Investments Brochure

Table of Contents

I. Introduction

 What is a “Promissory Note”?    How do you obtain a promissory note?    What secures your investment? 

II. Seven Essential Elements

Knowledge, experience, and integrity of the Mortgage Broker (MB) through whom the transaction is being made or arranged.

 Market value and equity of the Property and security for your loan.

 Borrower’s financial standing and creditworthiness

 Escrow process involving the funding of the loan or the purchase of the promissory note.

Documents and instruments describing, and securing the loan or purchase of the promissory note.

 Loan servicing provisions, i.e., authority and compensation.

 Recovering your investment when the borrower fails to pay.

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