Virtual Online Meeting!
If you’re creating or buying seller-financed notes, you already know the value of underwriting—but do you know what really makes or breaks a note in the eyes of regulators, buyers, and long-term investors?
This month, we’re excited to welcome Dan Deppen, founder of CallTheUnderwriter.com, a company dedicated exclusively to underwriting seller-financed and creative finance deals. Dan and his team help investors ensure their borrowers meet the 8 Ability-to-Repay (ATR) requirements under Dodd-Frank, protecting note creators from compliance pitfalls while also making their notes stronger, safer, and more marketable.
In this session, Dan will pull back the curtain on underwriting from his unique perspective “at the desk.” You’ll learn:
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The key elements that determine whether a seller-financed note passes or fails the underwriting test.
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How compliance with Dodd-Frank and the Safe Act impacts both legal safety and note resale value.
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Real-world examples of well-structured vs. problematic notes—and how you can avoid costly mistakes.
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Why proper underwriting isn’t just a regulatory checkbox, but a competitive advantage for seller-financers.
Whether you’re a note creator, investor, or simply curious about what goes into making a strong seller-financed deal, this is a session you won’t want to miss.