We Simplify the Note Management Business

Note Rules offers note investors a simple but effective way to ensure they have the foundation and systems to grow.

The Challenges

Note Investors, Can You Relate?

You’re a New Investor But….

  1. You don’t feel confident in your ability to grow
  2. You feel like you’re wasting time
  3. You lack clarity on what to do 
  4. You wonder why you got into this business in the first place

You’re an Existing Investor But….

  1. You know you need more investors and deals
  2. You’re struggling to scale
  3. You can’t keep track of your contacts
  4. You don’t have time to manage your growth

Rarely do investors have sufficient deal flow and money simultaneously. Managing these two growth vectors AND a note business can be completely overwhelming.

Now, There’s a Solution

Note Rules meets you where you are so you can get to where you want. All from one platform, Note Rules helps:

New Investors

  1. Streamline your organization/workflow
  2. Gather & organize your information
  3. Prioritize tasks
  4. Access your data any time (cloud, mobile)

Growing Investors

  1. Automated outreach messaging
  2. Generate transfer documents
  3. Servicer data connection 
  4. Team task management

It’s Time to Change The Way You Manage Your Investments

Schedule a call with our team to see a personalized demonstration of our technology so you can manage your growth and your business from one dynamic platform.

How it works

Introducing Your Pathway to Scale

Are you managing more than three notes? Then it’s time to organize! When you sign up for Note Rules, we help you automate the basics so you can focus on growth.


Schedule a Demo

Schedule a no obligation demo and we’ll show you how the system works. You’ll get 30 days free to evaluate how this system will impact your business.


Organize & Store

Now, it’s time to get the basics out of the way. We streamline how your data is stored, where to put everything and make it easy to access important information when you need it.



With an automated data and task management system, it’s time to scale. Note Rules assists in all areas of your growth:

  • Lead Flow
  • Transactions
  • Status Reporting



Note Rules is here to grow with you. As you add on more and more clients, we have specific features tailored to your needs. Upgrade with other automation features, Zillow valuations, and more.

Find a plan that works for you!

The Note Rules Platform

Features at Your Fingertips


- Provide simple marketing automation
- Send emails, texts, letters, postcards

Generate Note Transfer Documents

- Reduces documentation rework
- Create documents immediately

Note Team

- Assign tasks, track checklists, chat
- Streamline communication

Servicing Data

- Payment and servicing integration
- Track key data and metrics

One Platform, Endless Benefits

Administrative headaches are one main reason why investors struggle to scale. Beyond making management a breeze, Note Rules offers investors the ability save time, generate passive income, grow with confidence and spend more time doing what they love.


Passive Income

Grow with Confidence and Ease

Spend More Time on What You Love

Do more of what you love and leave the rest to us.

Ready to get started?

Have questions?