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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01Intro & Prerequisites
[GETTING STARTED]
Start here to begin your mortgage note adventure! Lay the foundation for a successful investment career.
Distressed Debt Glossary
[GETTING STARTED]
Orient yourself with this complete glossary of terms - learn the lingo to communicate effectively with your counter-parties.
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.
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.
Note Investing in 2023
[THE MARKET]
Every year brings new challenges and new opportunities. Review the present day situation to prepare yourself for modern note investing.
Sourcing & Vetting Sellers
[THE MARKET]
Your network = your net worth! Learn how to find & qualify your counter-parties when looking for note deals.
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.
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.
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.
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.
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.
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.
Seamless Servicing Transfer
[ASSET MANAGEMENT]
You've bought your first note, great! Now to get it onboarded and ready for the next steps.
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.
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.
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.
Advanced Resolutions
[ASSET MANAGEMENT]
Coming to borrower resolutions for non-performing mortgage notes can be straightforward!