Learn how to evaluate a mortgage note before you buy one.
A self-paced beginner system for understanding the asset, organizing due diligence and working through a deal’s numbers and risks.
Educational materials only. Investing involves risk, including possible loss of principal.
One job for every piece.
Learn the concepts, organize the investigation and then test the numbers.
86-page illustrated blueprint
A plain-language introduction to mortgage notes, returns, servicing, risks and deal screening.
Investor workbook
Ten practical worksheets for research, document review, scenario planning and deal notes.
NotePro browser analyzer
Enter a deal, test scenarios, review risk factors, save deals locally and compare opportunities.
Excel analyzer + quick start
A spreadsheet alternative and concise instructions for getting the system running.
Move from “interesting deal” to structured review.
NotePro does not find notes for sale.
It is an analysis and organization tool. You enter the deal information. It does not scrape marketplaces, verify seller claims or replace professional due diligence.
The free analyzer provides a quick numerical screen. NotePro adds deeper scenarios, saved deals, comparisons, risk review and a due-diligence workflow.
Start quick. Go deeper when the deal deserves it.
| Capability | Free Analyzer | NotePro in Bundle |
|---|---|---|
| Basic yield and payback screen | Included | Included |
| Equity cushion estimate | Included | Included |
| Servicing costs and reserves | — | Included |
| Payoff and downside scenarios | — | Included |
| Due-diligence workflow | — | Included |
| Save and compare deals | — | Included |
| Browser and Excel options | Browser only | Both |
Learn the process. Organize the facts. Test the assumptions.
Get the blueprint, workbook, NotePro analyzer, Excel analyzer and quick-start guide.
Digital product. Review the refund policy and educational disclaimer before purchase.