Category Archives: Tips

There are two major decision areas when pricing and charging for a note appraisal referred to you by a financial professional. Continue reading →

Note appraisals, if handled in a professional manner,  can increase your income and prestige in several ways: (1) Note Appraisal fees are substantial for the amount of time it takes to complete the required work; (2) Some appraisals will turn … Continue reading →

I like the Note Appraisal as a marketing tool because it serves several important functions. It gets you in front of note holders in a way that your competition does not; elevates your status; enables you to more easily deliver your message; and you can get paid whether there is a transaction or not. It is my opinion that for you to be successful in the note business today, Continue reading →

You need to remember the three goals of a successful marketing plan which we preach all of the time: Keep, Create and Repeat. Again, please refer back to previous tips for elaboration. We will continue with the topic of Creating … Continue reading →

One of many helpful hints deals with insurance. The Note Owner’s Manual discusses in detail the importance for the note owner to be covered by insurance. This hits a lot of hot buttons. It is amazing how many calls you … Continue reading →

As you funnel notes to funders, you are getting a FREE education by the professionals (and getting paid at the same time). USE it. Keep a file on all of your “live” note transactions as they progress and put a … Continue reading →

Many cash flow practitioners with a little experience under their belt are significantly compacting the time necessary to build real wealth by bringing in partners (“other people’s money”) and investing in mortgage notes, generating very high rates of return, i.e. … Continue reading →

There is a giant market out there rife with people holding cash flows that represent a ton of potential profit for you. But it’s not as if you can simply walk up and down the street and find these people. … Continue reading →

As a matter of fact, let’s talk about documents. We have never paid a nickel to an attorney for a document to do a cash flow transaction– and the reason is what we call “learning and earning”.  When you broker … Continue reading →

A reputable funder will never, ever circumvent you. Sometimes people ask “what documentation do I use for a non-compete” and our reply is that we don’t use one of those from funders. We never see the reason to do that. … Continue reading →