape.
Below you will find the 5 main lessons, covering everything you need to know from the moment you receive a spreadsheet of assets (the “data-tape”) from a mortgage note seller, to your submission of the final offer.
This Masterclass Course will show you the information you need from your counter-parties, the right way to request what’s missing, the vendor relationships to establish and the best methods for putting all of the pieces together. Learn how to conduct bulk due diligence quickly and efficiently by completing this course.
THIS COURSE IS INCLUDED FOR MORTGAGE NOTE MASTERMIND MEMBERS ONLY
Initial Data Scrub & Seller Requests
Before you dig into a new portfolio data-tape, make sure you have everything you need to get started.02
Cursory Research & Indicative Offer
Calculate your indicative offer using seller provided data to avoid wasting time & money with unrealistic counter-parties.03
Vendor Orders: Input Files & Best Practices
Learn how to work with data vendors and you'll have everything you need to analyze assets in bulk.04
Review Output Files & Compile Results
Merge vendor data & comb through your output files to complete the majority of data-tape research.05
Conclusive Review to Finalize & Close
Polish up your offer, communicate results to the seller and finalize negotiations before moving on to close the trade.