#127: The Role of Transaction Coordinators in Creative Finance Deals episode artwork

EPISODE · Jun 24, 2025 · 26 MIN

#127: The Role of Transaction Coordinators in Creative Finance Deals

from The Note Investor Podcast · host Dan Deppen

Dan interviews Dee Simpson, a transaction coordinator, to discuss her background and the role of transaction coordinators in real estate, including their responsibilities in managing and facilitating transactions after contract execution. They explore common mistakes investors make when reviewing documents and working with vendors, emphasizing the importance of thorough contract reading and legal consultation. The conversation delves into the complexities of land contracts versus mortgages, including legal challenges and regulatory restrictions, while also covering subject-to deals and the role of servicing companies in managing payments and providing paper trails. To engage with Dee on your next creative deal, go to: https://coordinatedconnect.com/  or send her an email at: [email protected].   Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/ Are you Ready to work with Dan to learn how to invest in notes yourself? COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com    

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#127: The Role of Transaction Coordinators in Creative Finance Deals

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This episode was published on June 24, 2025.

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Dan interviews Dee Simpson, a transaction coordinator, to discuss her background and the role of transaction coordinators in real estate, including their responsibilities in managing and facilitating transactions after contract execution. They...

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