Education Hub
Learn the mechanics. Build the trust.
Plain-English guides on private lending, partnerships, and deal marketing — without giving legal advice.
Articles & guides
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Plain-English guides on private lending, partnerships, and deal marketing — without giving legal advice.
We are not attorneys. Everything here is educational. Consult your own counsel before acting.
Video library
Watch & learn
Deal sponsor interview: scaling a fix & flip portfolio
24 min
Deal walkthrough: 48-unit value-add reposition
18 min
Legal expert Q&A: staying off securities radar
31 min
Capital partner interview: what lenders look for
22 min
Downloadable templates
Start with a scaffold
Deal summary template.pdf
Private lending agreement template.pdf
JV partnership agreement template.pdf
Promissory note template.pdf
Due diligence checklist.pdf
Templates are educational. Attorney review required before use.
Glossary
Plain-English definitions
Private mortgageA loan from a private individual (not a bank) secured by real estate.
Promissory noteA written promise to repay a loan on stated terms.
Deed of trustA security instrument giving a trustee power to sell the property on default.
Joint venture (JV)A private agreement between parties to pursue a specific deal together.
Seller financingThe seller extends credit to the buyer instead of a third-party lender.