Note Investing Consulting
Don’t Make a Five-Figure Note Decision Alone.
Whether you’re buying a note, creating one with seller financing, or selling the one you hold — spend an hour with an investor who’s been on every side of these deals since 2010, and leave with a clear next step.
What is note investing consulting?
Note investing consulting is a paid one-on-one session with an experienced mortgage note investor who reviews your specific deal, due-diligence question, or note strategy with you. At JKP Holdings, consulting sessions are run by Dave Putz, an active note buyer who has purchased hundreds of mortgage notes since 2010. Sessions cost $100–$200 per hour (phone or screen-share) and cover note due diligence, stuck workouts, seller-financed note creation, selling a note you hold, and bid-calculator or workflow help.
Whichever side of the note you’re on
💼 Note Buyers
You’re evaluating a tape or a single asset and want a second pair of eyes before real money moves.
- Due-diligence review before you commit
- Stuck workouts, exits, servicing transfers
- Bid math, tape headers, calculator help — live on screen
🛠️ Note Creators / Seller-Finance
You’re carrying back or structuring a seller-financed note — and how you build it today decides what it’s worth to a buyer tomorrow.
- Structure the note so it’s actually sellable later
- Terms, documentation, and servicing choices buyers look for
- The mistakes that quietly cost creators at sale time
🏷️ Note Sellers
You hold a note and are thinking about selling — before you take the first offer, understand what you have.
- What your note is really worth, and why notes sell at a discount
- What buyers will ask for — get ahead of it
- Start with the free Note Validation System, then bring the results to a session
Also common: operators and servicers with process or vendor questions, and investors who just want their spreadsheet or workflow fixed on a screen-share. If it touches a note, it fits the hour.
How it works
1 · Pick your time & format below
Real availability, straight from the calendar — phone call or screen-share, both a full hour, one-on-one with Dave.
2 · Checkout takes a minute
Complete checkout and the slot is yours — you’ll get a confirmation immediately. No email tag, nothing to wait for.
3 · Show up with the real thing
Bring the actual deal, tape, doc, or spreadsheet. The hour is yours — no pitch, no upsell script.
Choose your session
Most investors book the screen-share so Dave can look at the actual tape, docs, or spreadsheet with you; the phone call covers judgment questions you can talk through.
Phone Call — $100
Screen-Share — $200 MOST BOOKED
You might be wondering whether one hour can really move a five-figure decision. That’s the same doubt one client booked with — one note, one due-diligence question — and Dave had researched the deal the day before the call. Come with the real thing and the hour works.
What Our Clients Say
Questions people ask before booking
What should I bring to the session?
The real thing. The tape, the deal docs, the servicing statement, the spreadsheet — whatever your question lives in. The more concrete you come, the more you leave with.
Will you tell me if my deal is good or bad?
Dave gives you his honest read, his experience with similar situations, and the questions he’d be asking — but the decision stays yours. He won’t rubber-stamp a deal “good” or “bad” (see the disclaimer below), and that’s exactly why the advice is worth having.
What happens right after I pay?
Your slot is confirmed immediately — you pick the time right on this page, checkout takes a minute, and you’ll receive a confirmation. Nothing to wait for, no email tag.
Which format should I pick?
If your question lives in a document or spreadsheet, book the screen-share. If it’s a judgment call you can describe out loud, the phone session covers it.
I’m creating or selling a note, not buying — is this for me?
Yes — both sides are regular sessions. Creators: how you structure a seller-financed note today decides its value to a buyer tomorrow, and an hour before you write it beats an appraisal haircut after. Sellers: run your note through the free Note Validation System first, then bring the results — you’ll know what you hold before anyone makes you an offer.
I’m brand new — is this too advanced for me?
New investors are half the calls. “Check my due diligence before I buy” is the single most common session — and the cheapest insurance a first deal can have.
One hour. Your deal. A clear next step.
Pick your time above, check out, and come with the real thing.
