EPISODE · Sep 15, 2026 · 45 MIN
Q4 Note Buying Playbook: Capital Raising, Asset Managers & Marketing
from The Note Closers Show - The #1 Podcast for Note Investing
As Q4 approaches, banks and special asset managers become highly motivated to offload performing and non-performing mortgage notes off their balance sheets. If you want to capitalize on this upcoming surge of inventory, you cannot wait until January to start marketing—you must prepare your pipeline right now. In this episode of The Note Closers Show, host Scott Carson shares the 5 essential steps you need to take over the next 90 days to position your note business for maximum success. Whether you are balancing a full-time job, looking to scale your active deal flow, or raising private capital, Scott breaks down low-cost, repeatable action items to keep your funnel full and convert leads into deals. Key Topics Covered: Capitalizing on the Q4 Asset Surge: Why banks offload inventory between September and March, and how to position yourself to capture these discounted tapes. Budget-Friendly Local Networking: Using BNI groups and local real estate clubs to prime the pump, raise capital, and build referral networks—even in smaller or rural markets. Consistent Database Marketing: Why your database is your most valuable asset, how to avoid lost contacts, and why 80% of sales occur after the fifth touchpoint. Asset Manager Outreach & Re-engagement: Utilizing tools like LinkedIn and Octopus CRM to stay top-of-mind with secondary marketing managers and seller tapes. Targeting Niche Capital Sources: How to market directly to self-directed IRA investors and leverage foreclosure lists to source deal-level funding. REO & Note Exit Strategies: Evaluating wholesale deals versus owner financing, avoiding multi-party deal complications, and using RMLOs for regulatory compliance. Time Management & Consistency: Setting up automated daily workflows for busy investors juggling full-time jobs, local networking, and due diligence. Stop sitting on the sidelines hoping for deals to fall into your lap. Take control of your calendar, plant your marketing seeds today, and prepare your business for a profitable fourth quarter! Watch the Original Video HERE! Book a Call With Scott HERE! Sign up for the next FREE One-Day Note Class HERE! Sign up for the WCN Membership HERE! Sign up for the next Note Buying For Dummies Workshop HERE! Love the show? Subscribe, rate, review, and share! Here’s How » Join the Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest
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Q4 Note Buying Playbook: Capital Raising, Asset Managers & Marketing
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