Meridian Blueprint · Private Money
Broker private money loans. Keep $4K–$15K per deal.
Connecting borrowers who need capital with lenders who deploy it. No lending licence in most structures, no balance sheet, and no property to own — the fee is for placement.
New · Included free with your download
Now with a built-in AI assistant.
This edition ships with a private assistant built on this exact material. Ask a question in plain English — it answers from the guide and takes you straight to the right section. No searching, no subscription.
Ask in plain English
“Where do I start?” “How do I price this?” “Is this compliant?” — it answers from your material and points to the exact section.
100% offline & private
Runs entirely on your own computer. No account, no internet, no subscription — your questions never leave your machine.
Nothing to install
Runs on Windows: one double-click opens it in your browser. Built into your download at no extra cost.
The problem
Three volumes. Every operational layer covered.
The playbook is split by what you are actually doing at each stage of the business.
Volume I — The Business Launch Guide
Structure, positioning and the operational setup that makes the first placement possible.
Volume II — The Borrower Acquisition System
Finding borrowers who are fundable, and qualifying them before you spend a lender relationship on them.
Volume III — Deal Placement & Advanced Scenarios
Matching a file to the right lender, and the scenarios that separate a placed deal from a dead one.
Sold separately or together
Each volume is $39. All three are available as a bundle.
Operations
The borrower is only half the deal.
A placement needs a fundable borrower and a lender whose criteria that borrower actually meets. Most of the work is in the matching, not the sourcing.
Volume II covers acquisition; Volume III covers placement and the harder scenarios.
Job economics
Deal and property analysis is the qualifying step.
Reading a file the way a lender reads it — the asset, the exit, the borrower's position — so you know whether it is placeable before you present it.
Due diligence is treated as the broker's protection, not as paperwork.
Miles' Reality Check
Things to consider before you start.
Know before you start
This is a relationship business on both sides. The lender network takes as much building as the borrower pipeline.
Know before you start
Licensing requirements for brokering loans vary by state and by loan purpose. Verify what applies to you before taking a fee.
Good fit / bad fit
A good fit if you are comfortable with finance and with sales. A poor fit if you want transactional work with no relationship management.
What's inside
Three volumes. Every operational layer.
- Structure and positioningSetting up as a broker and defining what you place.
- Building the lender networkFinding lenders, learning their criteria, and keeping the relationship.
- Borrower acquisitionWhere fundable borrowers come from and how to qualify them.
- Deal and property analysisReading the asset, the exit and the borrower's position.
- PlacementMatching the file to the lender most likely to fund it.
- Advanced scenariosThe harder files, and when to decline them.
Before you decide
Take the brief first.
Not sure this is the one?
Take the one-page brief: all eight Meridian businesses, what each actually requires — capital, appetite for selling, whether you end up employing people — and the honest downside of every one. No pitch, and if you read it and none of them suit you, that is a useful answer.
One brief, plus the occasional Meridian note. Unsubscribe any time. We never sell your address.
The offer
Three volumes. $39 each.
Private Money Broker Playbook is $39, delivered as a single document with the toolkit. No subscription and no upsell.
Private Money Broker Playbook
$39
each · instant download
Volume I — The Business Launch Guide Volume II — The Borrower Acquisition System Volume III — Deal Placement & Advanced Scenarios All three volumes — $79Secure checkout through Gumroad.