Course 7

Consumer Financial Products

An Introduction to the Notes and Cash Flow Industry

Consumer-Related Products and the Cash Flow Industry

Note brokering is a specialized segment of the cash flow industry that focuses on helping individuals and businesses liquidate financial assets such as mortgage notes, business notes, structured settlements, and other income streams. For factoring brokers, this industry represents an exciting opportunity to expand services and provide innovative financing options. Many business owners already hold these types of assets, often as part of real estate investments or business sales, making them valuable resources for accessing quick capital.

A Natural Fit for Factoring Brokers
Factoring brokers often work with clients seeking cash flow solutions, and note brokering aligns seamlessly with this mission. By tapping into mortgage notes or other cash flow assets, brokers can help business owners unlock funds that are tied up in long-term payment structures. This liquidity can then be reinvested into the business to address urgent needs such as payroll, inventory, or expansion. Incorporating note brokering into your services not only broadens your value proposition but also helps your clients turn underutilized assets into strategic financial tools.

Course Classrooms

An Introduction to
the Cash Flow Imdustry

Learn more and understand all about discounting notes

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An introduction to this industry for brokers and consultants
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What You Will Need to Succeed in the
Notes Industry

Learn what you will need to invest for industry success

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What is required to operate successfully in notes and cash flows
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Mastering
Financial
Calculator 101

An absolutely required tool when purchasing private notes

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Learn how to discount mortgage notes and other obligations
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Websites and Essential Basics
for Success

Your most essential tool for success as a Cash Flow Note Broker

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Easy to setup options for all types of Cash Flow Brokers and Consultants
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Discount Mortgage
Notes and Note
Brokering

Learn more and understand all about discounting notes

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One of the most popular home businesses in the Cash Flow Industry
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Discount Mortgage
Notes and Note
Investing

Learn more and understand all about discounting notes

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One of the most popular home businesses in the Cash Flow Industry
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Brokering
Structured
Settlements

Learn about brokering opportunities in specialized annuities

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Excellent opportunity for brokers operating in the Cash Flow Industry
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Inheritance
Cash Advances

A method of finance and accessing cash from an inheritance

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A powerful tool when a consumer's cash is tied up in probate
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Vegas-Styled
Lottery Cash Outs

Develop your knowledge in this specialized area of annuity discounts

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A relatively unknown opportunity for Cash Flow Consultants
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Legal Award
Cash Advances

A method of accessing emergency cash in accident litigation

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An under-the-radar method of accesssing cash from lawsuits
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Life
Settlements

Typically used for "seniors" when insurance is not needed

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Insurance licensing is required by most states for this unique product
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Collectible Loans
& Cash Advances

A method of generating emergency cash with certain collectibles

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Learn how to access emergency client cash with collectibles
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