9d (edited) • General
Entry Level 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
- 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.
Happy Holidays
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7 comments
Entry Level Matchmaker
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