PROVEN CLOSER

CLOSING MORTGAGE

NOTES

 

CASE STUDY

Closing Offers: $50k – $770k

Average Deal Size: $190k

Revenue Generated: $11.2 million

Key Sales Role:
Marketing, negotiating and buying mortgage notes from consumers then flipping those notes to real estate investors and institutional investors.

Transferable Skills:
This roll taught me high-ticket problem solving and overcoming objections to guide prospects to see the value and ROI of the offer by handling complex conversations that allow me to close more offers. Negotiating deals and closings deals with banks was a masterclass in B2B sales.

Objection Handling Framework:
Consultative, Feel Felt Found + LAARC, as an authentic authority combined with case studies and detailed ROI. Result:

→ 85% objection resolution on first call.

MY PHONE SALES

Discovery‑driven 30‑minute call interview with pre‑qualified, warm‑only prospects, supported by a reminder process:

• Show-to-Pitch: 79%
• First‑Call Close Rate: 48%
• Total Close Rate: 56%

Other core duties:

1. Build – maintain relationships with retail consumers and institutional investors
2. Kept records on collecting payments in my custom CRM system.
3. Sought out other lenders to refer leads to that I couldn’t help
4. Train and managed my personal assistant to do website and database management.

 

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ABOUT

Years: 2010 – 2022

Website: WeBuyNotes.com

My note-buying service purchased promissory notes from the original lender for a discount so he could get his cash upfront instead of waiting for a borrower’s future payments. The types of notes I typically bought were real estate mortgages and private mortgage notes.

I started a note buying service to tie my relationships with the Real Estate Investors Association™ members to leads from my other real estate service, We Lend Money™

I negotiated a note purchase from an investor or a homeowner and then flip that note, typically to an institutional investor but often to other REIA members.

MY MARKETING

My elaborate lead‑generation funnels provided many inbound leads. This is ad explains the benefit’s of our note buying program to private individuals considering selling their notes (85% were private individuals).