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The Note Investor PodcastAuthor: Dan Deppen
The Note Investor Podcast will guide you through the ups and downs of note investing, and teach you about all of the nitty gritty details of the business that other people won't talk about . Your host, Dan Deppen is a former aerospace engineer and product manager who transitioned away from cubicle life to full time note investing in 2018. Our website is www.fusionnotes.com, where you can subscribe to this podcast, comment, and find links to other information on note investing. Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How I'm using AI to buy notes
Episode 154
Tuesday, 3 November, 2026
Note buying can pay outsized returns, but most of the work is admin: chasing tapes, filtering loans, pulling property data, pricing offers and following up. Over the last couple of months I've gone all in on using AI to take that admin off my plate. In this episode I walk through exactly how I'm using it to buy notes right now. I use a recent Texas seller tape as the example. I sent Claude the email, it downloaded the tape, checked every loan against my written buy box, pulled Google Maps photos, values and crime data, gave me a first risk grade and required return, priced the offers with servicing, onboarding, recording and broker fees built in, and drafted my reply. What used to take an hour or two took a few minutes. I also get into how I've been training Claude to grade risk the way I do, using county records to map who is originating and buying seller finance notes, and how we're testing all of this with the current Note Accelerator cohort. You still have to know what you're doing. If you don't, AI just helps you make mistakes faster. Write your buy box down first. AI can't follow rules that live in your head. AI is great at the admin: filtering tapes, pulling data and doing the pricing math. It doesn't replace judgment, relationships, negotiating or that sense that something doesn't smell right. The gap between investors who use these tools and those who don't is going to get a lot wider. Interested in the next Note Accelerator cohort (starts in January)? Email me at dan@fusionnotes.com Note training: www.notelaunchpad.com Note buying: www.fusionnotes.com Note origination and underwriting: www.calltheunderwriter.com Mortgage broker / DSCR servicers in TX, SC and CO: www.callthemortgageguy.com
