Buying notes is one thing; taking them through its life cycle takes a whole different skill. In this episode, Dan Deppen lets us in on some of the systems and processes that he uses in his notes business, particularly on the twelve stages of a note deal. He breaks down each of these stages and how he uses his CRM to track the status of a deal. By grouping notes in these stages, investors can get a nice dashboard view of the business at all times. Join Dan in this conversation as he takes you on a step-by-step guide on taking your note to the exit you desire while reminding you of some of the important things to think about during a particular stage on your note deal.

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