Episoder
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In this week’s podcast, I was joined by Sohail Badruddin, owner of Provident Loan Servicing and an RMLO in Texas. Sohail shares insights from his extensive experience in the mortgage industry and discusses his vision for Provident Loan Servicing. He delves into the challenges and risks of mortgage lending, such as prepayment penalties, balloon provisions, and borrower bankruptcies. Additionally, Sohail covers key aspects of loan servicing and origination, emphasizing the importance of proper borrower qualification and strict adherence to timelines.
Learn more about Provident Loan Servicing here: https://www.providentls.com/
Want to create your own seller-financed notes?
MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/
Are you Ready to work with Dan to learn how to invest in notes yourself?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com
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In this podcast, Ben Fredricks joined to discuss the note events industry, and he also shared his background in mortgage and his involvement in the note space. We explored the potential of note investing as a new opportunity for a younger generation and shared some of our experiences in the real estate business, particularly in the non-performing note sector. The conversation concluded with an invitation to an upcoming event in Scottsdale, Arizona, where they will be meeting and discussing various topics related to the real estate business.
To sign up for the NoteWorthy Investor Summit in Scottsdale Feb 28 - Mar 1, go here: https://noteworthyusa.com/noteworthy-investor-summit-2025/. Use the coupon code FUSION100 to save $100 on the ticket.
Want to create your own seller-financed notes?
MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/
Are you Ready to work with Dan to learn how to invest in notes yourself?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com
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Dan, Tracy, and Fred discussed the creation and benefits of seller finance notes, emphasizing the importance of creating valuable notes for both holding and potential resale. They also discussed the size and growth of the owner finance market, the increasing trend of seller financing due to tightening traditional loan markets, and strategies for note creation and selling. The conversation ended with a discussion on the importance of compliance with regulations, the potential of using an MLO and a servicing agent, and the increasing popularity of seller finance.
To see the slides from this webinar, you can watch on the YouTube channel HERE.
Get Fred and Tracy's course on how to create seller-financed notes HERE
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Michael came on the podcast to discuss his real estate investment strategy, which involves buying properties virtually and selling them to individuals with poor credit through seller financing. Michael has successfully completed over 65 transactions and currently has 53 assets. Michael also shared how he raises private funds, having raised over 3.5 million in the last 3 and a half years.
Want to create your own seller-financed notes?
MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/
Are you Ready to work with Dan to learn how to invest in notes yourself?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com
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Dan and Nic discussed their experiences in the note space, the potential of technology solutions in the real estate industry, and the current state of the US economy. They also explored the challenges and opportunities in the commercial market, particularly focusing on retail and office spaces, and the potential of alternative investments. Lastly, they shared their investment strategies, emphasizing the importance of stable returns and avoiding stock market volatility.
Connect with Nic DeAngelo: https://saintinvestment.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Dan and ForrestJinks, CEO of Altus Equity, discussed their experiences in the real estate industry, with a focus on distressed assets and the current state of the market. They also discussed the challenges of buying and selling individual non-performing loans, particularly in the context of private equity-backed debt funds.
Learn more about Altus Equity: https://www.altusequity.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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In this episode Dan discusses the recent CFPB announcement regarding land contracts, and explains some of the rules of road you need to follow when originating consumer loans.
Link to the CFPB announcement: https://www.consumerfinance.gov/about-us/newsroom/cfpb-takes-action-to-stop-contract-for-deed-investors-from-setting-borrowers-up-to-fail/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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In this webinar, Dan Deppen and Justin Bogard discuss seller finance and the best practices for creating seller finance paper. They cover topics such as the value of a note, underwriting the buyer, collateral type, buyer's equity, and the terms of the loan. They also discuss the importance of using an RMLO (residential mortgage loan originator) to ensure compliance with Dodd-Frank and CFPB rules. The conversation emphasizes the trade-off between risk and reward in seller financing and the importance of attracting the right buyers through effective advertising. In this conversation, Dan Deppen discusses the importance of pay history and credit when buying and selling notes. He explains that pay history is crucial in determining the reliability of the borrower, especially for newly originated loans. Credit becomes less important when there is a good track record of payments. Poor credit can be overcome if there is a strong payment history. Dan also emphasizes the need for proper documentation and the benefits of using a loan servicer. He concludes by discussing the concept of selling partials and the potential tax advantages of creating and selling notes.
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Jay Conner joined the podcast to discuss his strategies for raising private money for real estate, which he has been employing since 2009. Jay's approach is similar to mine in that he educates people on how his deals work, and then money tends to find him. He also explored the benefits of self-directed retirement accounts and discussed his approach to managing private lender investments in real estate. Lastly, Jay introduced a new free 7-day private money challenge, 'Raising Private Money with Jay Connor,' to further educate and share experiences in raising private money.
You can sign up for the 7 day private money challenge here: https://privatemoneychallenge.com/
Also, check out Jay's YouTube channel and podcast on private money.Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Bill discussed his experiences and strategies in the buying and selling notes, with a focus on residential seconds and the considerations involved in foreclosure sales. He also explored the complexities of managing different levels of client portfolios, the risks and strategies of second mortgage lending, and the importance of due diligence, education, and communication in the note investing business. Lastly, he shared their concerns about the industry, Bill's recent return to podcasting, and the need for integrity and communication in the business.
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Edward Brown joined to discuss his experiences and strategies in real estate investing, with a focus on mortgage notes and bridge loans. We also explored the challenges and costs associated with lending money, including the need for due diligence, the importance of clear communication with borrowers, and the potential for legal battles and foreclosures. Lastly, he shared his business models, the importance of diversification, and the potential for managing funds,.
Connect with Edward at Pacific Private Money: https://www.pacificprivatemoney.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Fred Moskowitz joins the podcast again to discuss the ongoing changes in the note investing marketplace and the broader real estate market. He went deep on the importance of building and maintaining relationships and the shift in note-buying patterns from some investors. We also discussed different CRM systems, strategies for partials, and the potential for the higher interest rate environment to create more opportunities.
You can connect with Fred at https://www.fredmoskowitz.com/.
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Dan and John discussed the role and terms of hard money loans in real estate investment, with John emphasizing the potential benefits and risks, and the importance of understanding the borrower's details. They also explored the licensing requirements for originating these loans in various states, and the potential rewards and risks of purchasing existing owner-occupied notes. Lastly, John shared his expertise and experience in commercial and private money lending, and his goal of helping others start their own funds through a mentorship program.
Connect with John:
JOHN's YOUTUBE CHANNEL: https://www.youtube.com/channel/UCngHik5C9GADJXcyTeO6kkg
INVESTING IN PRIVATE MONEY NOTES: https://www.neufinance.com/investors
LEARN HOW TO BROKER PRIVATE MONEY NOTES: https://course.neufinance.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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In this episode we discussed Jay's background and experience in the real estate business, with a focus on his strategies for acquiring and managing loans, and his approach to assessing loan applicants. We also shared our experiences during the Covid-19 pandemic's impact on our loan portfolios, our portfolio strategy, and the importance of risk management and transparency in business operations. Additionally, we discussed unique situations where they helped family members and other individuals, and the potential for fraud and the responsibility to prevent it.
Connect with Jay: https://cassidyinvestments.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Signup for the free workshop on Buying Notes in 2024: https://us06web.zoom.us/webinar/register/WN_icJlapkYQ_CkU8FBJREeJw
Note Accelerator small group coaching program: https://www.fusionnotes.com/livetraining
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Axel Meierhoefer was a former Air Force officer turned real estate enthusiast. His journey, from military service to executive roles, took a pivotal turn during the 2009 Great Recession, leading him to discover the potential of real estate investing. Inspired by his success, Axel mentors clients through his IdealWealthGrower™ strategy and offers practical insights and success strategies with the Ideal Investor Show to help listeners reach incredible possibilities that a portfolio of assets and passive income can bring to you and your family.
Dan and Axel discussed Axel's diverse background, including his experience in the Air Force, software company, and real estate investing. They also delved into the intricacies of real estate investment, the importance of understanding the market, and the concept of outsourcing property management. Lastly, Axel shared his company's real estate investment strategy, the process of finding reliable turnkey service providers, and his approach to building a successful property portfolio.
Connect with Axel and subscribe to his Ideal Investor Show here: https://idealinvestorshow.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Martin is a full time employee at Amazon in Seattle, an agent, and an active real estate investor. Dan and Martin discussed their experiences and strategies in real estate investing and house hacking, including the potential benefits and challenges of these approaches. They also shared their approaches to time management and outsourcing tasks to increase efficiency in pursuing personal interests and projects. Lastly, Marty introduced various personal development resources he finds beneficial, and encouraged everyone to pursue their passions and build a successful career.
You can connect with Martin here at House Hack Seattle: https://househackseattle.com/agent/martin-krimmel
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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In this episode, Dan Deppen discusses his recent busy weeks and then dives into the topic of loan hypothecations. He explains that a hypothecation is when a loan is collateralized by another loan, and he shares how he sets up hypothecated loans and the advantages for the operator. He also discusses the risks involved and provides tips for finding suitable loans for hypothecations. Dan emphasizes the importance of communication with investors and staying on top of bookkeeping.
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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In this episode Dan provides a recap and lessons learned from the Diversified Mortgage Expo (DME). Topics covered include new note investing models, seller finance, buying notes in NY, and much more.
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.
Connect with Brett: https://capitalgainstaxsolutions.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
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