Module 3

Finding Notes & Marketing

Where notes come from and how to reach the people who hold them: letters, referrals, lenders and the web.

18 lessons

  1. 01

    12 Questions to Ask Before You Rent a Mailing List of Note Holders

    The questions that separate a real list of note holders from a costly dud, and why direct mail may not be worth it.

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  2. 02

    21 Free Google Tools for Real Estate and Note Investors

    A quick tour of 21 Google tools that handle paperwork, organization, websites, ads and analytics for a note business.

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  3. 03

    3 Ways to Use Tech to Improve Efficiency in Your Real Estate Business

    How segmented email, automated text messages and due diligence software can save a note or real estate investor hours.

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  4. 04

    5 Must-Haves for Your Investing Website

    Five things your real estate or note investing website needs to win partners, find deals and keep visitors reading.

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  5. 05

    Buying Notes from Lenders in Distress

    How to spot lenders who need to sell troubled notes at a discount, and how to find them and the debt behind a property.

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  6. 06

    Creating Dealflow

    Three simple things to say to everyone you meet that turn ordinary conversations into note referrals.

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  7. 07

    Features Tell, Benefits Sell

    Why you should talk benefits, not features, when you ask people to sell you their mortgage note, with a classic list to copy.

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  8. 08

    Find Notes by Doing Note Appraisals

    Why offering note appraisals keeps your name with note holders who aren't ready to sell, and wins referrals from financial professionals.

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  9. 09

    Finding Notes Through Mortgage Brokers

    How to approach mortgage brokers, who handles the loan paperwork, and why you should own the option on future payments.

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  10. 10

    How to Find Notes and Earn Referral Fees

    A ready-made handout, note information form and referral agreement for recruiting note finders who bring you deals.

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  11. 11

    Low-Cost Ways to Let People Know You Buy Notes

    Penny-a-piece mail stickers, "I have money" slips, association contacts and one sentence that brought in a quarter of one broker's business.

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  12. 12

    Sample Letters to Attorneys to Find Notes

    Two short letters that ask attorneys to send you clients who want to sell a mortgage, plus where to find attorneys to mail.

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  13. 13

    Sample Letters to Realtors

    Two ready-to-use letters for real estate agents and managing brokers that explain how buying seller-financed notes helps them close.

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  14. 14

    Sample Realtor Brochure

    A ready-to-use brochure for real estate agents that explains how buying the seller's carryback note gives sellers an all-cash sale.

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  15. 15

    Sometimes the Best Deals Just Fall in Your Lap

    A real condo deal where buying a small second mortgage and modifying it after closing saved the sale and paid back fast.

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  16. 16

    Use Seminars to Market Your Note Brokerage

    How free seminars put you in front of note sellers and investors as the expert, and the seven ingredients they need to work.

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  17. 17

    Using Email to Stay in Front of Note Holders

    How a targeted, personalized email program keeps your name in front of note holders until they're ready to sell.

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  18. 18

    Your Marketing Toolbox for Finding Notes

    Dozens of practical marketing tips for note brokers: repetition, referrals, copy that sells and where to place your ads.

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