Join Us for Our
Note Investing Master Class
Mentored by Our Veteran Note Investing Professionals.
Get the coaching, mentoring, tools, info & help you need to succeed with note investing!
Get the jump start you need into Note Investing! Use our experience to avoid the pitfalls! Save yourself lots of time & money by investing in yourself first!
Bypass the learning curve! Note investing is solid straight forward business, but it still takes some time to learn the ins & outs. That’s where we come in! As long time note investors we understand what you need to know & we can pass it off
Backed by more than five decades of real estate investing experience and more than 25 years specifically in the real estate note market, our team has the passion to share and assist note investors become competent and profitable.
Our Private Mastermind Will Teach You Note Investing
Get Mentored in Our Successful 26 Profitable Exit Strategies !
Get Personal Guidance
Ask Questions & Get a Quick Response from an Expert
Learn How to Buy, Sell, Trade & Profit from Real Estate Notes
Schedule Your Strategy Session Below !
Join Us! Schedule Your Onboarding Call Now !
Note Investing Master Class
Serious Deep Dive into Note Investing !
- How to Buy Notes at Steep Discounts Like the Pros!
- Learn Our Industry Secrets to Profit from Mortgages Like the Bank!
Here's What You're Going to Get With NoteMatriX :
Group Coaching by the NoteMatriX Team
NoteMatriX Note Investor's Video Reference Archive
Private Mastermind - Facebook Group
Note Investors Asset Management Toolbox
Access to Our NoteTradeX Trading Platform
NoteMatrix's 26 Profitable Exit Strategy Outline
The NoteMatriX Interactive Note Deal “Blueprint”
Preferred Vendors Resource List
Automated Property Valuation Calculator
Desktop Borrower Underwriter
Let's Go Into a Little More Detail About Us Though :
Professional Note Investor Mentoring & Coaching
Our Years of Note Investing Wisdom at Your Fingertips!
Group Coaching & Mentoring !
Get Personal Assistance & Mentoring by Our Note Industry Professionals!
This is a solid value and the core of the NoteMatriX education program. As a student you are assigned a NoteMatriX concierge mentor and account executive! They are there to help you specifically and ensure your mastery of note investing! Imagine having your own note investing veteran there to assist you with whatever concerns or questions you may have and to help you with your deals! Whether it’s how to use our ground breaking tools, or how to structure your latest note deal… Our experts are there to coach and help you!
Your NoteMatriX mentor will also assist you in accessing and using our NoteTradeX Note Trading platform so that you can buy assets and quickly get started on your note investing journey!
Get Personal Guidance
Get a Quick Response from an Expert
Learn How to Buy, Sell, Trade & Profit from Real Estate Notes
Our Private Mastermind Will Teach You Note Investing
You Will Also Get Coaching in Our Private Facebook Group Setting
Accountability for Yourself!
Deeper Exploration of Topics
Case Studies - Review Note Deals
Network With Other Note Investors
Our note investor’s Mastermind is a foundational part of the NoteMatriX learning process. This group is taught by our partners who are all active investor practitioners with decades of collective experience with over 5000 transactions and over 1000 assets managed from acquisition and servicing, to selling or ‘disposition’ of assets. We have invaluable industry experience to pass along. With our community of student investors we do virtual weekly masterminds where we go through all aspects of the Note Investing process with the all of us in the community supporting each other to success!
Our Mastermind is an active group of coaches, mentors & students that will push you to the next level in note investing! There is no doubt that having access to our coaches and this community will force you to succeed!
We have scheduled meetings and regularly interact with each other, but you can always get in there and get help whenever you need it! Networking within our members-only private group will also create friendships and industry connections that will prove invaluable! The huge value here is obvious!
The NoteMatriX Coaching Team
- Steven Vesper – Real Estate Creative Finance Specialist with 20 years experience in Traditional Finance.
- Darrell Kucan – 500+ deals covering all aspects of potential transactions.
- Marshall Stanek – Focuses on tax defaulted properties, fix & flips, REO portfolios & transaction facilitation.
- Christine Rydzik – Onboarding and support
You Will Never Have to Go It Alone !
Get the Help You Need & Your Tough Questions Answered !
Learn from Industry Professionals!
Note Deal Reviews & Insight
Multiple Viewpoint Analysis
Learn How to Buy, Sell, Trade & Profit from Real Estate Notes
Save Yourself Time & Money!
Long Term Payoffs & Short Term Flips!
NoteMatriX's 26 Profitable Exit Strategies!
All Successful People have a Group of Experts they Mastermind With!
Be a Part of Our Note Investing ‘Brain Trust’ !
Let Our Decades of Experience Guide You to Success!
Online Video Training Course!
Years of Note Investing Wisdom at Your Fingertips!
Our Note Buying Information Deep Dive & Strategy Overview
Online Video Education Portal – Concepts, Terminology & Info Breakdown !
Always Available For You to Consult & Re-Examine!
Our team of note experts have painstakingly put together hours of video information nuggets to take you from zero to sixty on note investing!
This video course is designed to jump start your note investing experience! It’s got everything you need to know about notes so that you can quickly move forward. Our hours of video will not only provide you a strong foundation in the terms and concepts of note investing process, but we’ll also teach you the most successful note investment strategies and help you master them all! We’ll also pass along solid methods for how to identify note investing opportunities that others may miss.
You won’t be hesitant anymore, or confused, you’ll be confident in your ability to find and create a notes deal quickly for profit! And that’s where you need to be!
Don’t waste any of your hard earned time or money making ugly… costly mistakes. With NoteMatriX you’ll know how to find and analyze deals quickly, based on their financial data… and you’ll have command of many successful strategies to turn them into cash in your pocket.
NoteMatriX Video Course Modules
Core Info, Terms, Concepts & Strategies of Note Investing
Module 1
Prerequisite Skills
- 12 Acronyms You Must Learn
- Cash Flow & Chunk Money
- Real Estate Investing vs Banking
Module 2
Behind the Scenes
- Promissory Note – Investing Strategy
- Debt Transfer of Ownership
- Loan Performance
- Difference Between a Judicial & Non-Judicial State
- Average Loan Types
- Top 5 places to Find Notes
Module 3
Portfolio Review – Data Tape
- What is a Data Tape?
- Top 10 Things to Look For
- How to Calculate Price
- How to Write an Initial Offer (Indicative Bid)
Module 4
Trading Platform
- Trading Platform Initial Walk Through
- How to Search for Assets by Type, State, UPB, Value, Rate etc.
- How to Submit an Indicative Bid on Platform.
- Seller Response to Bid (How to Accept, Counter, Pass or Move to Contract & Funding
- Finalizing Trades
Module 4
Due Diligence
- Pre-Acquisition
- Post-Acquisition
- “Deep Dive” into outreach campaigns.
- NMX “Blueprint” review.
Module 5
Retention & Exit Strategy Options
- Intro
- Sell Note
- Foreclosure Auction
- Foreclosure Auction (Continued)
- Refinance & Short Pay Re-Fi (Positive & Negative Equity)
- Reinstate
- Modify
- REO
- Fix and Flip
- Fix, Hold, rent
- Borrower Sells House (Positive Equity)
- Borrower Short Sale (Negative Equity)
- Wholesale
- Buy Fix Seller Finance
Module 6
Third Party Servicers
- Collateral Review Providers
- Market Comparables Validity
- Companies
- Loan Servicers
- BPO and Property Title / E&O
- Product Providers
- Foreclosure Attorneys
- Government Sponsored Programs
- Loss Mitigation Asset
- Management Teams
- Additional Acquisition Lending
- Sources
BONUS Module
CATALYST Deep Dive on 26 Exit Strategies
- Research the best routes to profit.
- Understand your options
- Review the results from the Servicer to determine best options.
- We show you what to look for & what to avoid.
Our Note Investors Toolbox
We’ve Created All the Tools & Resources You Need to Succeed!
We All Know that Having the Proper Tools Saves You Time & Money!
Well NoteMatriX’s Note Investors Toolbox is Next Level!
These Tools Will Give You an Unparalleled Advantage in Note Investing!
Our Arsenal of Critical Tools & Resources That You Need to Thrive as a Note Investor !
Note Investors Asset Management Toolbox
Automated Property Valuation Calculator
NoteMatriX's 26 Exit Strategy Plan Outline
Preferred Vendors Resource List
Desktop Borrower Underwriter
The NoteMatriX Interactive Note Deal “Blueprint”
Here's a Little More Detail About Each Tool !
Note Investors Asset Management Toolbox
From our decades of deals, literally thousands of transactions, and all the learning experiences we have picked only the best essential Documents, Contracts, Spread Sheets, and so much more for you to use.
Some of the documents have cost us hundreds of dollars each and the Spreadsheets or “Control Sheets” include all our essential formulas to save you time and assist you in honing your optimal decisions to earn maximum returns on your Note and REO Investments.
Automated Property Valuation Calculator
As a Note Investor being able to quickly and accurately pull data from the top resources and determine the real value of Any Asset is crucial. With our proven Multi-Channel Valuation Calculator you can feel confident about making initial offers.
NoteMatriX’s 26 Profitable Exit Strategies Plan
NoteMatriX has mapped out all your profitable note investing exit strategies! We want you to understand your paths to profit! Even if you have experience investing in Notes, with these potential of 26 Exit Strategies, there is always more to learn and thus more ways to profit! That’s why we’ve mapped each strategy, and path to profit out for you!
These 26 Exit Options create so much flexibility in each of your note investments, that there is less risk of losing your investment involved! These options provide much more risk mitigation than other traditional investment methods, like Fix and Flip or Buy & Hold Investing. Having more options available adds up to potentially more, safer profit margins from every deal you engage in! If you’re interested in the ins and outs of Note Investing, NoteMatriX has taken every step to help you succeed!
Preferred Vendors Resource List
With literally thousands of transactions completed our preferred vendor “rolodex” becomes available to all our active students. This includes all our Lawyers, Property Inspectors, Title, Escrow, BPOs, Collateral Review Professionals and any other trusted service providers. Having this list will save you hours or days from not having to hunt down and try out each provider. Enjoy all the free time we just saved you!
Desktop Borrower Underwriter
Most people don’t know this but Banks have a special calculating tool to qualify their prospective loan borrowers. If you are working with a borrower who would like to buy a home you represent or are seeking to restructure the debt on an existing loan we offer our students a tool like the type banks use for their Underwriting for Buyer Qualification.
The NoteMatriX Interactive Note Deal “Blueprint”
Easily Handle Each of Your Note’s Evolution. Every successful note investor knows there is a cascading priority of exit strategies depending on variables of a given note deal. With our Note Investor’s Blueprint we have created an interactive mind map to manage each major junction where a decision needs to be made.
We Created Each of these Tools for One Purpose: To Save You Time & Money !
Any ONE of These Tools is a Game Changer ! But Together They Make You Dangerous!
Now, Just Wait Til You Learn About the Catalyst!
Catalyst Bonus !
Up until recently we have been selling the Catalyst as a separate tool… Because of all the long hours and hard work we have put into it’s creation. However the NoteMatriX team has now decided that in good faith we must include this ground breaking tool along with our premium education package. Our team has literally spent years perfecting the strategies, formulas and calculations that make the Catalyst the ‘must have’ game changing tool that it is! Our next level Master Notes Course would not be complete without it! Just wait until you see how easy it makes note investing!
The NoteMatrix team is committed to getting YOU the very best we have to offer, and that’s why we knew we had to include the Catalyst in this package!
The Catalyst !
Get Your Hands On Our Proprietary Notes Deal Calculator!
NoteMatriX’s Proprietary 26 Profitable Exit Strategies Calculator for Note Investors !
Calculate Your Options & Potential Profit Before You Buy a Note.
Use the Catalyst & You’ll Already Have Your Profitable Exit Strategy Options In Hand!
The “Catalyst”
Knowledge is Power !
Imagine being able to predict the future…!? Well our Catalyst – Note Investing Deal Calculator isn’t quite that good! But it’s close! Our team of veteran note investors have painstakingly formulated and correlated all of the critical data involved in notes deals into this one of a kind spreadsheet note investing deal calculator!
Bottom line, it’s amazing! You just enter your note deal financials into a few spots and the Catalyst will output the numbers behind 26 different roads to profit for you ! Then you get to fine tune each “Exit” sub-calculator for even better precision!
That’s right… Not only has our team has mapped out 26 separate routes to a profitable notes deal for you, but we’ve simplified all the strategies and financials, and boiled them down into this heavy hitting miracle spreadsheet that will make your life a breeze!
Each notes deal has it’s own personality, but the numbers do not lie! That makes it fairly straight forward when examining your deal objectively.
The Catalyst does just that! It examines your numbers then runs them through EACH of our profitable exit strategies. In the end you have a full report that just hands you a list of your best strategies and options!
Not only that, the Catalyst will layout your projected profit for each method, your timeline and needed cash outlays. So you won’t go into to any note deals blind, or just hoping for a win… You will have a solid PLAN, with plenty of back up options! We all know that having a plan in business is critical.
NoteMatriX understands note deals! We also understand what YOU need to succeed! That’s why we’ve created all of these tools and our education & mentoring program! We hope to bring you onboard, so we can get you cranking out fast and smooth note transactions ASAP!
“The calculations of returns were amazing, they were a lot more than I have ever seen with the different strategies in real estate… these note profit and cash flow numbers are amazing.”
Become a Master on ALL of These Subjects !
Take Your Game to the Next Level !
Assets & Risk Assessment
- Dispositions
- Loss Mitigation
- Short Sales
- Foreclosure Defense
- Foreclosure Auctions
- REO’s – Real Estate Owned
- Performing Loans
- Non-Performing Loans
- Discounted Creative Acquisition Strategies
- Seller finance
- Subject-To’s
Financing & Contract Negotiations
- Traditional Finance
- Non- Traditional Finance
- Mortgage Banking
- Investment Banking
- Private Equity Funding
- Real Estate Transactions
- Contract Underwriting
- Mortgage Acquisitions
- Term Modifications
Asset Strategies
- Fix & Flips
- New construction
- Buy & holds
- Partnerships
- Joint Ventures
- Tax Defaulted Properties
- REO Based Portfolios
- Contract for Deed
- Second Lien Position
Insider Knowledge & Experience
- Learn how to create multiple streams of income.
- Making More, But Doing Less!
- How to Build Your Wealth With Real Property Debt or “Notes”.
- Mind-blowing ways to Achieve “Impossible” Yields.
- Turning “Poor Quality” Notes into Astronomical Yields.
- Under the Radar Cash flows.
- Discover How to Find, Buy and Broker Real Estate Notes.
- Performing and Non-Performing.
- REO’s – Real Estate Owned.
- How to Ensure Smooth Transactions!
Time Proven Concepts
- Learn Powerful Real Estate Buying and Selling Techniques.
- Become Aware of Different Pitfalls in the Note Profession.
- Structure Notes for Maximum Value to Prosper, Not Just Survive.
- Learn Legal and Safe Seller Financing Techniques that Will Increase Your profits.
- Property Owners Who Want to Learn Powerful Exit Strategies
- Safe and Prosperous Methods for Selling Your Notes.
- Acquire Skills to Purchase Notes for Maximum Yields with Minimal Risks!
Creative Financing Advanced Concepts
- How to Tweak Variables for Triple Digit Yields.
- Solutions to Note Buying Risks.
- What NEVER to Do When Selling Property or Buying a Note!
- Contract for Deed, Second Lien Positions.
- Satisfy both the buyers’ and sellers’ needs through creative owner financing.
- How to Buy or Sell the Back End of a Note.
- Learn from Seasoned Experts who DO these Deals on a Regular Basis.
All Successful People have a Group of Experts they Mastermind With!
Be a Part of Our Note Investing ‘Brain Trust’ !
Let Our Decades of Experience Guide You to Success!
Immediate Access to Our NoteTradeX Note Trading Platform!
Get Immediate Access to NoteTradeX’s Note Trading Platform!
We’ve Got Our Own Platform with a Database of Notes that You Can Buy!
We’ve Now Made it Much Easier & Quicker for You to Buy or Sell Notes!
NoteTradeX is Much More than Just a Note Database Though.
It is a Community of Note Buyers & Sellers for You to Network With!
Access to Our NoteTradeX Trading Platform!
Search 100's to 1000's of Notes for Sale!
No More Endless Hunting for Notes!
Smooth & Quick Transactions!
No Bidding Wars
Network with Community Members!
NoteTradeX is Where the Magic Happens!
We Make Note Investing Simple!
The NoteMatriX Team !
We’re Ready to Help You Succeed !
Stephen Vesper
Coach & Mentor
20 Years in Creative Real Estate Finance Deals. Deep cultivated understanding of : Traditional Finance, Non- Traditional Finance, Mortgage Banking, Investment Banking, Private Equity Funding, Real Estate transactions, Contract Underwriting, Mortgage Acquisitions, Term Modifications, Dispositions, Loss Mitigation, Short Sales, Foreclosure Defense, Foreclosure Auctions, REO Sales.
As a result of his enriched background from collaborating with both large corporate organizations and private entities in the finance industry, it has allowed him to capitalize in his own firms.
As a natural leader, Mr. Vesper honed his strong leadership and business development skills from working with successful business leaders of today. With his keen eye for detail, excellence and overall understanding of the
Expert in loan origination, underwriting, loss mitigation and funding processes in both institutional lending and private equity lending.
Casey Connors
Chief of Marketing – NoteMatriX
Casey has chosen to become a Capital Partner with NoteTradeX / NoteMatriX to share his leadership, technology, marketing and sales expertise to develop business for and with both seasoned veteran real estate investors as well as the many newer investors seeking both high caliber Note and REO asset and in learning Note Investing.
Casey, with his partners has been building and managing his own Portfolio of REO properties and and converting to Performing Seller Financed Contract For Deeds (CFDs).
Marshall Stanek
Coach & Mentor
With transactional experience in tax defaulted properties, fix & flips, REO portfolios, and transaction facilitation he’s teamed with NoteTradeX to bring that experience and leadership to help to build and continually improve the Note Trading Platform used by our Sellers, Buyers, 3rd Party Servicers and our own internal team to generate consistently above average returns.
At the same time, his entrepreneurial spirit drives him to build his own personal real estate investing company to grow his family’s wealth.
Christine Rydzik
Compliance / Risk Management – NoteMatriX
Christine is one of the co-founders of NoteTradeX and the Chief Compliance Officer with over 15 years of client service and project/account management to organizational experience and client service skills.
Christine is using her project management skills to help align the NoteMatriX and NoteTradeX companies. She thrives on finding buyers and helping them purchase inventory for their own portfolios and and is helping people reach and achieve their financial dreams one transaction at a time!
“I’m a constant skeptic of any program where I have to pay money – the last to usually sign up for anything. After attending a different group’s one day class on entry-level note investing I was left intrigued, but little actual knowledge. After about six months I read just enough books on it to be more nervous.
Fortunately, I found Note Matrix through investor friends and went for it. Online education, weekly calls, one on ones, and their own inventory of notes made it easy to get further in the process.
I was able to trust the process and get my first deal. I’m now a part of the bigger note community and I am certain I would have taken a lot longer to get here without them.”
We Are Committed to Your Success !
We’re Committed to Getting You the Very Best Note Investing : Tools, Mentorship & Education Program!
We’ll Teach You How to Identify Opportunities for Note Investments that Others May Miss!
We’ll Give You Tools & Strategies You Need to Collect and Analyze Your Important Deal Financials !
We’ll Turn You into a Power Note Investor! You’ll be a Pro in Strategic Financing Thanks to Our Training & Mentoring! ~
Learn from Industry Professionals!
Save Yourself Time & Money!
Long Term Payoffs & Short Term Flips!
NoteMatriX's 26 Profitable Exit Strategies!
Learn How to Buy, Sell, Trade & Profit from Real Estate Notes
Get Personal Guidance
Ask Questions & Get a Quick Response from an Expert
Network with Community Members!
Access to Our NoteTradeX Trading Platform!
Search 100's to 1000's of Notes for Sale!
Smooth & Quick Transactions!
Our Note Investor Master Class & Ultimate Toolbox !
Coaching, Mentoring, Tools, Network & Online Video Course
Again... Here's Everything You're Going to Get! :
Private One on One Mentoring by Your Account Executive
Private Mastermind - Facebook Group
Online Video Modules - Master Class
Note Investors Asset Management Toolbox
Automated Property Valuation Calculator
Desktop Borrower Underwriter
NoteMatriX's 26 Exit Strategy Plan
The NoteMatriX Interactive Note Deal “Blueprint”
Preferred Vendors Resource List
Access to Our NoteTradeX Trading Platform
If you’re Serious About Success as a Note Investor then We’ve created NoteMatriX for You!
Let Our Decades of Note Investing Experience Work for You !
We’ve Stacked the Deck in Your Favor! NoteMatriX is Everything You Need to Take a Shortcut to Success!
We’ve spent decades doing notes deals! We’ve navigated sticky deals, we’ve learned what works, and we’ve learned what to avoid!
And, all those lessons we’ve learned over the years, we want to pass on to you!
That way you won’t lose time on the deals that will cause you the most headaches or lose your money to bad choices. We’ll help you know what to look for, and what to run away from!
We want you to turn YOU into a master of notes deals! We want you to be able to navigate a note deal in your sleep, and end up with high paying easy notes that will pay you for years… Or just find a nice quick flip note, with a huge payday!
We KNOW that with our team of mentors, our education, tools, coaching & industry network you’ll rocket to success as a note investor!