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Phase 1: GET UP AND RUNNING
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In this phase we are going to start by teaching you the Money Mindset, which is the most critical aspect of investing. Next you'll go through the Note Foundations Program, and come away with a solid understand of how to be a note investor. This isn't some high level overview, it's the meat and potatoes of note investing! We'll wrap up with how to get your business set up and ready to run, and then find more deals using Marketing Made Easy. Phase 1 already gives you more than most overpriced seminars and mastermind groups!
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Phase 2: START BUYING NOTES
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Most people who take note training never buy any notes, you will not be one of those people! In phase 2, we'll take you through step by step and have you making offers on notes. We'll start by giving you a list of sellers and teaching you how to Find Note Sellers Now. Then once you have access to investors, you'll use the Fast Filtering Method to determine which notes to make offers on. We'll take you through how to negotiate and price the deal using Nimble Note Pricing, complete your due diligence, then close the deal. At the end of this phase you'll be able to quickly find, filter and close on deals, putting you in the top tier of note investors!
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Phase 3: ADD VALUE TO YOUR ASSETS
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Now you've closed on some notes, it's time to do the work to earn an outsized return. In phase 3, you'll learn how to rehab borrowers and turn non-performing notes into performing ones using Loss Mitigation Magic, and we'll cover my favorite note exit strategies! You'll also learn exactly what you need to do to manage your portfolio efficiently on a day to day basis, and never let anything fall through the cracks. I'll also teach you the secrets of what to do and expect when your note turns into an REO, and how to avoid some of the common pitfalls. By the end of phase 3 you'll not be just someone who is interested in notes or has maybe bought 1, but a competent note operator!
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Phase 4: SCALE YOUR BUSINESS
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Doing a few notes can be easy, but managing a portfolio can be a challenge. In phase 4, you'll learn the Systems and Processes Savvy needed to scale your business. We'll not only cover the tools, tips and tricks you need, but provide you with detailed checklists and tell you exactly what you need to do to scale. Whether it's how to set up and use a CRM, use Standard Operating Prodedures or work with an assistant, you'll be ready to scale your notes business with confidence!
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Phase 5: FUND YOUR GROWTH
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In phase 5, you'll learn how to add rocket fuel to your business. The Creative Financing Toolkit will teach you have to use creative financing methods to get into more deals. Downloadable spreadsheets and templates will make it easy. We'll also teach you the Funding Formula, so you know the right way to use or provide outside money and be a reliable partner.