Jump CYA Authorization To Release Form


Description

In this lesson, I’ll show you exactly how I handle a new seller lead that comes in through my Investor Carrot website — from first contact all the way to determining if it qualifies as a Jumping Loan deal. You’ll see me take the lead information, plug it into my Mini P.I.S. (Property Information Sheet) Card, and quickly break down the property details, loan terms, and cash flow numbers. You’ll also learn how to verify ownership, estimate after-repair value (ARV), calculate rent potential, and run your “Pay Me First” formula. By the end, you’ll know how to evaluate any incoming lead in just minutes and decide whether it’s worth pursuing — before you ever step foot in the house.


Key Takeaways

  • Your Investor Carrot website collects leads 24/7 — no need to chase phone calls.

  • Always transfer website data onto your Mini P.I.S. Card to organize leads.

  • Verify that the seller is the actual property owner before proceeding.

  • Focus on neighborhood quality and property type — solid buy-and-hold areas work best.

  • Analyze the seller’s loan: look for low, fixed-rate loans (around 3–4%) with manageable payments.

  • Use the Pay Me First formula: rent – taxes – insurance – repairs = max debt service.

  • If the principal and interest payment is under that number, it’s a good deal.

  • Sellers often understate how far behind they are — if they say 4 payments, expect 8.

  • Keep your process simple, fast, and repeatable for both you and your closing team.


Action Steps / Exercises

  1. Set Up Your Website: If you haven’t already, activate your Investor Carrot site so seller leads flow directly into your inbox.

  2. Mini P.I.S.S. Practice: Take a sample lead (real or mock) and fill out a Mini P.I.S.S. Card completely.

  3. Ownership Check: Visit your county PVA or property records to verify that the seller on your lead actually owns the property.

  4. Run the Numbers: Use the “Pay Me First” formula on a property in your area — calculate rent, subtract taxes, insurance, and repairs, and determine your max allowable debt service.

  5. Neighborhood Test: Research the property’s location on Google Maps or drive by. Ask: “Would I buy and hold here long-term?”

  6. Red Flag Review: Write down three signs a property might not qualify (e.g., high repairs, adjustable loan, bad area).