Diversified Investment Services

What Diversified Investment Services does

Diversified Investment Services, Inc. is a privately held, Florida-based financial services company founded in 1997 by Fred Rewey and Tracy Z. Rewey, operating from Orlando with 11-50 employees. The company purchases seller-financed real estate mortgage notes secured by Florida property at a discount from face value, paying sellers a lump sum rather than waiting for installment payments. Net spread per typical $50,000 residential note is approximately $1,400-$2,100 (3-4%) after title, appraisal, and overhead costs of roughly $1,100. The company's core business is supplemented by invoice factoring services, broker training and consulting, and a Master Broker referral program that pays $1,000-$1,500 per deal or negotiated splits to note brokers and consultants.

The revenue model is exclusively transaction-based, with three streams: (1) note purchase discount spreads, (2) broker referral fees (typically 10% of factor income on invoice transactions), and (3) training and consulting services delivered through video series and online downloads. Customer acquisition is driven by a content-marketing-heavy GTM motion: the company operates a portfolio of niche websites including NoteInvestor.com and FactoringInvestor.com (each with 200+ articles and weekly newsletters), NoteBuyerSites.com and FactoringWebsites.com (turn-key websites for industry participants), and NoteInvestingTools.com (training resources). Exposure One, a wholly owned subsidiary, provides SEO, social media management, and local internet marketing services that both serve external clients and feed the parent company's lead generation.

Technically, the company has no proprietary technology platform. Operations are phone-and-fax driven with a website quote-request workflow, and the technology stack is limited to standard small-business marketing and CRM tools. The competitive position rests on the founders' 40+ years of industry experience (including senior roles at Metropolitan Mortgage and Fred's presidency of the American Cash Flow Association, 2000-2007) and a content library that has built organic search presence in a small, relationship-driven niche. The company's geographic concentration in Florida — down from a previous 50-state footprint — is the single most material strategic constraint, capping addressable deal volume relative to historical capacity.

Name

Diversified Investment Services

Legal name

Diversified Investment Services, Inc.

Website

https://diversifiedinvestment.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Diversified Investment Services is a Florida-focused note buyer founded in 1997 that purchases seller-financed real estate mortgage notes at a discount, while providing invoice factoring services, broker training, and a Master Broker referral network for note professionals.

Ownership category

akta.pro rank

Product category

Real Estate Note Buying Services

NAICS

Mortgage and Nonmortgage Loan Brokers (52231), Mortgage and Nonmortgage Loan Brokers (522310), Offices of Real Estate Agents and Brokers (53121)

SIC

Mortgage Bankers & Loan Correspondents (6162), Loan Brokers (6163)

akta.pro primary industry

Mortgage Loan Sales & Aggregation (Correspondent/Conduit Aggregators) (FSALAFAD)

Keywords

• Real estate note buying
• Cash flow business
• Invoice factoring services
• Note broker training
• Seller financed mortgages

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Supply Chain, Operations, Personnel, Marketing or Sales, Technology or R&D

Revenue model

1. Note Purchase Discount: Purchasing privately held real estate notes at a discount from face value. Sellers receive lump sum cash; the company earns the spread between purchase price and note value.
2. Broker Referral Fees: Earning referral fees by matching note sellers with investors. Consultants typically receive 10% of whatever the factor makes on each invoice transaction.
3. Training and Consulting Services: Provides cash flow industry training through video series, online downloads, and consulting services for brokers and professionals wanting to enter the note business.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Diversified Investment Services purchases seller-financed real estate mortgage notes secured by Florida property at a discount from face value, paying note holders a lump sum in lieu of waiting for monthly payments over the remaining term. The company also provides invoice factoring referrals, broker training and consulting, and online marketing services through its Exposure One subsidiary.

Product overview

Diversified Investment Services is a Florida-based cash flow business services company offering a portfolio of products centered around real estate notes and invoice factoring. The core offering is note buying services in Florida, supported by training and consulting through Cash Flow Business Training. The company operates multiple branded websites including NoteInvestor.com and FactoringInvestor.com (resource/education platforms), NoteBuyerSites.com and FactoringWebsites.com (turn-key website solutions), and NoteInvestingTools.com (training materials). ExposureOne provides online marketing services. The ecosystem is designed to serve investors, brokers, and entrepreneurs in the cash flow industry.

Differentiator

Problem solved

Functional benefit

Brands

• NoteInvestor.com: Website dedicated to real estate notes with over 200 informative articles and weekly eletters for industry news
• FactoringInvestor.com
• Exposure One
• NoteBuyerSites.com
• NoteInvestingTools.com
• FactoringWebsites.com
• FindingCashFlowNotesTraining.com
• BeTheLime.com

Products and services

• Real Estate Note Buying (Florida) Purchase of seller-financed mortgage notes secured by Florida real estate, providing note holders a lump sum rather than waiting for monthly payments over the remaining note term.
• Invoice Factoring Referral Services Facilitation of invoice factoring transactions for businesses needing cash before customer payments (typically 20–90 day terms), connecting clients with factoring investors.
• Cash Flow Business Training Training and consulting for cash flow professionals wanting to enter or grow in the real estate note business, delivered via video series and online downloads covering note finding, deal structuring, and business building.
• Master Broker Program Referral and submission program for note brokers with predetermined fees ($1,000–$1,500) or negotiated splits, including open mentoring for new brokers.
• Exposure One Online Marketing Services Full-service online marketing company offering local internet marketing, social media management, product launches, SEO, Google Places/local search, and website design for note buyers, brokers, and small businesses.
• NoteBuyerSites.com Turn-Key Websites Turn-key websites for note buyers and brokers that can be operational within 48 hours, featuring professional design, ready-to-use content, and online forms.
• FactoringWebsites.com Turn-Key Websites Turn-key website solutions tailored for factoring companies.
• NoteInvestingTools.com Training Resources Online cash flow note training resources including video lessons and tools for finding notes and building a profitable note business.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves2 records

Expansion highlights4 records

Direct peers

• NoteSchool: Provider of cash flow and real estate note training, education, and broker resources. Directly comparable to Diversified's FindingCashFlowNotesTraining.com and NoteInvestingTools.com training offerings for the same broker audience.
• Visio Financial Services: Direct note buyer focused on purchasing seller-financed and performing mortgage notes nationwide. Operates a similar broker-referral model and targets the same seller-financed note inventory that Diversified Investment Services purchases in Florida.
• National Family Mortgage: Buyer and broker of privately held seller-financed mortgage notes. Targets the same residential seller-financed note inventory and broker network that Diversified Investment Services serves.
• Amerinote Exchange: Online marketplace that aggregates note listings and matches note sellers with buyers/funders. Closely overlaps with Diversified's role as a note aggregator and broker connecting sellers to investors.
• Bison Note Investors: Note buyer purchasing seller-financed mortgage notes, performing and non-performing, from individuals and brokers. Direct competitor for the same Florida and broader note inventory.
• Windfall Financial: Specialized note buyer purchasing private party real estate notes at a discount. Direct competitor in the secondary seller-financed note market.
• First National Note Buyers: Note purchasing firm that buys private mortgage notes secured by real estate nationwide. Competes for the same pool of seller-financed notes and similar seller/broker segments.

Broad incumbents

• BlueVine: Tech-enabled invoice factoring platform serving SMBs. Comparable to Diversified's invoice factoring referral business, though operates at significantly larger scale and with proprietary technology.
• Lima One Capital: Large, well-capitalized institutional buyer of residential and small-balance commercial real estate notes. Comparable because it purchases performing and non-performing notes at a discount from face value, similar to Diversified's core note-buying model, but at substantially greater scale.
• Fundbox: Digital invoice and working capital provider for small businesses. Competes in the same short-term business credit / invoice factoring space that Diversified addresses via its FactoringInvestor.com broker channel.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/diversified-investment-services-inc-
• Instagraminstagram.com/diversifiedinvestment

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Diversified Investment Services