Below you will find several materials that we have created when sourcing and funding Delinquent Debt. Please click on its document's title for a document that can be downloaded and used.

1- MASTER CONSULTANT REFERRAL AGREEMENT. This is the agreement between us (the Master Consultant) and you (the referral representative).

2- NON-CIRCUMVENTION AGREEMENT. This is the agreement between first and second party in reference to the third party.

3- EXECUTIVE SUMMARY EXPLANATION OF DATA. This document explains the type of information that needs to be gathered for your debt portfolios.

4- A PROFILE OF DELINQUENT DEBT. This document outlines the different debt income streams by category.

5- DELINQUENT DEBT PORTFOLIO SUBMISSION WORKSHEET. This is the worksheet that the referral representative needs to complete in its entirety from the debt holder, which is then given to us (the Master Consultant) to source a funder for the bad debt.

6- PORTFOLIO REQUIREMENTS. These are our (as the Master Consultant) requirements for all portfolios submitted to us for reveiw and eventual sourcing of a funder.

7- DEBT BUYER'S GUIDELINES. This form gathers all the information abnout what type of debt a funder (buyer) is looking for.

8- DATA FIELDS. This document highlights very specifically, what information is required per debt instrument.

9- PERFORMING PORTFOLIO SUBMISSION WORKSHEET. This is the worksheet that the referral representative needs to complete in its entirety from the debt holder, which is then given to us (the Master Consultant) to source a funder.

10- MORTGAGE NOTE SUBMISSION WORKSHEET. This form gathers information on the note seller and the real estate being sold.

11- BUSINESS NOTE SUBMISSION WORKSHEET. This form gathers all the information on the type and location of the business and its note to be sold.

12- PROSPECTIVE & FOLLOW-UP CLIENT LETTERS. Included in this document are letters that can be used and/or modified when approaching possible debt holders like bankers and retailers, as well as a follow-up letter that can be used.

 


   
 
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