Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Creative Real Estate Financing
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 4 years ago, 07/29/2020

User Stats

491
Posts
113
Votes
Benjamin Blackburn
  • Wholesaler/ Investor
  • Houston, TX
113
Votes |
491
Posts

Owner Finance, Dodd Frank Questions

Benjamin Blackburn
  • Wholesaler/ Investor
  • Houston, TX
Posted

I've been researching a lot lately on Owner Finance Investing. In a nut shell... I plan to use private money to take down properties, turn around and sell the property at a higher price and rate to an end buyer who typically couldn't qualify for regular lending through a bank. Basically the Mitch Steven method.

In regards to the Dodd Frank act. From my understanding, it's there to protect the consumer for not getting into something they can't handle... Is that correct?

Obviously I will be doing the ethically but to make sure I'm protected, do I simply just need to make sure I'm going through a title company for everything? Or are there other things I need to be sure to look out for? I'm in Texas btw. 

Any information would be highly appreciated. 

Thanks

User Stats

260
Posts
222
Votes
John K.
  • Wholesaler/Investor
  • Dallas, TX
222
Votes |
260
Posts
John K.
  • Wholesaler/Investor
  • Dallas, TX
Replied

I would recommend you use the services of an RMLO. They will ensure that all regulations are met, in regards to disclosures and TIL statements. The fee is usually paid by the buyer. This will give you the insurance in case something were to be challenged. 

User Stats

834
Posts
449
Votes
Danny Webber
Agent
Property Manager
  • Real Estate Broker / Investor
  • Austin, TX
449
Votes |
834
Posts
Danny Webber
Agent
Property Manager
  • Real Estate Broker / Investor
  • Austin, TX
Replied

agree with John K. 

Use an RMLO to button up the transaction. I do a lot of these and you definitely need to put in some safeguards. Look for a title company that does these as well. Capital Tile- Ceshker Group does mine. I know they do transactions in Houston as well.

  • Danny Webber
BiggerPockets logo
BiggerPockets
|
Sponsored
Find an investor-friendly agent in your market TODAY Get matched with our network of trusted, local, investor friendly agents in under 2 minutes

User Stats

491
Posts
113
Votes
Benjamin Blackburn
  • Wholesaler/ Investor
  • Houston, TX
113
Votes |
491
Posts
Benjamin Blackburn
  • Wholesaler/ Investor
  • Houston, TX
Replied

@John K. Thank you very much for your response. I’ll look into that now.

User Stats

491
Posts
113
Votes
Benjamin Blackburn
  • Wholesaler/ Investor
  • Houston, TX
113
Votes |
491
Posts
Benjamin Blackburn
  • Wholesaler/ Investor
  • Houston, TX
Replied

@Danny Webber Thanks a ton. Yes I actually use Capital Title right now for everything.

User Stats

887
Posts
758
Votes
Jerel Ehlert
Pro Member
  • Attorney
  • Austin, TX
758
Votes |
887
Posts
Jerel Ehlert
Pro Member
  • Attorney
  • Austin, TX
Replied

There are lots of pitfalls waiting for the unwary. Talk to a lawyer. If you can avoid it, don't let the title company draft your closing docs because that lawyer isn't representing you in most cases, but representing the title company or is a courtesy representation. RMLO is a basic requirement for the initial disclosures. Find a loan servicing to pick up some of your ongoing regulatory requirements.

  • Jerel Ehlert
  • User Stats

    98
    Posts
    40
    Votes
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    40
    Votes |
    98
    Posts
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    Replied

    Use an RMLO. We use AugustREI currently https://www.augustrei.com/residential-mortgage-loan-originator/

    User Stats

    491
    Posts
    113
    Votes
    Benjamin Blackburn
    • Wholesaler/ Investor
    • Houston, TX
    113
    Votes |
    491
    Posts
    Benjamin Blackburn
    • Wholesaler/ Investor
    • Houston, TX
    Replied
    Originally posted by @Jerel Ehlert:

    There are lots of pitfalls waiting for the unwary. Talk to a lawyer. If you can avoid it, don't let the title company draft your closing docs because that lawyer isn't representing you in most cases, but representing the title company or is a courtesy representation. RMLO is a basic requirement for the initial disclosures. Find a loan servicing to pick up some of your ongoing regulatory requirements.

    Thanks a ton. That makes tremendous sense in regards to the lawyer not really representing me if I were to rely on the title company.

    User Stats

    491
    Posts
    113
    Votes
    Benjamin Blackburn
    • Wholesaler/ Investor
    • Houston, TX
    113
    Votes |
    491
    Posts
    Benjamin Blackburn
    • Wholesaler/ Investor
    • Houston, TX
    Replied
    Originally posted by @Kaelyn Motzel:

    Thanks, I'll definitely check them out and get in contact. I notice you're in houston as well. Do you specifically focus on owner finance?

    User Stats

    98
    Posts
    40
    Votes
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    40
    Votes |
    98
    Posts
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    Replied

    @Benjamin Blackburn We have 11 rentals and 3 owner finance. Two of the owner finance deals are sold and one just went under contract. We just started that about 6 months ago but would really like to get some more under our belt! I'm a big Mitch Stephen fan too! How about yourself?

    User Stats

    491
    Posts
    113
    Votes
    Benjamin Blackburn
    • Wholesaler/ Investor
    • Houston, TX
    113
    Votes |
    491
    Posts
    Benjamin Blackburn
    • Wholesaler/ Investor
    • Houston, TX
    Replied
    Originally posted by @Kaelyn Motzel:

    @Benjamin Blackburn We have 11 rentals and 3 owner finance. Two of the owner finance deals are sold and one just went under contract. We just started that about 6 months ago but would really like to get some more under our belt! I'm a big Mitch Stephen fan too! How about yourself?

    That's so awesome! You're killing it out here. My wife and I only have 1 single rental right now in Humble. Looking to acquire more and sprinkle in some OF properties as well. 

    My partner and I have a wholesaling company and a about 3 months ago a light bulb came on and we realized we need to start keeping some of the properties that we are selling to other investors. So the plan is to now start cherry picking from our inventory and start building wealth for our families. 

    Rentals are great and they will always be the main goal. But I feel that the Owner Finance route will be for that "Right Now" type cash flow that could provide financial freedom for my family now vs the rental's "long play". So that's why the plan is to sprinkle to OF in there as well. I've binge listened to a lot of mitch's podcast and trying to fully understand the private money sides of things. I get the gist of it but need to understand fully before I start pitching it to potential lenders. 

    Currently we have about 3 PML that lend on our wholetails and flips but they aren't looking for the longer type notes... Only the short quick ones. 

    So that's where I'm at. Sorry for replying with such a long book, Lol.

    User Stats

    98
    Posts
    40
    Votes
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    40
    Votes |
    98
    Posts
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    Replied

    @Benjamin Blackburn that's awesome!!! Humble is a great rental market. I 100% agree with you - owner finance is more "now" money. We just started making money on that and plan on letting that pay for future rentals and/or dividend accounts.

    Sounds like you're making the right move with wholesaling!! I'll shoot you a message. Would love to connect more!

    User Stats

    1,145
    Posts
    871
    Votes
    Mark Sewell
    • Investor
    • Houston, TX
    871
    Votes |
    1,145
    Posts
    Mark Sewell
    • Investor
    • Houston, TX
    Replied
    Originally posted by @Kaelyn Motzel:

    Oh wow, didn't know they were an RMLO.  I've made payments to them on a HM loan I did a couple years back, so I just assumed that they were some kind of mortgage servicing company.

    BiggerPockets logo
    Time to Refi? Get the Best Loan
    |
    BiggerPockets
    Lender Finder helps secure the best loan for your strategy. Easily connect with top investor-friendly lenders now to lock in lowered rates. 🔒

    User Stats

    98
    Posts
    40
    Votes
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    40
    Votes |
    98
    Posts
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    Replied

    @Mark Sewell You are correct, I made a mistake! We use august REI for loan servicing. We've used two different RMLOs on our deals. We talked to local agents to find a local lender who would help us out. I believe they charged $500 to approve. We made a mistake of processing someone on our first deal and lost the $500 before we got a deposit. Now we have the buyers pay for it.

    User Stats

    159
    Posts
    61
    Votes
    Thomas Weidner
    • Whitehouse, TX
    61
    Votes |
    159
    Posts
    Thomas Weidner
    • Whitehouse, TX
    Replied

    @Benjamin Blackburn Safe Mortgage Service’s is another Loan originator.

    User Stats

    159
    Posts
    61
    Votes
    Thomas Weidner
    • Whitehouse, TX
    61
    Votes |
    159
    Posts
    Thomas Weidner
    • Whitehouse, TX
    Replied

    @Kaelyn Motzel are your properties that you have owner financed wraps or did you pay cash for them?

    User Stats

    98
    Posts
    40
    Votes
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    40
    Votes |
    98
    Posts
    Kaelyn Motzel
    • Property Manager
    • Houston, TX
    Replied

    @Thomas Weidner They are wraps

    User Stats

    1,145
    Posts
    871
    Votes
    Mark Sewell
    • Investor
    • Houston, TX
    871
    Votes |
    1,145
    Posts
    Mark Sewell
    • Investor
    • Houston, TX
    Replied

    OK @Kaelyn Motzel so tell us, who are the RMLOs that you have used here locally?