Myths of Note Brokering & Buying Direct from the Bank

Описание: In this episode, the hosts dive deep into the evolving world of note investing, discussing the shift toward wrap notes, hard money, and the increased presence of note brokers. With their guest Nate Hair out due to a family emergency, they pivot to a crucial discussion on how to broker notes the right way, including what not to do—like blasting borrower data or skipping due diligence.

They emphasize the importance of adding value when brokering, building relationships, understanding the asset, and why NDAs and spreadsheets matter. Common pitfalls like "joker brokering" and sending out unvetted bulk lists are discussed, along with how to vet real buyers and sellers.

Later in the episode, they tackle the myth of buying notes directly from banks, explaining why this rarely works for individual investors. Instead, they advocate for smarter strategies like direct mail and partial note buying for beginners with limited capital. Finally, they tease upcoming episodes, including hypothecations and trust structures, and encourage participation in the upcoming Diversified Mortgage Expo (DME).

✅Links
Website: https://www.jkpholdings.com
Sell Your Note: https://jkpholdings.com/sell-my-mortg...
Note Investors: https://jkpholdings.com/note-investing
Podcast: https://jkpholdings.com/podcast/​​​
Note Education: Https://www.jkpholdings.com/note-inve...

00:00 - Show Intro and Guest Update
01:06 - Wrap Notes and Hard Money Trends
02:27 - Big Changes Coming in Note Space
03:41 - Why Networking Still Matters
05:01 - Diversified Mortgage Expo Details
06:13 - The Right Way to Network
07:02 - Note Brokers: Do’s and Don'ts
08:33 - What Makes a Good Note Broker
10:16 - Sensitive Borrower Data Warning
12:16 - Vetting Buyers and Avoiding Mistakes
14:08 - How to Add Broker Value
15:06 - Real Broker Success Stories
16:49 - Key Data to Share as a Broker
18:54 - Buying Notes from Banks Explained
21:08 - Why Banks Sell and When
23:00 - Skip the Bank, Try Direct Mail
25:14 - Note Partials for New Investors
28:03 - What Info Note Buyers Want
31:02 - PDFs vs. Spreadsheets Debate
35:03 - What Really Matters in a Note
38:02 - Must-Have Note Deal Details
42:04 - Final Thoughts and Upcoming Shows

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