Seller Advantage Finance Group

A Smarter Way to Sell Your Property Without Leaving Money on the Table

Whether you want a fast sale, steady monthly income, or help navigating a mortgage payoff, this platform guides you to the best options for your situation. You will understand the math, the protections, and the structure behind every offer without needing any creative finance experience.

How Creative Financing Works

Creative Finance Made Simple

Our creative financing education and tools are designed for everyday homeowners and real estate agents who want to understand seller financing, subject to deals, and creative finance solutions without being overwhelmed by confusing investor language.

Our tools will help you:

If you've ever thought "Can I even sell my house like this?" then you are in the right place.

Read common creative finance fears and solutions →

Who Can Use Creative Finance?

In almost every case, you can use creative finance even with an existing mortgage.

Most homeowners have never been told this, but you can usually sell your home using creative financing structures even if you still owe money on it.

With creative finance, the buyer either takes over your mortgage payment (known as Subject-To), you act as the bank for the full price (Seller Finance), or you combine both approaches (Hybrid) to maximize your payout.

Types That Require Extra Care:

Almost every other mortgage type is allowed.

What is Creative Finance?

Simple, Clear, Beginner-Friendly

Seller financing and creative finance are some of the most powerful and misunderstood tools in real estate. Instead of selling your home the traditional way through banks, inspections, repairs, and long approvals, creative finance lets you sell for full value while creating monthly income through investor-friendly terms.

Here's how seller financing and subject to deals work in plain English.

What Is Seller Financing?

Seller financing (also called owner financing) simply means you allow the buyer to pay you over time instead of getting a traditional bank loan.

  • You're not a landlord. You're not managing the home.
  • You're just receiving payments, the same way a bank would.

Why Sellers Choose Seller Financing

People choose seller financing when they want to:

  • Sell fast
  • Sell for their full asking price
  • Avoid repairs and inspections
  • Sell a home with low equity
  • Sell a home that "won't qualify" for a bank loan
  • Create monthly income
  • Collect interest payments that would normally go to a bank
  • Improve debt to income ratio
  • Avoid capital-gains taxes all at once
  • Avoid agent commissions
  • Work with buyers who can't qualify traditionally
  • Avoid foreclosure

Key Terms Explained Simply

These are the main terms you need to understand in order to do one of these deals.

Down Payment
Money buyer pays up front
Monthly Payment
Amount buyer pays each month
Subject-To
Buyer takes over existing mortgage payments
Seller Carry / Owner Finance
Buyer pays seller directly
Hybrid Deal
Mix of subject-to and seller carry
Term
Length of monthly payments before payoff
Balloon Payment
Final lump-sum payoff
Deed-in-Lieu Clause
Fast protection if buyer stops paying
First Position
First position refers to the primary loan tied to a property and it is always the loan that gets paid first. In most creative financing deals the seller's existing mortgage stays in first position and nothing about that loan changes because the bank continues receiving the same monthly payment on time. If a seller owns the home free and clear then their seller financed note usually becomes the first position loan because it becomes the main obligation secured by the property. If the buyer uses a lender to finance their down payment that lender will typically require first position status, which means the seller financed note then becomes second position. First position simply describes the loan that sits at the front of the line and must stay current for the deal to remain stable.
Second Position
Second position refers to a secondary loan that sits behind the main loan on the property and it only gets paid after the first position loan is satisfied each month. In creative financing this is usually the seller financed portion when there is still a bank mortgage in place, which means the bank stays first and the seller becomes second. Second position is also created when a buyer brings a lender for part of the purchase because that lender almost always takes first position and the seller financed note naturally follows. If a seller owns the property free and clear then they become first position by default and there is no second position at all unless an additional lender becomes part of the transaction. Second position simply means being next in line behind the primary loan while still being secured by the property.
Loan Servicing Company & Trustee
A licensed loan servicing company handles all monthly payments, collections, and payment distributions while keeping a neutral record. A trustee (attorney, trust company, or fiduciary) holds the deed inside a land trust to avoid triggering the due-on-sale clause. This professional structure protects both seller and buyer with transparency, accountability, and legal protection.
Seller's Agent (Listing Agent)
The real estate agent who represents the homeowner selling the property. They market the home, coordinate showings, present offers, and negotiate on the seller's behalf.
Buyer's Agent
The real estate agent who represents the buyer. They help find properties, explain contracts, review terms, and protect the buyer's interests.

3 Common Types of Creative Finance

These are the main ways sellers can sell their house without a bank. Each option works for different situations and different goals.

What it is: Subject-To means the buyer takes title to your property and starts making your current mortgage payments while the loan stays in your name. You no longer make the payment yourself - the buyer pays it for you as part of the agreement. This is a pure debt-relief structure where you are relieved of the payment obligation.

Key characteristics:

  • Your existing mortgage stays in place
  • Buyer takes over making your mortgage payments
  • You receive no additional monthly payments from the buyer
  • You receive no balloon payment
  • There is no separate seller-financed note

When this works best:

  • You have little or no equity
  • Your payment is too high for a normal sale
  • You want to move fast without doing repairs
  • You are behind or stressed about payments
  • You want the fastest and simplest debt relief option

What it is: Seller Finance means you act as the bank. The buyer pays you each month for the purchase price of the home instead of getting a loan from a traditional lender. There is no existing mortgage remaining on the property - either the home is already paid off, or your mortgage is paid off at closing.

Key characteristics:

  • No existing mortgage remains after closing
  • You provide the financing as the seller
  • Buyer makes payments directly to you (or a servicing company)
  • You receive monthly income plus potential balloon payment
  • You are in first position as the lender

When this works best:

  • Your home is paid off or has a very small loan that will be paid at closing
  • You want monthly income instead of one lump sum
  • You want to sell at full price
  • You want a better return than a simple cash sale
  • You want to help a buyer who cannot get bank approval

Variation: Equity Carry

Equity Carry is a type of Seller Finance for sellers with high equity (usually 40% or more). The property is placed into a trust, and the buyer purchases your equity over time. You receive monthly income for your equity while keeping a small share of ownership inside the trust for additional protection. This is still classified as Seller Finance because there is no underlying mortgage remaining - you are simply financing your equity to the buyer.

What it is: A Hybrid deal combines both Subject-To and Seller Finance. The buyer takes over your existing mortgage payments (the Subject-To part), AND you also finance your equity through a separate note (the Seller Finance part). This means you receive the benefit of debt relief on your mortgage PLUS additional monthly income and/or a balloon payment for your equity.

Key characteristics:

  • Your existing mortgage stays in place (Subject-To)
  • Buyer takes over making your mortgage payments
  • You ALSO receive monthly payments for your equity (Seller Finance)
  • You may receive a balloon payment at the end
  • Two components: mortgage takeover + seller-financed note

When this works best:

  • You have significant equity but also an existing mortgage
  • You want more income than Subject-To alone can provide
  • You want the buyer to take over the mortgage payment AND pay you for equity
  • You want flexible terms that can be adjusted
  • You want to maximize your total payout over time

Variation: Wraparound Mortgage (Wrap)

A Wraparound Mortgage is a type of Hybrid deal where the buyer makes one simple monthly payment that covers everything. Instead of making two separate payments (one for the mortgage takeover and one for your equity), the buyer pays you a single combined payment. You then use part of that payment to pay your underlying mortgage and keep the rest as income. This is still classified as a Hybrid because it involves both an existing mortgage AND seller financing - it just simplifies the payment structure.

Common Concerns and Questions About Creative Finance

No. The home is sold "as-is." The buyer handles future repairs.

Payments stay current. You're not writing the check, but the loan remains in good standing.

No, it actually helps. When the buyer takes over your payment, the income you receive completely offsets the debt on your DTI. You'll often qualify for your next mortgage faster, not slower.

Yes. Seller financing is legal and used nationwide. The key is having clear, written terms.

Both are handled exactly the same way banks handle them:

1. The buyer makes one monthly payment to a licensed loan servicer

This payment includes the underlying mortgage payment plus escrow for taxes and insurance.

2. The servicer pays your taxes and insurance automatically

They do not rely on the buyer remembering. Payments are made on schedule every year, and the servicer provides monthly proof that all accounts are current.

3. You receive full transparency

You get a login and monthly statements showing:

  • Mortgage status
  • Insurance status
  • Tax escrow balance
  • All funds collected and disbursed

4. Insurance policy stays in place naming everyone who needs protection

The policy lists:

  • The bank (first position)
  • You (holder of the equity note)
  • The buyer

So everyone is protected and notified of changes.

This setup is safer, more transparent, and more reliable than most landlord/tenant setups or even many traditional closings.

Deals include a deed-in-lieu of foreclosure protection, meaning if payments stop, the home reverts to you quickly. You keep all money paid so far.

The deed of trust protects you. If the buyer does not refinance or pay off the balloon payment at the end of the term, the property goes back to you.

Here's how it works:

  • The deed of trust secures your note. This is a recorded lien against the property that gives you the legal right to foreclose if the buyer fails to pay.
  • Balloon payment is a contractual obligation. The buyer agreed to pay off the remaining balance by a specific date. If they don't, they are in default.
  • You have the right to take the property back. Just like a bank would foreclose on a mortgage, you can exercise your rights under the deed of trust to reclaim the property.
  • You keep all payments made. Everything the buyer paid over the term (down payment, monthly payments) stays with you. You get the property back AND you've already been paid for years.

This is why seller financing can be a great deal for sellers. If the buyer pays off the balloon, you get your full price. If they don't, you get the property back after receiving years of payments. Either way, you're protected.

Creative financing always uses a professional third party to protect both the seller and the buyer. In our system, two different neutral parties are involved: one handles the monthly payments, and the other holds the deed inside the land trust.

1. Loan Servicing Company (Handles Monthly Payments)

A licensed loan servicing company collects and distributes all payments. This protects the seller by making sure the existing mortgage is paid on time and removes the buyer's ability to "stop paying" without the seller being notified.

A servicing company typically:

  • Collects the buyer's monthly payment
  • Pays the underlying mortgage (if there is one)
  • Sends the seller their monthly amount
  • Tracks payment history
  • Handles late fees and notices
  • Provides tax documents (1098/1099)
  • Gives both parties a neutral, trustworthy record

This is the professional way creative finance deals are structured and provides transparency and accountability.

2. Trustee of the Land Trust (Holds the Deed)

In our system, the property is placed into a land trust, which helps avoid triggering the due-on-sale clause because ownership does not publicly change. The trustee is a neutral party who legally holds title on behalf of the beneficiaries.

The trustee can be:

  • An attorney
  • A trust company
  • Or another neutral fiduciary

Inside the trust:

  • The seller remains a beneficiary
  • The buyer is added as a beneficiary
  • Beneficial interest transfers privately
  • Title does not change on public record
  • The lender is not alerted to a "sale," avoiding due-on-sale issues

The trustee does NOT collect payments. They only hold title in the trust.

3. Title/Escrow Company (Only Handles Closing)

The title or escrow company prepares closing documents, handles payoffs, and records necessary items, but they do not handle ongoing payments or hold the deed after closing.

Most mortgages contain a "due-on-sale" clause. It simply means the bank can review or call the loan due if ownership changes.

In reality, banks almost never exercise this right as long as the payments continue on time. They care far more about receiving their monthly payment than about who is actually making it.

Our structure is specifically designed to avoid this issue. We use a trust where:

  • The property is placed into a trust
  • The seller keeps a small beneficial interest
  • The buyer receives the remaining beneficial interest
  • Payments continue exactly as before

Because the trust still includes the seller and the loan remains current, this approach is widely used to keep lenders comfortable and avoid due-on-sale conflicts.

Key takeaway: Sellers can usually use creative financing safely, even with an existing mortgage, as long as the loan stays current and the proper trust structure is followed.

The original bank is always in first position if there is an existing mortgage. This does not change with seller financing, and we do not pretend it does.

Our goal is not to move the bank out of first position. Our goal is to protect you by:

  • Keeping the property in a trust so the bank sees the loan staying current
  • Using a deed of trust to secure the buyer's promise to pay you
  • Using a deed in lieu of foreclosure signed at the start so you can take the property back fast if the buyer stops paying
  • Using a third-party servicer to track payments and alert you to any problems
  • Adding 45-day default language so you have control and fast remedies

This honest approach gives you real protection. The bank stays in first position. The loan stays current. And you have clear paperwork and fast remedies if something goes wrong.

No. Your equity is protected through three layers of safety:

1. Insurance always pays off the first mortgage first

This is the same whether you sell creatively or traditionally. If the bank is owed money, the insurance payout clears that loan before anything else.

2. Your remaining equity is paid from the insurance proceeds

The property is insured at full replacement value, so in a normal loss event there is more than enough insurance to cover both the first mortgage and the equity note you hold.

3. If insurance ever fell short, the buyer still owes you the balance

Your equity is secured by a legal promissory note. Even if the property disappeared, the debt does not. The buyer continues making payments until the remaining balance is satisfied.

Plus: Professional oversight and documentation

Title is held inside a trust with a third-party servicing company making all payments for complete transparency and documentation. You are never left guessing.

This is why experienced sellers and banks are comfortable with hybrid/second-position structures. The insurance, the trust, and the promissory note all work together to protect you.

If there is an existing mortgage on your property, the bank is always in first position. No matter what structure we use (trust, LLC, or anything else), the bank stays first. We do not pretend to change that. Instead, we focus on protecting you in the ways that actually matter.

How we really protect you:

  • We hold the property inside a trust so the bank sees the loan staying current
  • We use a deed of trust that secures the buyer's promise to pay
  • We get a deed in lieu of foreclosure signed at the start. This means if the buyer stops paying, you can take the property back without going to court
  • We use a third-party payment servicer who tracks every payment and alerts you to problems fast
  • We add 45-day default language so you can regain control quickly if payments stop

This is honest and safe. We do not try to play games with lien positions. Instead, we give you control, fast remedies, and clear paperwork. The bank stays in first position, the loan stays current, and you have the tools to take action if something goes wrong.

Explore Fears and Solutions in Detail

Creative Finance Calculator

Answer these simple questions to see exactly how your creative finance terms look from an investor's perspective and whether your property is likely to attract strong offers using seller financing or subject to structures. If you need help understanding your results or have questions about creative finance, contact one of our specialists here.

Who Are You?

This helps us show you the most relevant information.

Section 1: Property Basics

This is your desired sale price, not an online estimate. This tool assumes your asking price is close to what the property would appraise for. If it is much higher than true market value, actual investor offers may be different.
Enter 0 if paid off
Use your latest mortgage statement or loan documents for this number. Do not include taxes and insurance.
Use your escrow breakdown or your last tax bill.
Use your insurance bill or escrow breakdown.
Check Zillow's rent estimator or similar rentals in your area to get a realistic number. Tools like Rentometer can also help.
Choose the option that matches what an honest buyer would see on a walkthrough.

Section 2: Seller Motivation

This helps us structure your deal: higher monthly payments OR a bigger down payment at closing.

Section 3: Deal Structure Knobs

Longer terms usually mean lower monthly payments, and lower payments increase investor cashflow. Higher cashflow generally means more investor demand. If you are unsure, choose 'Not sure'.
A balloon payment means you receive most of your money as one large final payment. This usually means lower monthly payments for the buyer, which investors prefer. If you select "No", we'll try to structure your deal with only monthly payments by adjusting the down payment and payment amount.
In "second position," your note sits behind an existing loan. If payments stop on the first loan, that lender gets paid first.

Section 4: Investor Optimization

Have questions about your deal? Call or email us directly to discuss:

📞 (608) 960-9567 ✉️ Email Us