Who We Are

Legacy Note Advisors works directly with mortgage note holders nationwide to evaluate residential mortgage notes secured by real property. Our role is to provide a clear, confidential, and professional path from initial review through closing.

Our approach is centered on clarity, transparency, and respect for every transaction. We understand that selling a note is an important financial decision, which is why we prioritize clear communication, flexible solutions, and secure third-party closings.

Mortgage note acquisition is our sole focus. We are dedicated exclusively to helping note holders convert future payments into immediate liquidity through a clear, efficient, and well-managed process.

A professional handshake between two people sealing a mortgage note agreement in a modern office.
A professional handshake between two people sealing a mortgage note agreement in a modern office.
Transparent process, quick payout.

J. Smith

"

At Legacy Note Advisors, our work centers on the careful evaluation and acquisition of mortgage notes secured by real property. We collaborate directly with note holders to review each opportunity individually, ensuring that every transaction is approached with diligence, discretion, and clarity.

Our process involves assessing note performance, property value, and underlying documentation to structure purchase options that align with both the seller’s goals and sound investment principles. When a transaction moves forward, closings are coordinated through licensed third-party servicing or title professionals to ensure a secure and compliant process.

Every note is different, and our work reflects that understanding — providing thoughtful solutions rather than one-size-fits-all outcomes.

Close-up of hands exchanging signed mortgage documents in a well-lit office.
Close-up of hands exchanging signed mortgage documents in a well-lit office.
Recent Deals

"We weren't sure that we wanted to sell our note but thought it was the best decision for us." We had no idea how the process worked and were very pleased that you made the process very easy for us and we had our money within a few weeks, we couldn't be happier. Thanks again for all of your help"!

Jeff & Anita Ferguson (Kansas City, MO)

We really were hoping that we could keep our note but we were in need of some money for an emergency that came up. We were happy to hear about the partial purchase option. It worked great for us. We were able to get the money we needed and we will get our note back in the future. You guys made the entire process very easy and smooth and we received our money in just a couple of weeks. Great work!"

John & Vicky Anderson (Marietta, GA)

Our Direction

Our focus is dedicated exclusively to the purchase of mortgage notes. We work with note holders nationwide to evaluate liquidity options and structure transactions that align with individual goals, whether through a full sale or a partial purchase.

By maintaining a note-focused approach, we are able to provide consistent guidance, efficient execution, and a smooth closing process—supporting informed decisions and well-managed outcomes.

Our Work