3 Volumes · Complete System · $29 Each

Broker private money loans.
Keep $4K–$15K per deal.

No NMLS license. No warehouse line. No prior deals required. Three playbooks covering every step — from legal launch to full borrower acquisition pipeline to getting deals funded and paid.

Choose Your Volume See what's inside
38 green states
$2,500 launch budget
90-day first deal target
Instant PDF delivery
Fix & Flip Loans·DSCR Loans·Hard Money·Bridge Loans·38 States·No NMLS Required·$4K–$15K Per Deal·Wholesaler Partnerships·Borrower Acquisition·17 Verified Lenders· Fix & Flip Loans·DSCR Loans·Hard Money·Bridge Loans·38 States·No NMLS Required·$4K–$15K Per Deal·Wholesaler Partnerships·Borrower Acquisition·17 Verified Lenders·
Choose your volume

One payment. Instant access. $29 each.

Volume I launches the business. Volume II fills the pipeline. Volume III gets deals placed and paid. Buy one, two, or all three.

Volume I
Private Money Broker Playbook Volume I

The Business Launch Guide

Everything you need to legally launch and close your first deal — state map, lender panel, templates, compliance, and a 90-day startup plan.

✓ 8 parts covering the complete launch
✓ 38-state green / yellow / red map with statutory basis
✓ 17 verified lenders — top 5 Day-1 picks
✓ 10 ready-to-use templates (intake, consent, scripts)
✓ 3 fully worked deal examples with commissions
✓ 9 legal protection templates + E&O guide
✓ $2,500 launch budget breakdown
✓ 90-day first-deal execution plan
$500+
$29
one-time · instant PDF
Get Volume I
Volume II
Private Money Broker Playbook Volume II

The Borrower Acquisition System

12 chapters covering 9 lead channels — from wholesaler partnerships to cold outreach to content inbound. The pipeline-building operating system.

✓ 12-chapter borrower acquisition system
✓ 9 standalone acquisition channels ranked by quality
✓ Wholesaler partnership playbook (the #1 channel)
✓ Speed-to-lead 5-minute SLA system
✓ Cold call, email & DM outreach scripts
✓ Pipeline tracker template
✓ TCPA & CAN-SPAM compliance rails
✓ 90-day execution plan with weekly KPIs
$1,200+
$29
one-time · instant PDF
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Volume III
Private Money Broker Playbook Volume III

Deal Placement & Advanced Scenarios

The bridge between a borrower conversation and a funded commission — comparing term sheets, sequencing lenders, administering draws, and handling the deals that don't go according to plan.

✓ 8 chapters: term sheets, sequencing, draws, loan products, pivots, negotiation, troubleshooting, scripts
✓ Total-cost-of-capital term sheet comparison method
✓ 10 case studies across every major loan product
✓ Negotiation & troubleshooting scripts, ready to send
✓ Ground-up construction, multifamily & blanket loan mechanics
✓ BRRRR, cash-out refi & rescue loan playbooks
✓ 15 appendices: decision trees, checklists, SOP, sample docs
✓ Compliance reminders built into every chapter
$900+
$29
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Private Money Broker Playbook — Complete Bundle, All 3 Volumes
Best value

Get All 3 Volumes — Save $29

The complete series in one checkout: launch, borrower acquisition, and deal placement. Buy any 2 volumes and the value works out the same as getting the 3rd free.

$87 $58
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What's inside

Three volumes. Every operational layer covered.

Volume I — The Business Launch Guide
1

The Business

What this pays, why now, who should not buy it. The Sarah case study ($6,660, 60 days). Income trajectories: $60K–$300K annual range.

2

Is This Legal?

Business-Purpose Exemption in plain English. Federal compliance layer. 8 critical operating rules. Objections answered with statute citations.

3

The 50-State Map

Full 38 green / 3 yellow / 10 red classification with statutory basis. Advance fee laws, owner-occupancy traps, and usury ceilings mapped.

4

The Lender Panel

Top 5 Day-1 lenders. Full 17-lender database with compensation patterns. Excluded lenders and why. Submit deals from Day 1.

5

The Operation

10 ready-to-use templates: borrower intake, Section G consent, lender vetting, deal submission, 5 outreach scripts, 14-day follow-up. Tech stack: $43.78/mo.

6

Deal Math

Three worked examples: Texas fix-and-flip ($6,660), Ohio DSCR purchase ($4,160), Georgia DSCR cash-out refi ($4,650). Rate reference sheet.

7

Legal Protection

9 templates: attorney question bank, GLBA Privacy Notice, 7 website legal pages, FTC Safeguards Rule, breach response, broker agreement red flags, E&O guide.

8

Your Launch

First 7 days. First 30 days. First 90 days with 8 KPIs. LLC formation and bank account setup sequence. The discipline that turns one deal into a pipeline.

Volume II — The Borrower Acquisition System

12-Chapter System

Channel-by-channel operating playbooks. Setup, scripts, compliance, KPIs, and scaling triggers for every acquisition channel.

Borrower Acquisition Pyramid

Ranked lead sources from highest to lowest quality. Wholesaler partnerships at top, content inbound at base. Know where to invest day 1.

Wholesaler Partnership System

The #1 channel — cold outreach to preferred partner. Scripts, value proposition framing, and the referral agreement template.

Speed-to-Lead SLA

The 5-minute response system. Notification stack, pre-written responses, qualification script, handoff protocol. Get there first, every time.

Outreach Scripts & Sequences

Copy-paste scripts for every channel: cold call, email, social DM, in-person introduction, and multi-touch follow-up sequences.

90-Day Execution Plan

Weekly KPIs, daily activity numbers, operating rhythm dashboard. From "I just got my broker agreement" to "I have a funded deal."

Volume III — Deal Placement & Advanced Scenarios

Term Sheet Comparison

A total-cost-of-capital method that compares rate, points, fees, draw fees, and minimum-interest terms — not just the headline rate.

Deal Placement Sequencing

A 4-factor framework for which lender gets a file first, plus a full lender-archetype sequencing matrix.

Draw & Rehab Administration

How draw schedules actually work, an illustrative day-by-day draw timeline, and how to prevent the disputes that stall rehab deals.

Loan Product Deep Dive

Ground-up construction, small-balance multifamily, and blanket/portfolio loan mechanics — beyond fix-and-flip and DSCR.

Advanced & Pivot Scenarios

BRRRR bridge-to-DSCR handoffs, flip-to-rental pivots, cash-out refinances, and mid-rehab rescue loans.

Negotiation & Scripts

Actual email scripts for negotiating points, fees, extensions, and your own broker compensation, plus scripts for the harder conversations.

Troubleshooting & 10 Case Studies

A "what if" chapter for real emergencies, plus 10 case studies covering every major loan product and several deals that didn't go to plan.

15 Appendices

Decision trees, a borrower document checklist, a closing-day checklist, a rescue-deal intake form, and a full end-to-end deal placement SOP.

The deal math

Three real deals. Three real commissions.

Every number sourced from verified lender compensation tables.

Deal A
Texas Fix-and-Flip
Purchase
$185K
Loan
$148K
ARV
$255K
$6,660
Commission
Deal B
Ohio DSCR Purchase
Purchase
$208K
Loan
$166K
DSCR
1.25x
$4,160
Commission
Deal C
Georgia DSCR Cash-Out Refi
Value
$310K
Cash-Out
$232K
DSCR
1.30x
$4,650
Commission
Annual revenue trajectory
1 deal /mo
$60K–$120K/yr
2 deals /mo
$120K–$240K/yr
3 deals /mo
$180K–$360K/yr

Based on verified lender compensation tables. Results depend on effort, market, and file quality.

Frequently asked

Common questions

Do I need an NMLS license?+

DSCR and fix-and-flip loans are exempt from NMLS licensing in most states because they're business-purpose loans to investor entities — not consumer mortgages. However, 12 states require a mortgage broker license even for business-purpose DSCR origination. Volume I maps every one of those states with the specific licensing requirements.

Which volume should I start with?+

Volume I first — always. It confirms your state is green, sets up your legal structure, connects you to the lender panel, and gives you the templates to close your first deal. Volume II is the borrower acquisition system you layer on once you're operational. Volume III is what you read once you have a real borrower and a term sheet in hand — it's the deal-placement judgment that turns a lead into a funded, paid commission. Trying to run pipeline before you're structured, or negotiate a deal before you understand your lender panel, is how new brokers get in trouble.

Do I need prior real estate or finance experience?+

No. Volume I starts with the business model from first principles. The lender panel, deal math, and compliance framework are all explained without assuming prior industry knowledge. What you do need: $2,500–$3,000 to launch properly and the willingness to follow a structured 90-day plan.

What format do they come in?+

All three volumes are delivered as comprehensive PDFs via Gumroad — instant download after purchase. No drip schedule, no login required. You get the full document immediately.

Why $29?+

A single funded deal commission is $3,000–$15,000. A coaching program covering the same material runs $2,000–$5,000. These playbooks contain the complete operational system at a price that pays for itself 60x to 300x on your first deal. $29 filters out people who won't do the work. That's intentional.

Stop waiting.
Start brokering.

Every week without a lender panel is a week without a funded deal. The system is ready. $29 gets you started today — or save $29 with the complete bundle.

Get All 3 Volumes — $58
Get Volume I only — $29 Get Volume II only — $29 Get Volume III only — $29

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