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Transactional Funding Roadmap

8.1k members • Free

Real Estate Freedom Roadmap

2.1k members • Free

Transactional Funding Hub

401 members • Free

160 contributions to Transactional Funding Hub
👋 New Member Intro 
👋 Hello All! Name: Catrina Jackson-Lewis Location: California How long have you been involved in real estate or funding (or planning to be)? 🤔 20 years learning (analysis paralysis) … smh🙄 🐊 1.5 year as a new Gator One thing you’re excited to learn or improve: I'm happy to connect & learn with you all in the community. I'm excited to build a solid transactional lending business, execute and become consistent at it, so I can close my first deal. I'm ready to have my own proof of concept. Favorite non-work hobby: 🍿Laughing, watching funny movies 🌳Nature walks 🎸Learning to play the acoustic guitar Fun one: Early bird 🌅 or night owl 🌙? ☀️Early bird- I love to see the morning sunrise, hear the birds chirping and wake with gratitude. Each day is brand new and filled with possibility. 🙏🏾✨️
2 likes • 1d
Welcome!!
Morby Method Video
We did a call the other day so I clipped it to avoid members faces being included and posted it on YouTube for easy reference. You can use this if it can help. https://www.youtube.com/watch?v=DraFEkIqpTU
2 likes • 1d
Appreciate this resource
Calendar Topics VOTE BELOW 👇
Thank you all for voting on what days work best for your calendars. We are going to use a mix of the following starting next week ... Tues 6 PM, Thur 2 PM and Sat 9 AM all in MT. 💥 DONE 😁 Now lets talk about what we want to do with each week. I'm expecting to do two calls a week at least, depending on demand and attendance. If we low attendance, I'll do fewer meetings so we can get more people engaging together on each call. Here are the potential calls: - Masterclass = rotating series of each of our funding types so we hit each one once a month - New Member = onboarding call to talk about the community, classroom design and material, and time for Q&A - Guest Speaker = bring in people to talk about things they do particularly well such as social media, outreach, AI, and other topics you comment on below - Hot Seat = when we have members on the call respond to questions on deals or pitch - Recent Deal = review of a recent live deal, looking at files, etc in our system (not recorded) We will also have Premium member calls at least twice a month! ✅ Vote on the one you want the most AND comment below with 2️⃣ others ... two!
Poll
14 members have voted
1 like • 1d
@Paul Brown I am not an expert but here to support with social media too!
4 likes • 1d
I am learning so much with you and Justin, thank you for this opportunity. As I step into deals though I would love to see paperwork examples and how they relate to each deal, work on my boundaries with clients, and have a space to talk about actual deals as I learn. So my vote is for recent deals! Thank you.
DSCR
This person reached out and is wondering if I can help with a DSCR loan. I know that could possibly be referred out...but the "foreign national" made me wonder if it is possible. She confirmed LLC is based in US and property is in OH. Here's the initial info. Would love thoughts and what to look for things like this. "Small balance for us is typically between $60k–$100k loan amount. Foreign national, LLC borrower, DSCR based. Would you consider this range?"
1 like • 2d
@Paul Brown ok great I will do that.
Echo vs Stack
I emailed this to you Paul, but I thought it could be helpful for all in here. Had a quick question for you on the Echo v. The Stack. I know the basic difference is the echo the proceeds come directly from the seller and the stack the money is brought in. I have two questions: 1. What is the key determining factor in why would an investor use the Echo instead of the Stack and vice versa? 2. Specifically on the stack I have the following scenario: A. Client has a home worth $220,000, which is also the purchase price. B. He owes $178,000 C. Lender is only willing to lend the client $125,000, BUT the lender is open to 100 CLTV. Question: In this scenario, is it "possible" to run the stack play if the seller holds a $95,000 note (the difference between the purchase price and loan amount, plus closing costs), on this particular scenario? Please advise on this.
2 likes • 3d
@Paul Brown so helpful I need to hear thia 50 more times. 😂
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Meredith Ries
6
1,349points to level up
@meredith-ries-6140
Therapist turned investor action-taker. Mindset, resilience, and real connections. Learning, growing, and hunting down my first deal.

Active 1d ago
Joined Nov 10, 2025
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