Professional Guidance for Real Estate Note Holders
We help note holders understand their options, prepare their note information, and connect with qualified buyers who may be interested in purchasing their real estate note.
Whether you are considering selling a note or simply want to learn more about the process, we can help you take the next step with confidence.
How We Help
Note Evaluation Preparation
Every note is unique. We help gather and organize the information needed to accurately represent your note, including property details, payment history, and supporting documentation.
Having complete and accurate information allows potential buyers to properly evaluate the opportunity.
Buyer Connections
Once the necessary information has been collected, we present your note details to qualified buyers who may be interested in reviewing the opportunity.
Our goal is to help connect note holders with potential purchasers while making the process as organized and straightforward as possible.
Communication & Process Support
Selling a note involves multiple steps and parties. We help facilitate communication throughout the process and assist in coordinating with buyers and appropriate closing professionals.
Types of Notes We Assist With
Financing Structure
- Seller-Financed Mortgage Notes — A note created when the property seller finances the buyer’s purchase instead of the buyer obtaining traditional financing from a bank or mortgage lender. The seller receives payments directly from the buyer according to the terms of the note.
Property / Security
- Residential Notes — Notes secured by residential property, such as single-family homes, condominiums, townhouses, and other residential properties.
- Deeds of Trust — A legal instrument used in many states to secure a real estate loan with the property.
Payment Status / Transaction
- Performing Notes — Notes where the borrower is making payments according to the agreed-upon terms and the account is generally current.
- Non-Performing Notes — Notes where the borrower has stopped making payments or is significantly behind on the agreed-upon payment schedule.
- Partial Note Sales — A transaction in which the note holder sells only a portion of the future payments rather than selling the entire note.
Not sure what type of note you have? That’s okay. We’ll help you identify your note and explain your options.
Our Process
1. Initial Consultation
We learn about your situation, answer your questions, and discuss your goals.
2. Information Collection
We gather the details and documentation needed to accurately prepare your note for buyer review.
3. Buyer Review
Your note information is presented to potential buyers for evaluation.
4. Offer Review
If interest is received, you can review any offers and decide how you would like to proceed.
5. Closing Support
If you choose to move forward, we help facilitate communication through the closing process.
Have Questions About Your Note?
Many note holders are unsure whether their note can be sold or what options are available.
If you’re not sure where to begin, we’re happy to answer your questions and help you understand your options.
Contact us today for a confidential, no-obligation conversation.