Pretty excited guys I’m about to close my first deal as a matchmaker!

Hey guys I'm just starting out as an entry level introduction (2%) matchmaker. I'm leveraging an escrow/title attorney that I've sourced high cap rate assets to in the past. He regularly sees newly created notes, seller-finance deals, carryback seconds, wrap notes, and sub-creative transactions. I'm thinking of utilizing a seller intake form that can be filled in < 2 minutes when a client asks. - “What can I do with this note?” - “Can someone buy my 1st or 2nd?” - “Can I monetize this position?” - “Do you know anyone who buys unusual paper?” This is a rough draft of a Seller Intake Form Basic Contact Info - Name - Email - Phone - Company (optional) Asset Type - ☐ 1st Mortgage - ☐ 2nd Mortgage - ☐ CFD / Land Contract - ☐ Seller-Financed Note - ☐ Partial Sale - ☐ non-performing - ☐ Re-performing - ☐ Performing - ☐ Portfolio (Multiple Assets) Collateral Property State: UPB (Unpaid Principal Balance): P&I Payment: Interest Rate: Loan Start Date / Seasoning: Current Status: - ☐ Current - ☐ Behind - ☐ Charge off - ☐ In Foreclosure - ☐ BK Active Asking Price or Expected Yield Do you have a recent title or O&E? (Y/N) Do you have a recent pay history? (Y/N) Reason for Selling? (open field) I'd appreciate any feedback or constructive criticism. Thanks to @Shaun Hunt for the direction and feedback. Happy Holidays

Hi Everyone, My name is Noah, and I am new to the group, but not new to note investing. I have a few notes in Ohio and Michigan and am looking to grow my portfolio. I look forward to connecting with all of you and growing our businesses together!

Here are some of mine: Pablo Picasso - "Action is the foundational key to all success" Tony Dungy - “Integrity, the choice between what’s convenient and what’s right. Integrity is what you do when no one is watching; it’s doing the right thing all the time, even when it may work to your disadvantage.” “It's about the journey--mine and yours--and the lives we can touch, the legacy we can leave, and the world we can change for the better.” “Things will go wrong at times. You can always control your attitude, approach, and response. Your options are to complain or to look ahead and figure out how to make the situation better” J.C. Watts – “Character is doing the right thing when nobody's looking. There are too many people who think that the only thing that's right is to get by, and the only thing that's wrong is to get caught.”

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