- Marketing for New Note Brokers: What to Say and What to Track
What to say to wary note holders, which channels to test, and why cost per closed deal is the number that matters.
- Note Brokering 101: The Core Concepts and the Math
The core terms and pricing math behind every note deal, shown through one illustrative example from balance to buyer price.
- How to Become a Successful Note Broker: Habits That Close Deals
Starting is easy; closing steadily is not. The working habits that help new note brokers get offers that hold up through closing.
- Legal Considerations for Note Brokers, Stage by Stage
A stage-by-stage look at where legal risk sits in a note brokering deal, with a simple checklist. Confirm details with a local attorney.
- Where Note Brokering Is Heading: Trends for New Brokers
Five lasting trends in note brokering, from online lead sources to partials and compliance, and what each one asks of a new broker.
- Investing in Private Mortgages: A Practical Guide
Lend directly or buy an existing note: how private mortgage investing works, what to check, and how to protect yourself.
- What Actually Drives the Yield on a Note You Buy
The yield on a note comes from the price you pay for its payments. A worked example of the levers that move it, and the risks that work…
- How to Structure a Seller-Financed Note So It Holds Its Value
Structure a seller-financed note as if a stranger will buy it one day. Seven rules that protect its value, plus a quick checklist.
- Where to Learn Note Investing: Five Kinds of Resources
Books, forums, webinars, mentors and a careful first deal each teach something different. Here is what each is good for and where it falls short.