Professional Toolkit for Note Holders & Real Estate Professionals

Note Appraisal Course & Templates

Use these for your own notes, for professional development, to market & promote yourself, and earn income!!

Why you need this in your toolbox:

There are many times when a note holder needs a Professional Note Appraisal Valuation issued by neutral 3rd party qualified to perform such valuation. One example is the yearly FMV [fair market value] reports the custodian of your qualified accounts asks you for.

Other common reasons would be to determine the value of a note when it is being rolled over from one type of IRA to another, or in cases of divorce, the settlement of an estate, determining net worth for a financial statement, attempting to qualify for medicaid, or a charitable organization that needs to be able to assign value to a note that was donated to them.

Now updated and revised to handle 3 different kinds of notes!

There are many reasons an appraisal would be a useful tool, but the reason my templates were modified to their present (and most powerful) version several years ago is that there was an estate with an $8mil note portfolio facing an IRS audit.

The estate planning attorney that was representing them reached out to me and together we created this version of my Appraisal Report that would be up to the task of sufficiently educating the IRS agent and defending the estate against the extra $1mil the IRS was coming after. As it turned out, the series of reports we put together ended up saving the estate over $500,000.

Templates + Training + Mini-Course in Notes

When you add this resource bundle to your toolbox, you will have access to 3 different templates that will make it easy for you to generate reports for yourself or others:

The valuation template for a prior time period (as described above, meaning that the effective date of the appraisal was several years prior to the actual appraisal report)… the same one we used to save the estate $500K
A template to be used for a secured note
A template to be used for an unsecured note
3 hours of video training included, helping you build this service into your business & networking
Establish yourself as the expert with the seller/note holder AND the real estate professional!

Get this bundle for an exclusive, limited-time price of just $47

You can use these for your own portfolio, or offer appraisal services to grow your note business and establish relationships with real estate professionals who are involved in seller financed transactions!

Once they’ve closed the deal, you can offer to provide a 3rd-party appraisal report at no cost for their seller clients (who are have now become note holders) who probably don’t even know that there IS a secondary market for notes!

YOU be the one to let them know before the onslaught of offers to buy their note hit their mailbox.