.- Background: Took some real estate classes before but really a lot of self learning on creative financing - Current Goal:To close my first wholesale deal within the next few months by learning from seasoned investors and applying proven strategies.I'm here to absorb as much knowledge as possible, so if you have any tips or resources, I’m all ears!

I've self-financed deals my deals, financed them with a HELOC and used third party lenders as well.

Your account structure depends on your goals for growth and if you plan to self-manage or hire a PM.

Shoot me a DM and I will be able to point you in the right direction. 

I have found that it is quite simple to self-manage a portfolio of 30-40 short-term/interest-only loans using a combination of QuickBooks and an XL workbook (1 worksheet "tab" for each loan). 

Some of Invelo's features include:- List Builder- CRM with different databases for prospects, leads, and deals- Advanced marketing with direct mail, ringless voicemail, email and custom sequences- The most advanced skip tracing- REI video training series + expert-led masterclasses- Facebook communityand so much moreAs the founder of Invelo, my team and I are here to answer any questions about the platform.

There was an article published in Sept 2024 that showed the average consumer would save over $10,000 by working with a broker vs a direct lender over the life of their loan. 

Anything beyond that is going to take some blocking and tackling (reaching out directly to local companies like solar farms, construction, medical staffing agencies, etc.).

They explicitly state in the course that they will keep that contract on file and if any of your clients tries to come to them directly within the timeframe that you set, they will send them back to you.I will repeat once more, I am not affiliated with this course or it's participants at all. 

Commissioner, (Tax Ct. 2013)Thank you, Natalie, for directing me to the Mears case for much needed entertainment.