Rick Allen & Brett Burky
Mortgage Note Investing Weekly
Mortgage Note Investing Weekly is a (30-minute tops) podcast covering everything that someone getting started in note investing would want to know. We run Paperstac (a marketplace for mortgage notes) we get a lot of questions from buyers and sellers and with our podcast, we cover the questions that come and share the answers with everyone. We cover strategies, tips & expert secrets to help you improve YOUR note-investing business.
Author
Rick Allen & Brett Burky
Category
Podcast website
Latest episode
Jul 10, 2026
Where to listen?
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Episodes
EP36: REO Systems for Mortgage Note Businesses 13.04.2021 28:48
Start Your Free Account Today: http://pstac.co/ytpod There is a system for every part of Rick and TJ's note business ( MWMfund ) and in this episode of the Paperstac podcast Rick breaks down his system for REOs. What do you need to have in place if you intend to take a house back as a REO? From having a team of contractors to lawyers to realtors - Rick has a solution for each step in the proc...
EP35: Tips & Tricks on Property Valuations (With TJ Osterman & Rick Allen) 09.04.2021 8:49
Understanding values is an extremely important part of the process of purchasing mortgage notes. In this snackable, Rick Allen and TJ Osterman breakdown their tactics for getting the correct value for their possible purchases. A lot of new factors are playing into the values and you as a note investor need to know how Rick and TJ use that in their own note business. 🛎️ For more mortgage note inv...
EP34: Submitting Bids on Mortgage Notes (Tactics for Success) 05.04.2021 9:52
Submitting Bids is one of the most important part of a successful transactions. There are ways to do with Sellers that will help you have your offers accepted. In this short snackable Rick breaks down his methods of submitting indicative bids with success. He also looks at the things you should do prior to submitting offers. 🛎️ For more mortgage note investing videos SUBSCRIBE to our channel: h...
EP33: Talking Notes & Servicing with Tim Griffith of FCI Servicing (Interview) 23.03.2021 40:25
Start Your Free Account Today: http://pstac.co/ytpod On this episode we had the pleasure talking with Tim Griffith and getting to learn from all of his knowledge about servicing and note investing in general. All of the questions we've always wanted to ask of a servicer were answered on this call. If you're looking to learn more about servicing be sure to tune in for this podcast. Learn...
EP32: Mortgage Note Arbitrage & the Future of the Industry (Interview) 16.03.2021 39:30
Start Your Free Account Today: http://pstac.co/ytpod On this episode we had the pleasure talking with Dave Van Horn and getting to learn from all of his knowledge that he has gathered over years of investing in real estate and investing in mortgage notes . Learn his strategies for arbitrage to fund deals. 🛎️ For more mortgage note investing videos SUBSCRIBE to our channel: https://pstac.co/subscr...
EP31: Loss Mitigation Strategies for Your Note Business 05.03.2021 29:18
Purchasing a note is just the start of the journey most times. If in the case you need to do a workout strategy with the borrower, you will need some sort of loss mitigation process along the way. On this episode of the Paperstac Podcast, Rick Allen breaks down his process of how he best handles all aspects of a workout strategy. Whether you're doing a Deed in Lieu of Foreclosure or you are...
EP30: A Lawyers Perspective on Investing in Mortgage Notes with Erin Quinn 26.02.2021 46:27
Investing in mortgage notes comes with risks as all investments do. Some of those risks involve legal risks and being able to know the best way to proceed if there is ever a need to foreclose. On this episode of the Paperstac Podcast , we talk with Erin Quinn of Quinn Legal, P.A. about the important things you need to know as a note investor when it comes to legal matters. We go over some of the...
EP 29: Mortgage Note - Importance of Historical Pay History (Snackable) 19.02.2021 5:30
Investing in Mortgage Notes has certain due diligence processes you should follow for each mortgage note you're evaluating. Knowing the importance of the historical payment history is one of those items. Your goal is to get a full picture of the story of the borrower. Payment history is the best way to fully understand the specifics of your investments potential for consistent payments. If...
EP28: Find a Mentor for Your Mortgage Note Business (Snackable) 12.02.2021 6:20
Finding a mentor can be difficult but Rick breaks down some of the ways it can be done. You can go the route of doing it through getting educated and leaning on those leaders for guidance. You can do JV deals and put up the money to learn and earn some money at the same time. You can also jump into a lot of the Facebook groups that are very active and very willing to share their knowledge. If you...
EP27: Infinite Banking and Jamie Batemans Journey into Note Investing (Interview) 06.02.2021 25:06
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we have our first interview with Jamie Bateman. We dive into his journey of how he has grown so fast in the note business in the last 3 years. Coming from the real estate rental space he had experience in the real estate world and a number of years ago decided to jump head first into the note s...
EP26: The Importance of Choosing Your Loan Servicer (Snackable) 15.01.2021 6:35
Get Your Free Paperstac Account Today: https://pstac.co/podcast Choosing your Servicer is a very important part of setting up your note business for success. In this short snackable, Rick Allen breaks down the process he uses to choose the right Servicer for your investing strategy. This is great insight into anyone that has yet to find a Servicer and needs help in deciding whom to go with. 🔈 SPE...
EP25: Feature Update and Setting Goals for Your Note Business 08.01.2021 20:49
Get Your Free Paperstac Account Today: https://pstac.co/podcast Welcome to 2021 - let's make this a better year. In this episode of the Paperstac Podcast we talk about the future of Paperstac and our newest feature called My Feed. Rick summarizes what every note investor should be doing in the new year. The process of how to keep your pipeline filled and how to make 2021 a more successful yea...
EP24: A Happy Holidays Message from the Paperstac Team 23.12.2020 1:41
Get Your Free Paperstac Account Today: https://pstac.co/podcast This is a very short episode where we introduce a special change to the website that is coming on Christmas day. Happy holidays to everyone and let us know about what you think of the new feature. 🔈 SPEAKER : Rick Allen & Brett 👉 Checkout our podcast: https://pstac.co/podcast_on_youtube 👉Checkout our Snackable Series: https://...
EP23: Case Study of taking a note back and exiting with a Foreclosure 18.12.2020 21:35
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast Rick Allen breaks down a recent deal MWMfund bought and how they took a 1st position note with a 2nd on it and walked it through to a foreclosure. Rick gives the different strategies that could have happened and why it ended in a foreclosure. The goal of this episode is to always know your exit...
EP22: Mortgage Note Case Study of an Excellent Exit 11.12.2020 23:06
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast Rick Allen breaks down a recent trade on the Paperstac platform and how Rick helped a buyer take what seemed like a base hit note investment and turns it into a home run deal. There are always different ways to look at notes and knowing how to use multiple exits to see things that other invest...
EP21: Forecasts for the Note Business with TJ Osterman (Educational purposes only, not licensed RIA) 01.12.2020 32:47
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast TJ Osterman is taking the place of Rick Allen this episode to talk about all of the research he is doing in the mortgage note field. TJ Osterman talks about the forecasting of the stimulus and the possibilities of it coming a bit late for some people that might be in a tough situation. With the...
EP20: Things You Need to Before You Purchase Your 1st Note 20.11.2020 25:04
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we breakdown the things you need to do prior to purchasing your first note. From funding setup to servicing we cover it all. Get your pen and paper out if you’re a new note note investor. Follow us on Social Media: Facebook - https://pstac.co/facebook Twitter - https://pstac.co/twitter Linkedi...
EP19: Setting Up Systems for Your Note Business 30.10.2020 17:05
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we breakdown the systems Rick uses in his note business for after he purchases a mortgage note. Everything from the loss mitigation process to the boarding of the loan. This is how the MWMfund is able to manage hundreds of loans and still keep growing. Learn their system for managing their mort...
EP18: How to Go From 1 Note to a Portfolio Over 100 23.10.2020 31:40
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we breakdown how to successfully go from a single note purchase to running a portfolio over 100+. Rick Allen breaks down the details needed to create the systems and the resume to go from beginner to full blown professional note investor. There are many steps along the way you'll to learn...
EP17: The Critical Documents You Need in Your Due Diligence & What to Look For 16.10.2020 28:51
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we breakdown the important documents you need to do your due diligence successfully. Learn all of the details of the BPO and other ways of pulling value. Learn the strategies Rick uses to verify values for the BPOs. Other documents we breakdown are the importance of the O&E report, title...
EP16: Going From a One Trick Pony Note Investor to Experienced Investor 09.10.2020 26:05
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we dive deep into the evolution of going from being a real estate investor to an experienced note investor. Rick breaks down his and TJ's journey from strictly trying to take the house back to trying other tactics that added that much more to their investor knowledge. Learn how with one...
EP15: How to Broker Deals Correctly & Successfully 02.10.2020 23:41
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we breakdown how to successfully broker notes on the Paperstac platform as well as how to do brokering in general. There are a number of things to make sure you're successful in brokering the proper way and not in a bad way. Get ready to learn about brokering and note investing on this epi...
EP14: Everything You Need to Know About Seller Financed Notes 11.09.2020 31:59
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we get in the weeds on Seller Financed notes. Covering everything from origination and what you should do to how to run your due diligence on them for when you are wanting to purchase notes. Seller Financed notes are a great way to find assets that others haven't seen. If you are looking f...
EP13: The Power of Yield Stacking & How You Can Accomplish It 09.09.2020 31:59
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we bring you our newest method of making an impact in the note industry and that is through the power of Yield Stacking . You'll learn how to take one yield and add an extra 10% over the top of it. Basically you're hacking your own "Rule of 72". This is going to be a big dea...
EP12: Breaking Down the Mid Year Market Numbers 28.08.2020 22:54
Get Your Free Paperstac Account Today: https://pstac.co/podcast In this episode of the Paperstac Podcast we about the 2020 mid year market report. Where we break down the effect of COVID-19 on the mortgage note industry . Sit back and take some notes on this addition of the Paperstac Podcast. Follow Us on Social Media: Facebook - https://pstac.co/facebook Twitter - https://pstac.co/twitter Linke...
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