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Mortgage Note Advising

Available Online


  • 1,250 US dollars

Service Description

Our Mortgage Note Advising service is designed to assist you every step of the way, from identifying suitable notes to completing the transaction. How It Works: 1. Consultation: We begin with an initial consultation to understand your investment goals, risk tolerance, and budget constraints. Based on this information, we determine your desired price range and investment criteria. 2. Note Identification: Leveraging our extensive network and expertise in the real estate industry, we diligently search for mortgage notes that meet your specific requirements. We sift through various options to present you with a curated list of potential investments. 3. Due Diligence: Once we've identified promising mortgage notes, we conduct thorough due diligence on your behalf. This includes analyzing the underlying property, assessing the borrower's creditworthiness, and evaluating the terms of the note. Our aim is to provide you with comprehensive insights to aid your decision-making process. 4. Documentation and Information: After completing the due diligence process, we provide you with all necessary documentation and further information regarding your duties and responsibilities as an investor. This ensures transparency and clarity regarding the investment opportunity. 5. Offer Submission and Negotiation: Upon your decision to proceed with a particular mortgage note, we assist you in submitting an offer to the seller. We leverage our negotiation skills and industry knowledge to advocate for your interests and secure favorable terms. We work closely with you throughout the negotiation process, keeping you informed at every stage. 6. Completion: Finally, we guide you through the closing process until the transaction is successfully completed. We assist with any remaining paperwork and facilitate communication between all parties involved to ensure a seamless and efficient closing. ***Disclaimer: Please note that booking our mortgage note advising service does not guarantee or imply that the client will be able to acquire a mortgage note. Our advising service is designed to provide guidance and support in navigating the mortgage note acquisition process, but the final decision and success of acquiring a note depend on various factors beyond our control, including market conditions, lender requirements, and individual financial circumstances. This service necessitates the signing and dating of legally binding documents. Service takes an average of 3-6 weeks.

Upcoming Sessions

Booking Policy

Please read the following booking policy carefully to ensure a smooth and productive engagement: 1. Booking Process: To avail of our mortgage note advising service, clients must complete the booking form available on our website or through our designated channels. Upon submission, clients will receive a confirmation of their booking along with further instructions on how to proceed. Cancellations must be done 14 days before session starts. 2. Payment: A payment is required to secure your booking. The exact amount will be specified upon registration. Full payment must be made prior to the commencement of the advising service unless otherwise agreed upon. 3. Advising Duties: Clients are expected to actively engage in the mortgage note advising process, providing necessary documentation and information as requested by the advisor. Clients should be responsive to communication from the advisor and promptly address any queries or concerns that may arise during the advising period. 4. Failure to Keep Up: In the event that a client fails to fulfill their obligations as outlined in the advising service, including non-responsiveness, failure to provide requested documentation, or lack of cooperation, the advising service may be terminated at the discretion of the advisor. Clients dropped from the advising service due to failure to keep up with their duties will be charged a fee of $250.00. 5. Refunds: Clients dropped from the advising service due to failure to meet their obligations are eligible for a refund minus cancelation fee. Requests for refunds due to extenuating circumstances will be considered on a case-by-case basis at the discretion of the management. 6. Program Modifications: The advising service and its schedule may be subject to changes at the discretion of the advisor or management. Clients will be notified of any modifications in a timely manner. 7. Confidentiality: Clients are expected to maintain the confidentiality of any sensitive information shared during the advising service. Sharing of advising materials or discussions outside of the advising service is strictly prohibited without prior consent. Signing of several legal documents required. 8. Code of Conduct: Clients are required to conduct themselves in a professional and respectful manner throughout the advising process. Any behavior deemed inappropriate or disruptive by the advisor or management may result in immediate termination from the advising service without refund.

Contact Details

  • +1 (682) 297-5011

  • +1 (682) 297-5011

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