Consultation Basics
If you would like to hire me to help you, the first thing you need to do is:
1. Download and fill out a Consultation Qualification Form so I can be sure that I can help you, and that we’re a good match for each other. Please choose the appropriate form:
2. After I receive your form, we will spend up to 15 minutes on the phone together to decide what level of service you need, then I will send you a Contract Agreement for Services.
3. Sign and return the Agreement via email or fax.
4. Send in your payment by using the link below. I may be able to customize a consultation package for you, but here are my standard options:
Ready-to-Pop ($375)*: 
If you’re the Seller and you already have a Buyer, and all you need is a little guidance on how to put it all together to protect yourself now and into the future, then this is perfect for you. * The full fee is 1% of the loan amt ($10,000 max). The buyer generally brings this in as part of their closing costs which will take care of the balance due, and your initial fee will be refunded through escrow.
If you’re a buyer interested in purchasing a particular property with owner financing, or if you need help restructuring your note because you can’t sell it, this is the option for you. If I end up buying a note, engineering a trust, or I am involved in some other professional capacity in your transaction, then I may be able to refund your initial fee.
Evaluation & Report ($597): This is a one-time fee that covers an in-depth professional evaluation of your personal situation. At the end of our time together, I will provide you with a customized Seller Financing Report detailing your options as a seller, and my recommendations based on your particular needs and objectives.
There are several owner carry strategies, and I help you choose the one that will work best for you in your unique circumstances. You can take this report and use it to launch a conversation with your CPA , attorney, financial planner and family members.
Comprehensive ($1,497)*: If you’re like most people, the report isn’t quite enough, you’ll want me to be involved to make sure everything comes together properly:
- help you advertise your property
- help you interview and choose a Realtor that understands seller financing
- evaluate offers that come in and underwrite buyers
- consult with all parties involved and negotiate on your behalf, either directly or indirectly (for instance, if they don’t have the down payment you were looking for, or won’t pay your desired interest rate, I will work with everyone to see how we can compensate and still get a winning transaction put together)
- coordinate with the closing agent to make sure the notes are drafted properly
The way you put your deal together will make all the difference. You need to know how to maximize your benefits now and into the future, and how to mitigate/reduce your risks. * Additionally, I will require that the Buyer pay 1% of the loan amt ($10,000 max) as part of their closing costs for my services.
Platinum Red Carpet ($3,997)*: This is for those sellers who want me to handle some things in person, like I could if you were in my backyard. Cover all expenses, and I’ll spend a couple of days getting you up and running and comfortable with whatever you need. This super deluxe service option lets you sit back and relax while I take care of business.
A recent client flew me up to his Seattle Estate. While I was there, I personally evaluated his property, took some video perfect for YouTube (people like to know the inside story, it helps things sell), and interviewed several real estate agents in the area.
I was also able to spend a lot of time talking with my client, which helped me better understand what he really wanted and needed from the property to be able to move on to the next chapter in his life. Sometimes we get stuck on things that really aren’t in our best interest, but until someone starts digging around and asking uncomfortable questions, we aren’t aware of it.
We can also do a Property Launch to attract more attention to your property:
- create a customized website or blog specifically for your property
- spin off several short ‘viral videos’ to plaster your property all over the internet
- get on a local real estate radio show and talk about it
- orchestrate a press release or article in a local newspaper
- and pretty much whatever else we can think of . . . there are always new marketing ideas coming up
* Additionally, I will require that the Buyer pay 1% of the loan amt ($10,000 max) as part of their closing costs for my services.
[My services do not include the actual ‘closing’ of your transaction, unless we are setting up an Equity Holding Trust. You will still need to use escrow, title or an attorney to close your transaction depending upon the customary closing agent in your state.]
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Sign up for ‘Seller Financing on Steroids.‘ It will answer many of your questions before you write or call. It’s a great way to get some of my expertise without paying for my time!
