Private Lending Process - Texas Notes

| 713-347-3262

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Mistakes | Examples

Our Process

Our Process

How We Get Things Done

1 Step

Introduction

Our Marketing, Origination & Underwriting Process
Our Note Selling Process
Our Promises & Your Protections

Next Steps Before
Step 2

View our Private Lending page, and see how you are protected.

2 Step

Review

Private Lending Opportunities
- including legal documents
Transfer & Assignments of Lien Documents
Our Loan Purchase Agreement

Next Steps Before
Step 3

Get familiar & ask questions

3 Step

Commitment

You're in Live Rotation, Act Fast
Select your Note & ask questions
Confirm your investment amount

Next Steps Before
Step 4

Get your Ducks In a Row

1099 or Retirement Account?
Purchasing Info
Auto Deposit Info

4 Step

Purchase

Receive copies of original loan documents
E-sign the Loan Purchase Agreement
Wire or ACH Your funds to Texas Notes
- always call to verify wiring instructions

Next Steps Before
Step 5

Receive Final Recorded Documents

5 Step

Servicing

Your monthly payments are sent by the 15th
Disburse the Rehab Funds, if applicable
Receive updates & never hesitate to ask questions