Blog

Year-End Valuation of Private Mortgage Notes: The Investor’s Strategic Compass

2026-01-24T14:52:03-08:00loan servicing private lenders, private lender loan servicing, private lender servicing|

Year-End Valuation of Private Mortgage Notes: Investor Perspective Year-End Valuation of Private Mortgage Notes: An Investor's Crucial Perspective As the calendar year draws to a close, investors in private mortgage notes find themselves at a crucial juncture. While many focus on holiday preparations or [...]

Essential TILA/RESPA Terms: A Private Lending & Seller Financing Glossary

2026-01-24T12:05:00-08:00loan servicing for private money lenders, loan servicing private lenders|

Fundamental TILA/RESPA Terminology for Private Lending & Seller Financing Glossary Truth in Lending Act (TILA) TILA is a federal law enacted to protect consumers in credit transactions by requiring clear disclosure of key terms and costs. For private lenders and seller financiers, understanding TILA [...]

Smarter Capital, Exponential Growth: How Outsourced Note Servicing Transformed a Real Estate Investor’s Portfolio

2026-01-24T06:50:58-08:00loan servicing private lenders, private lender loan servicing, private lender servicing|

Scaling with Smarter Capital: How a Real Estate Investor Optimized His Seller Carryback Portfolio with Enhanced Cash Flow Analysis Client Overview David Chen is a savvy real estate investor based in a rapidly growing metropolitan area. Over the past decade, David built a robust [...]

Private Mortgage Note Servicing: The Investor’s Guide to Compliance, Disclosures & Profit

2026-01-24T06:40:00-08:00private mortgage servicing|

Key Disclosure Requirements & Forms for Private Mortgage Notes For [mortgage lenders, brokers, and investors] operating in the dynamic world of private mortgage notes and seller financing, the seemingly complex landscape of regulatory compliance can often feel like navigating a minefield. Many believe that [...]

1098 vs. 1099-INT: The Private Mortgage Tax Reporting Guide

2026-01-24T06:23:05-08:00loan servicing private lenders, private lender loan servicing, private lender servicing|

Understanding the Difference: 1098 vs. 1099-INT for Private Mortgages Understanding the Difference: 1098 vs. 1099-INT for Private Mortgages Navigating the world of private mortgage servicing can often feel like deciphering a complex code, especially when it comes to IRS reporting requirements. For private lenders, [...]

Navigating Private Mortgage Note Compliance: Disclosures, Forms, and the Servicing Solution

2026-01-23T19:04:00-08:00private mortgage servicing|

Key Disclosure Requirements & Forms for Private Mortgage Notes For private mortgage lenders, brokers, and investors, navigating the complex world of regulatory compliance can feel like a minefield. Especially when it comes to seller-financed notes, the line between an exempt private transaction and one [...]

The 7 Automation Features Revolutionizing Private Mortgage Servicing

2026-01-23T18:13:28-08:00loan servicing private lenders, private lender loan servicing, private mortgage loan servicing companies, private mortgage servicing companies|

7 Must-Have Automation Features for Modern Private Mortgage Servicing Software In the dynamic world of private mortgage lending, efficiency and compliance are not just buzzwords—they are the bedrock of a successful operation. For lenders, brokers, and investors dealing with a portfolio of private notes, [...]

True Yield for Private Lenders: The IRR Advantage

2026-01-23T16:03:00-08:00loan servicing private lenders, private lender loan servicing, private lender servicing|

Understanding Your True Yield: Calculating IRR for Private Lenders Understanding Your True Yield: Calculating IRR for Private Lenders In the dynamic world of private mortgage lending, the stated interest rate on a loan often tells only part of the story. Many private lenders, whether [...]

Seamless Compliance & Management for Private Mortgage Notes

2026-01-23T15:53:00-08:00private mortgage servicing|

Key Disclosure Requirements & Forms for Private Mortgage Notes For mortgage lenders, brokers, and investors dealing in the dynamic world of private mortgage notes, the thrill of opportunity often comes hand-in-hand with the intricate challenge of compliance. You’re not just facilitating transactions; you’re managing [...]

Go to Top