ZimpleMoney Blog

What family loan taxes might be owed if a loan is forgiven? Learn how the IRS treats forgiveness, and how to document and report it correctly.

Learn how private lenders can set up multi‑investor loan syndicates, structure pro rata or wrap‑style deals, and automate payments.

Learn how to track private loans from the Bank of Mom and Dad with ZimpleMoney so family lending stays fair, documented, and tax‑smart.

Learn how to track private loans from an IRA, manage self-directed IRA lending records, and simplify multi-loan portfolios.

Lease purchase sits between a rental and seller financing. Learn deal terms best practices, tracking essentials, and tax considerations.

Discover what note buyers look for and how to boost your note value with proper documentation, clean deal structure, and automated tracking.

What’s the difference between hiring a licensed servicer and loan self-servicing? Learn how to choose the right option for your portfolio.

Learn how to offer customer financing, which can increase revenue and average job size. Set up, track, and stay compliant with ease.