If you are in note investing, your week fills up fast. Seller calls. Servicer emails. Deal reviews. Due diligence checklists. Investor updates. Marketing for sellers. Repeat. None of it is overly complicated; however, all of it is time-sensitive. Most of it is repeatable. That is where streamlining matters. Here are a couple of tools that might help you get some of that … [Read more...] about Streamline Your Note Business: Five Tools That Give Your Time Back
Note Buyers
Working with Estate and Probate Notes
We’ve had a string of inherited estate notes recently, and they’ve reminded me just how much opportunity there is in this niche — if you’re willing to take the time to understand it. None of these came without a few bumps, but each one turned into a win for the seller and a solid investment for us. And yet, I still talk to note investors who’ve never considered going after … [Read more...] about Working with Estate and Probate Notes
Your Note Deal Just Closed: 7 Steps Smart Investors Take Next
You've done it. You found a deal, ran the numbers, closed the purchase, and officially own a real estate note. First, congratulations! Once you've celebrated the win, it's time to sit back and let the cash flow roll in, right? Not quite. Closing the deal is a milestone—but it's not the finish line. Now comes the part that keeps your investment safe, compliant, and … [Read more...] about Your Note Deal Just Closed: 7 Steps Smart Investors Take Next
5 Ways to Use AI to Market Your Note Buying Business
If you’re buying, flipping, or investing in notes, you already know how important it is to find good deals. If I learned anything in my 30+ years in this business, it is that nothing is more important than getting the phone to ring. Without the phone ringing, everything else is irrelevant (having money to invest, connections, or being great at the calculator). That’s … [Read more...] about 5 Ways to Use AI to Market Your Note Buying Business
What California AB 130 Means for Second Lien Note Investors
If you invest in second-position notes or any subordinate liens in California—this new law is a must-know. California Assembly Bill 130, signed June 30, 2025, adds strict new requirements to non-judicial foreclosures on junior liens such as: This law isn't just about lender oversight—it has direct consequences for note investors buying in the secondary market. Before … [Read more...] about What California AB 130 Means for Second Lien Note Investors
