We’ve added a short intake form to capture buy boxes from inside the community. This form is the first step in connecting new investors with relevant opportunities as they come in. It helps us understand what you review and prepares the ground for future conversations. If you're already a member of the Accelerator, your buy box has already been recorded, so there's no action needed. Takes about two minutes to set your criteria. ✅ Set your buy box here.

I will make an announcement post tomorrow, but just wanted to give you a chance to lock-in the grandfathered rates today at https://www.skool.com/notes/plans before the price goes up! I'm booking 1:1 calls with everyone who joins at $197/m (this is a one-time 30-min consulting call, NOT a weekly call - you will get weekly Thursday group calls with Bill & biweekly with both of us). Send me a DM after you join and I will give you the link to book our private call together

New to Notes? → Learn Note Investing in <55 minutes This fast track explains how investors buy debt for pennies and turn it into cash flow. ➡️ Start the Free Mini-Course Ready for deal flow? → Learn how to get Certified Check out the Accelerator curriculum above & book a call to learn how we can help. ➡️ Book a Strategy Session

Finding and buying a mortgage note without making a mistake requires following a strict “Waterfall Evaluation” process. This ensures you don’t spend money on due diligence for assets that are worthless or don’t fit your criteria. Here is the specific step-by-step process to find, analyze, and close a note deal: ✅ Phase 1: Preparation Before you look for a deal, you must be set up to buy one. 1️⃣ Establish Your Entity: Do not buy notes in your personal name; your name will appear in public records, exposing you to liability and borrower harassment. Set up an LLC to protect yourself. 2️⃣ Secure Proof of Funds: Have liquid capital (or a partner’s capital) ready. Sellers will often require a Proof of Funds (POF) before sharing detailed data. 3️⃣ Select a Servicer: You cannot collect mortgage payments yourself legally without specific licenses. You must have a contract with a licensed third-party loan servicer (e.g., Madison, Allied, FCI, LHFS) ready to take the loan once you buy it. ✅ Phase 2: Sourcing (Finding the Note) You can find notes through four primary channels: *️⃣ Online Exchanges: Platforms like Paperstac or NotesDirect are good for beginners to see inventory, though pricing is often higher (retail). *️⃣ Direct Outreach (The “Matchmaker” Approach): You can target local banks and credit unions by reviewing FDIC data for “non-accrual” loans (bad debt). You then contact them via LinkedIn or phone to offer to buy their charged-off portfolio. *️⃣ Reverse Inquiries: Search county records for Lis Pendens (foreclosure filings). Contact the attorney or lender listed to see if they would rather sell the note to you than finish the foreclosure. *️⃣ The FIXnotes Trade Desk: Apply for access to millions in small balance notes (final prices between $800 - $10,000) by clicking here.