$20k+ Matchmaker Deal Funded! · Real Estate Note Investors

$20k+ Matchmaker Deal Funded!

Last week I closed a matchmaker deal that earned me $21,700 - here’s how I did it:

First, I built a relationship with the seller. I do more than just connect them with buyers. I try to add value wherever I can:

analyze their non-performing note acquisitions
monitor their performing loans
create charts & forecasts on their portfolio
manage their loan servicers & other vendors
other stuff to help them make money

They also know that I’m part of the Mortgage Note Mastermind so they know that I have trusted buyers to sell their loans to - so they hired me to manage their trade desk (I’m their exclusive loan sale partner).

So when they had a portfolio for me to help them sell last month I put out the trade to our community of note buyers. I got bids from 22 investors and after showing my seller all the results they agreed to award the 16 buyers with top offers.

I assisted with the due diligence process: answering questions, locating missing docs, organizing all the files, etc.

I prepared and sent the Loan Sale Agreements to all parties and used e-signature to make it easy for everyone to execute the contracts.

Once the deals are done, I also prepare the transfer docs (assignments & allonges) and facilitate the servicing transfer - I make it easy for everyone to follow instructions and get the deal done.

Last week, the first deal funded for $310k. I’ll send my invoice to the seller for $21,700 (7%) at the end of the month (along with all of the closed deals I facilitate this month).

These same simple steps have earned me millions of dollars over the years and will make me almost $100k in sales fees this month. And even better - this buyer is picking up over $600k of notes with tons of equity coverage (they’re going to make WAY more than the $21.7k I’m taking home).

Let me know if you have any questions!

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