• Skip to main content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer
NoteInvestor.com Logo with House next to words

Note Investor

How to buy, sell, broker or invest in private mortgage notes for cash flow!

Your Trusted Source For
Note Investing Information!

  • Home
  • About
  • Articles
    • Notes 101
    • Note Brokers
    • Note Buyers
    • Real Deals
    • Seller’s Corner
    • Cash Flow Business
  • Learn
    • Sell Your Mortgage Note
    • Note Broker Training
    • How To Buy Notes
    • Note Buyers Directory
    • Creating Notes With Seller Financing
    • Note Investing 101 Series Videos
    • Note Industry Conventions
  • Bookstore
  • Contact
  • Sell Your Note

New To The Cash Flow Business and Wondering About Funding Sources

September 23, 2014 by Tracy Z Leave a Comment

cash flow business funding questionA beginner in the cash flow business asks our opinion on working with multiple funding sources versus a single investor.

Hi, I recently purchased training materials from Charter Financial. What is your perspective on funding all of my deals through a single source like Charter, vs. working with multiple funding sources?

I am brand new to the cash flow business, work a full time job, and am just taking “baby steps” trying to educate myself. I’ve got Charter’s materials, but would love a perspective other than theirs.

Thanks,
New Note Broker

Welcome to the note business!

It doesn’t hurt to get additional quotes on transactions and then you can decide what is the best offer for your transaction.

I find there can be large variances from different note buyers depending on their investing parameters and preferences. There is rarely one investor that is the best for every deal – my life would be much easier if that were true. 🙂

In our Finding Cash Flow Notes Training class we encourage getting 3 quotes from investors that have been identified as potentially good fits in the Note Buyers Directory.  This way you avoid the shotgun approach of sending it to every note buyer on your Rolodex (something investors understandably hate)… yet you still confirm you are staying competitive with a strong offer for the seller.

Here are a couple of past articles you mind find helpful on working with investors:

  1. Get Reliable Pricing When Selling A Mortgage Note
  2. Obtain Pricing On Notes In 3 Easy Steps
  3. Find The Right Note Buyer

Of course there can be advantages to working with a master broker or training company until you feel comfortable handling deals on your own. Just know that if you:

  • get direct with the seller
  • complete the worksheet, and
  • get copies of the main documents…

Then most funding sources will pay attention and gladly help you fill in the missing pieces.  That reminds me of another helpful article we wrote on the 5 Rules of Working With Note Buyers.

Thanks for visiting us at NoteInvestor.com and we wish you much success starting your cash flow business!

All the best,
Tracy Z

Filed Under: Cash Flow Business

About Tracy Z

Tracy combines her knowledge of real estate notes with the power of marketing online to help grow your business! She can be reached at Tracy@NoteInvestor.com or by calling 1-888-999-7905.

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

Learn Real Estate Notes

Click the reports below to download your FREE copy of 5 Ways to Cash in on Notes AND a BONUS!
Diversified Investment Services Inc BBB Business Review

Search This Site

More to See

Investing Notes Risk

21 Tips To Read Before You Get Started Investing in Notes

Selling Mortgage Notes? Find the Right Note Buyer!

Learn Note Business

Learn the Note Business in 60 Seconds?

Cash Flow Notes Business Truth

5 Myths About the Cash Flow Notes Business

Most Read Note Buying Info

How To Buy Mortgage Notes
Creating Notes With Seller Financing
Note Broker Training
Get Direct With Note Buyers Directory
How Can I Find Cash Flow Notes?
Buying and Selling Notes For Residual Income
How Dodd Frank Mortgage Laws Apply to Seller Financing
How To Calculate Cash Flow Notes
Note Investing 101 Series Videos
Best of Notes 2024

Connect With Us

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

Footer

Places to Visit

  • Creating Notes
  • How To Buy Notes
  • Note Broker Training
  • Note Buyers Directory
  • Sell Your Note
  • Bookstore

We Are Here to Help

Photo of Fred Rewey and Tracy Z of NoteInvestor.com
Fred Rewey & Tracy Z NoteInvestor.com

Receive the Note Investor Newsletter

COPYRIGHT © 2008-2025 NOTE INVESTOR | PRIVACY POLICY | CONTACT US
This website is for informational purposes. This is not an offer to sell or purchase any security. Nothing is intended as legal, financial or investment advice. Any historical data represents past performance and does not guarantee future results. NoteInvestor.com is owned by Diversified Investment Services, Inc.