Shante Duffy recently joined the Call The Underwriter team! In this podcast episode, Dan sits down with Shante Duffy to talk about her journey in real estate investing and loan servicing. From starting as an administrative assistant to managing assets, Shante shares how her career has evolved and what inspired her to join Dan’s team to learn the underwriting process. Together, they dive into the key differences between loan origination and servicing—touching on compliance, borrower interactions, and the challenges of managing loans throughout their lifecycle. Shante also reflects on her experiences in the note investing space and looks ahead to exciting plans for team growth, including expansion into non-QM lending and licensing in new states.

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

In this podcast, Dan was joined by Chris Larson of Next Level Income. They discussed the current real estate market conditions and Chris shared his extensive experience in real estate investments, including his portfolio of properties and insights on market cycles. They explored opportunities in creative finance and hard money lending, while Chris provided analysis of current market trends and economic indicators. The conversation concluded with discussions about various real estate sectors, including senior housing, car washes, and commercial properties, with Chris offering strategic advice for navigating the current economic climate.

Connect with Chris: 

Email: [email protected]

LinkedIn: in/nextlevelincome

Website: www.nextlevelincome.com

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

The meeting featured an interview with Dave Seymour, star of A&E's Flipping Boston. He shared his journey from working-class immigrant to successful real estate investor, highlighting his financial struggles and eventual path to real estate education and investment. Dave discussed his experiences in multifamily real estate, including his work on a reality TV show and the challenges of the COVID-19 pandemic's impact on the market. The conversation concluded with discussions about teaching and documenting investment strategies, and the importance of serving people in real estate.

Connect with Dave: 

INFLATION NATION: https://legacyalliance.link/Pod-Inflation-Nation

FREE Multi-Family Masterclass: https://legacyalliance.link/Pod-Multi-Family-Class

Website: www.freedomventure.com

LinkedIn: daveseymour343 

YouTube: @legacyallianceclub

X (Twitter): @daveseymour343

Instagram: @daveseymour343

Facebook: @daveseymourlive

Email: [email protected]

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

Trystan has flipped over 20 properties, managed up to 9 rental doors, and used various financing methods including seller financing in the past four years after transitioning from a 20-year career in technology. He appreciates seller financing as a creative option where sellers can become the bank, though he notes it's not suitable for all sellers and emphasizes the importance of conducting deals ethically, using the test of whether he'd want the same treatment for his family members.

Connect with Trystan: https://midlifetomillions.com/

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

In this podcast, Dan interviews Dave Dubeau, a Canadian real estate investor who shares his journey from starting over with no credit to becoming a successful capital raiser and podcast host. Dave discusses his approach to real estate investing and his current focus on helping syndicators and fund managers raise capital from accredited investors through his Property Profits Real Estate Podcast. The conversation explores various strategies for leveraging podcasts for personal branding, content creation, and networking, including the use of AI for content repurposing and the importance of maintaining business knowledge while utilizing automation tools.

Learn more from and connect with Dave Dubeau:

Connect with Dave on LinkedIn: https://www.linkedin.com/in/davedubeau/

Free ebook on getting 20 accredited investor meetings per month: https://20accreditedinvestorsbook.com/

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/ 

Are you Ready to work with Dan to learn how to invest in notes yourself? 

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

David Kahl, a South Carolina real estate investor, shares his journey from traditional flips and rentals to building a portfolio of owner-financed notes starting in 2017. In this episode, David breaks down his strategies for acquiring and financing properties using seller financing and private money. He also discusses how he manages notes, including the risks and rewards of subject-to deals, wrap loans, and effective marketing tactics for sourcing deals. The conversation wraps up with insights on the current landscape of real estate investing—highlighting the importance of local investor associations for connecting with private lenders and note buyers.

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

In this episode Hans shared his journey from academia to real estate investing, focusing on his experiences with wholesaling properties and transitioning to creating notes and investing in properties subject to existing loans. The discussion covered various aspects of real estate investing, including the importance of building trust with sellers, understanding motivated seller characteristics, and navigating sub-2 deals and their complexities. Hans and Dan explored different investment models, including contract for deeds and mortgages, while discussing challenges like insurance issues and the process of converting land contracts to mortgages.

Learn more from Hans:

Sub2Investor YouTube channel - https://www.youtube.com/@sub2investor

Sub2Investor Website -  https://www.sub2investor.com/

Email - [email protected]

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

Dan interviews Dee Simpson, a transaction coordinator, to discuss her background and the role of transaction coordinators in real estate, including their responsibilities in managing and facilitating transactions after contract execution. They explore common mistakes investors make when reviewing documents and working with vendors, emphasizing the importance of thorough contract reading and legal consultation. The conversation delves into the complexities of land contracts versus mortgages, including legal challenges and regulatory restrictions, while also covering subject-to deals and the role of servicing companies in managing payments and providing paper trails.

To engage with Dee on your next creative deal, go to: https://coordinatedconnect.com/  or send her an email at: [email protected].

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

In this episode, we sit down with Dave Friedman, a seasoned real estate investor, as he shares his journey from building a rental portfolio to transitioning into property flipping and creative strategies like seller financing. Tune in to hear the lessons he’s learned, the challenges he’s overcome, and how he’s adapted his approach to maximize returns in today’s market.

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com

This podcast is a replay of a webinar from 5/23/25 where I discussed 10 aspects of underwriting new seller finance loans that you may not have considered.

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com