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How to Invest in Mortgage Notes

Learn the basics, brush up on your skills and master the most lucrative real estate investment strategy.

BE THE BANK – BUT BETTER

HOMEOWNERS ACROSS THE COUNTRY NEED OUR HELP

Welcome to How to Invest in Mortgage Notes, the ULTIMATE resource to buy, manage and monetize performing or non-performing notes. Learn how to succeed where the banks have failed, entrepreneurs to the rescue!

Below you will find 5 segments divided into 17 modules, covering everything from the history of mortgage law to creative exit strategies. The Advanced Due Diligence & Resolution modules include 12 additional guides covering actionable research analysis and comprehensive liquidation tactics in-depth.

Over 36,000 words (not including the glossary or bonus content) resulting from 10,000+ hours in the industry, this completely FREE guide is much more than an introduction to the best real estate investment strategy of our lifetime.

Lessons
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01

Intro & Prerequisites

[GETTING STARTED]
Start here to begin your mortgage note adventure! Lay the foundation for a successful investment career.

View 02

Distressed Debt Glossary

[GETTING STARTED]
Orient yourself with this complete glossary of terms - learn the lingo to communicate effectively with your counter-parties.

View 03

Life Cycle of a Note

[GETTING STARTED]
Take a step back to understand how a mortgage note reaches the secondary market. Learn how a loan end up in a portfolio of charge-off debt for sale.

View 04

History of the Opportunity

[THE MARKET]
What is the secondary mortgage market anyway? Complete this lesson to understand how we go here and how this opportunity exists.

View 05

Note Investing in 2021

[THE MARKET]
Every year brings new challenges and new opportunities. Review the present day situation to prepare yourself for modern note investing.

View 06

Sourcing & Vetting Sellers

[THE MARKET]
Your network = your net worth! Learn how to find & qualify your counter-parties when looking for note deals.

View 07

Pre-Bid Waterfall Process

[DUE DILIGENCE]
Your initial due diligence can make or break your investment - we all know that in real estate, you make money when you buy right.

View 08

How to Make a No-Risk Bid

[DUE DILIGENCE]
How you handle your indicative offer can break your relationship with a loan seller. Do it right and count on years of repeat business.

View 09

Advanced Due Diligence

[DUE DILIGENCE]
Once you have an accepted offer, this lesson is where rubber meets the road - a full analysis of your potential investment.

View 10

Finalize your Offer

[CLOSING THE DEAL]
Crafting a compelling indicative offer is one thing, finalizing it into a win-win transaction will make or break the deal.

View 11

Understand the Contract

[CLOSING THE DEAL]
Most loan sellers use a standard Loan Purchase/Sale Agreement. Review a basic contract and understand the risks in this lesson.

View 12

Closing Checklist

[CLOSING THE DEAL]
Don't skip any steps on the closing checklist to avoid major issues down the road. Trust the process, follow the system.

View 13

Seamless Servicing Transfer

[ASSET MANAGEMENT]
You've bought your first note, great! Now to get it onboarded and ready for the next steps.

View 14

Auditing the Collateral Docs

[ASSET MANAGEMENT]
Once you receive your collateral files you'll need to make sure you got what you paid for. Follow these steps to ensure you have what you need.

View 15

High-Level Servicing Strategy

[ASSET MANAGEMENT]
An effective strategy for collecting non-performing loans will maximize your efficiency and impact. Learn the high-level approach here.

View 16

Proactive Portfolio Monitoring

[ASSET MANAGEMENT]
On a regularly basis, you'll need to be checking the vital signs of your portfolio, make sure you learn how to audit your assets.

View 17

Advanced Resolutions

[ASSET MANAGEMENT]
This is a big one, containing additional modules for everything from Discounted Payoffs to Deed-in-Lieu and Foreclosure

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