Free Training

Due Diligence

6 lessons46 min

Master the research and analysis process — from collateral review and title search to property valuation and borrower profiling — before you fund a deal.

Due Diligence is the discipline that separates investors from speculators. The course walks through all four tracks: collateral valuation via BPO or AVM, borrower scrub via PACER and credit reports, title search and chain of title verification, and loan-document audit.

You learn the seven need-to-have fields on any data tape that gate every bid, how to spot a broken chain of title, and the red flags that should kill a deal before you spend due-diligence dollars on it. Tools, templates, and checklists included.

Lessons

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.

7 min 2

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.

8 min 3

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.

8 min 4

Property Value and Condition

Property valuation methods for note investors -- from free AVMs to paid BPOs -- plus how to assess occupancy and condition.

8 min 5

Borrower Research

How to read a credit report, analyze the senior lien trade line, research bankruptcy on PACER, and extract intelligence for pricing.

8 min 6

Finalizing Your Offer

How to compare due diligence findings against initial assumptions, calculate price adjustments, and submit a defensible final offer.

7 min

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