If you’re interested in mortgage note investing, having a clear roadmap can save you from costly mistakes, wasted time, and missed opportunities. The process involves far more than just making an offer — from sourcing deals and evaluating borrowers, to calculating bids, closing properly, and managing your investment after purchase.
Without a system, it’s easy to get overwhelmed or overlook key details. That’s why we created this free Step-by-Step Process for Buying a Mortgage Note — to give you a structured, proven framework you can follow with confidence.
What You’ll Get Inside:
A complete roadmap from deal sourcing to post-closing management
Pre-bid due diligence checks to filter out bad deals quickly
Bid calculation methods for both performing and non-performing notes
Post-bid checks, third-party reports, and legal considerations
Clear closing steps and post-closing actions to protect your investment
Why You Need This Guide:
Whether you’re a new investor looking for direction, or an experienced one refining your process, this guide equips you with the clarity to move forward with confidence. Avoid common pitfalls, streamline your due diligence, and make smarter, more profitable note investments.
