Sell Mortgage Notes in 7 Easy Steps

If you sold property using seller financing chances aredocuments including a payment history, insurance
you've wondered about selling the real estate note.policy, and existing title report.
Maybe you're tired of receiving monthly payments,Step #5 - Appraisal
have a better use for cash today, or are just curiousThe note investor will order an evaluation of the
what the note is worth.current property value. This usually takes the form of
Here's how to sell a mortgage note, trust deed, or landa Broker's Price Opinion (BPO) or drive-by appraisal.
contract in 7 easy steps.The investor wants to be sure the property value is
Step #1 - Request Quotestill equal to or greater than the sales price. If the value
Just complete a short informational worksheet tocomes in low, the note investor may present a revised
receive a free no obligation quote. This can beoffer for consideration.
submitted online, by fax, or over the phone.Step #6 - Title Search
Step #2 - Provide Document CopiesThe title search verifies ownership of the property and
To get started note buyers like to see copies of thesethe mortgage note. It saves time and money to work
three documents:with any title report that might exist from the original
- Settlement Statementsale date. If the title search shows money is still owed
- Promissory Noteon a prior mortgage it will usually be paid from
- Mortgage, Trust Deed, or Contractproceeds.
It is also a good time to be sure you know where theStep #7 - Closing
originals are located, especially the Promissory Note, asWhen all steps are complete the note buyer will send
they will be requested at closing.the final closing documents for signature. The title
Step #3 - Accept Offer & Agreementcompany is often used to handle the exchange of
Once an offer is accepted it will be outlined in a writtenmoney for the original note and transfer documents.
agreement. In addition to stating the price, theFunds are typically paid in the form of a wire transfer
agreement will specify conditions of closing and whoor cashiers check. You are also encouraged to have
pays costs.your attorney review and advise with the closing
Step #4 - Note Buyer Reviewprocess.
The mortgage note buyer will perform a detailedSelling your mortgage note can be a simple process
review of the transaction, known as due diligence. Thiswhen you work with an experienced note buyer. Just
includes a review of the buyer's credit, current tax andtake a few minutes upfront to gather your information
insurance status, payer interview, and other importantand documents and they will handle the rest for you!
items. They may also request copies of additional