ZimpleMoney

10/01/2026

The more loans and investors you manage, the harder it is to piece together your portfolio's success from separate spreadsheets and payment records.

To scale your lending operation, you need a clear view of principal and interest payments, outstanding balances, and the returns owed to each participating investor on each deal.

This gets tricky when different deals require unique formulas to calculate proper distributions and borrower payoff schedules, not to mention collecting payments from various platforms or by check or cash.

Learn how to keep your loan portfolio activity and investor returns organized as you grow your loan portfolio:

Learn how private lenders can track multiple loans, automate payments, and report investor returns accurately.

09/24/2026

The terms of your seller-financing deal shape not only the sale, but also your tax obligation...

Seller financing perks are numerous: flexibility around price, down payment, interest, payment timing, and long-term cash flow!

The way those deal terms are structured can impact how income and gains are recognized by the IRS, so before finalizing a seller-financed sale you should consider how the deal addresses:
• Down payment and purchase price
• Interest rate and repayment schedule
• Installment-sale timing
• Balloon payments and payoff expectations
• Documentation, payment records, and year-end reporting

So how do you get the right structure and track your seller-financed deal properly to avoid tax complications? Learn more here:

Learn how strategically structuring your seller financing deals ahead of time can result in simplified taxes and stronger returns.

09/17/2026

Subject-to deal investing is only as strong as the system you use to track the mortgage through payoff...

Sub-to means the existing loan stays in the seller's name, so investors need a consistent and transparent way to monitor the payment schedule, outstanding balance, escrow changes, communications, and payoff. This protects everyone involved in the deal.

Learn how to track subject-to mortgage loans with greater clarity from day one: https://zimplemoney.com/tracking-sub-to-mortgage-loans-to-payoff/?utm_source=facebook&utm_medium=social&utm_campaign=91726

Understand how subject-to mortgage loans work, due-on-sale risks, and the tracking needed to protect both the buyer and seller.

09/10/2026

With the right deal structure, creative financing can unlock real estate opportunities with potential returns beyond what investors find in traditional markets...

From seller financing to lease options and other creative financing structures, investors who think outside of the standard playbook can design terms that support their goals.

Learn how to evaluate a creatively financed real estate deal structure for return opportunities and decide whether the work required fits with your investment strategy: https://zimplemoney.com/keys-to-success-with-creative-financing-real-estate-loans/?utm_source=facebook&utm_medium=social&utm_campaign=9926

08/31/2026

🏠 Selling a home to a family member can keep wealth in the family, but don't skip proper deal structuring... or potentially face gift, financing, and relationship risks.

Even if a family member knows the home, don't skip these:

• Evaluating fair-market value
• Deciding if you want to "be the bank" using seller financing
• Considering whether a discounted sale or a gift of equity makes sense

Here's how to make your family home sale smooth for everyone involved:

Selling a home to a family member? Understand gifts of equity, financing choices, and how to track a family loan professionally.

08/25/2026

Thanks to everyone who attended our latest webinar! Missed out? No worries, access the replay ⬇️

ZimpleMoney's recent webinar with Nathan Turner details how to set up your seller-financed note with a valuable exit plan from the start.

08/19/2026

⏰ TOMORROW: Our free live webinar on exit plans for seller-financed notes starts at 1 p.m. ET / 10 a.m. PT! Register below ⬇️

Join ZimpleMoney CEO Ted Tekippe and seller-financing note expert Nathan Turner as they break down the exit options available for seller financing and share how to structure your seller-financed notes for long-term success.

Have a question? Submit it when you register and we'll cover it live during our Q&A!

Can't make it tomorrow? No problem: Everyone who registers gets access to the replay.

Register now!

Seller financing exit plans webinar from ZimpleMoney shows how to structure, track, and future-proof notes for stronger exit options.

08/13/2026

Thinking about selling your house privately to a friend? Before you float the idea to them, make sure you've asked yourself the right questions.

Asking yourself these questions can help prevent a good idea from becoming an awkward situation later.

https://zimplemoney.com/selling-a-house-privately-to-a-friend-7-questions-to-ask-before-you-close/?utm_source=facebook&utm_medium=social&utm_campaign=81326

Selling a house privately to a friend? These 7 questions help you structure and communicate through the process to sell with ease.

08/10/2026

How do you future-proof a seller-financed note? Join us for a free, live webinar on Thursday, August 20th at 1 p.m. ET / 10 a.m. PT 🗓️ with seller financing expert Nathan Turner of Earnest Investing and Diversified Mortgage Expo, to learn all about seller financing exit plans and how to make sure your exit plan works.

💡In this free webinar, you will learn:
• The best-case scenario for seller-financing exits
• How to design your exit strategy into your loan note at creation
• Ways exit plans fail and how to learn from other seller mistakes

If you're looking to better position your seller-financed loans for profitability and scale your loan portfolio with exit options in mind, then register now using the link in the comments!

08/05/2026

What do you do when the old process for managing seller-financed notes can’t scale anymore?

Ross Amato was running into exactly that problem at Dollar Land Store. Payments, balances, and records were all being handled the hard way.

With ZimpleMoney’s loan self‑servicing platform, Dollar Land Store centralized loan data, automated repayment schedules, and made it easier for borrowers to stay current.

The result is a system built for growth: better servicing with fewer manual touchpoints, for a portfolio that keeps on growing.

Read the ZimpleMoney Case Study here: https://zimplemoney.com/land-investor-grew-his-seller-financed-loan-portfolio-with-zimplemoney/?utm_source=facebook&utm_medium=social&utm_campaign=8526

Land investor Ross Amato grew Dollar Land Store’s seller‑financed loan portfolio by automating loan servicing with ZimpleMoney.