Private Lending System
Joint Venture Agreement for Assignment of Mortgage
A sample agreement used to joint venture with an owner of a mortgage. Revised 04/28/2014 Joint Venture Agreement for Assignment of Mortgage
Trust Agreement
This agreement is for owning paper such as notes, mortgages, land contracts, deeds of trust, or other deb instruments. Note the language in the second paragraph. Your IRA will be the beneficiary. Revised 11/17/2014 Trust Agreement
Escrow Agreement
A form to authorize a lender to send you the balance of a seller’s escrow account when the load is paid off. Revised 05/02/2014 Escrow Agreement
Loan Closing Instructions
A document which instructs closing agents to close a private loan. Revised 05/02/2014 Loan Closing Instructions
Agreement for Assignment of Judgment
A sample agreement to gain the right to assign a judgment. Revised 04/28/2014 Agreement for assignment of judgment
Security Agreement
Establishes a lien on a mortgage or debt instrument. Revised 04/28/2014 Security Agreement
Paper Trust Agreement
Anytime you’re selling a property or making a loan to a borrower, you should take ownership of that debt instrument in a paper trust. This applies to land contracts, unencumbered mortgages, promissory notes or single debt payments. This gives you … Read more »
PAM Chart
The Property Analysis Matrix is a chart that quickly allows you to find the correct exit strategy for any deal within 8 seconds. This chart could easily save you thousands of dollars by keeping you from losing a deal. Revised … Read more »
Lead Property Information Sheet
Lead Property Information Sheet (v1.5) Script Guide (version 1.7) Need help filling it out? Ron has a lesson on completing the lead property information sheet. Watch The Lead Sheet Lesson
Applicant Information Sheet
A form to assess income and credit score about an applicant. Revised version 1.5 Applicant Information Sheet
Affidavit and Memorandum of Agreement Concerning Real Estate
This affidavit should be recorded only when you may have a problem with a seller not closing on their contact. Revised 04/28/2014 Affidavit and Memorandum of Agreement Concerning Real Estate (Word document)
