Free Training
Due Diligence
Master the research and analysis process — from collateral review and title search to property valuation and borrower profiling — before you fund a deal.
Lessons
17 min28 min38 min48 min58 min67 min
Due Diligence Overview
Due diligence framework for note investors -- from free pre-bid screening to vendor analysis -- so you spend money only on loans worth buying.
Auditing the Collateral File
The four documents you need to legally own and enforce a mortgage note -- and the audit process that ensures you have them before you fund.
Title, Taxes, and Liens
How to research title ownership, check property tax status, identify encumbrances, and verify your modeled equity position in the public record.
Property Value and Condition
Property valuation methods for note investors -- from free AVMs to paid BPOs -- plus how to assess occupancy and condition.
Borrower Research
How to read a credit report, analyze the senior lien trade line, research bankruptcy on PACER, and extract intelligence for pricing.
Finalizing Your Offer
How to compare due diligence findings against initial assumptions, calculate price adjustments, and submit a defensible final offer.
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