Getting Started with Our Trust Deeds

• Review the frequently asked questions and watch our trust deed investment videos 
• Call 951-780-5856 to ask any remaining questions and to schedule an appointment with our investments manager to discuss how to move forward
• When an opportunity arises that fits your particular needs, we’ll contact you directly

A Trust Deed is Presented

• The Norris Group contacts you because an investment opportunity matches your needs 
• The Norris Group sends for your viewing:
  • Property appraisal
  • Property information
• Once you review and commit to a trust deed, we will ask how you prefer to take title to the deed of trust. 
• You will then receive a package to sign which will include:
  • Investment Bulletin
  • Appraisal
  • Purchaser/Lender Disclosure Form
  • Loan servicing agreement
  • Any other relevant documents required by the Department of Real Estate

Commit to an Investment

After signing all documentations listed above, you can return everything via email or FedEx along with a personal check or cashier’s check (cashier's check not required).

The Transaction Closes

Once escrow closes (deed of trust is recorded at the County’s Recorder Office), you will receive a receipt along with copies of the following:

• Original Promissory Note
• Copy of the Recorded Deed of Trust
• Copy of the Title Insurance Policy
• Copy of the Fire Insurance Loss Payee

Payments Mailed to You

On a monthly basis, The Norris Group collects the payments from the borrower and sends a check to you, the trust deed investor. This will continue to occur until the the loan is paid off.