Just Be The Bank (JBB) is an education and training company that teaches individuals how to become private lenders in real estate (essentially how to “be the bank” instead of the borrower). Through workshops, tools, and community support, JBB helps investors understand how to fund real estate deals safely, structure notes and deeds of trust, evaluate borrower risk, and generate passive income secured by real property.The business operates primarily through high-value live workshops, digital training modules, and alumni engagement programs that turn graduates into repeat lenders and brand advocates. JBB’s mission is to democratize private lending by making it accessible, understandable, and profitable for everyday investors seeking an alternative to traditional real estate investing.
Just Be The Bank (justbethebank.com) has 11 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
Also known as
justbethebank.com
Website
justbethebank.com
Category
Vocational Training
Location
San Diego
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 73% of reviews.
Latest
Most recent review: October 2026.
Edits
Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score
This company cannot pay to remove reviews or change its score.
Dave, Josh, and Blake do a great job breaking private lending down into a real process. It’s not hypey, it’s not vague, and it’s definitely not presented like some easy-money shortcut. They teach you how to evaluate the borrower, the deal, the collateral, the documents, the draw process, and the downside risk in a practical way.
What I appreciated most is how conservative and protective the training is. They’re constantly reinforcing that your job is to protect principal first, verify everything, and trust the process instead of getting rushed by a borrower or distracted by a high return.
The curriculum is detailed, but it’s also very practical. I feel like I now have a much clearer framework for looking at private lending opportunities and knowing what questions to ask before money ever leaves my account.
If you’re serious about learning private lending the right way, I’d highly recommend Just Be The Bank.
Response from Just Be The BankJul 28, 2026
Jordan, thank you for such a thoughtful review. You captured exactly what we hope people take away from the workshop.
Private lending is not about chasing the highest return or moving fast. It’s about protecting principal, following a disciplined process, asking the right questions, and understanding the risk before capital is ever deployed.
We’re glad the training gave you a clearer framework and more confidence in how to evaluate opportunities the right way. We really appreciate the recommendation and are excited to have you in the Just Be The Bank community!
– The Just Be The Bank Team
AL
Amy L.
Great workshop, helpful coaching calls
The 2.5 day workshop was exactly as advertised. The Stech Family knows this stuff inside and out. As much as I liked the recorded curriculum and assessments, I really enjoyed the Q & A sessions. And so far, the coaching calls have been very helpful! Highly recommend Just Be The Bank to anyone wanting to learn how to start or scale a private lending business.
Response from Just Be The BankJul 28, 2026
Amy, thank you so much for the great review! We’re glad the workshop delivered on expectations and that you found both the curriculum and live Q&A sessions valuable.
It’s also great to hear that the ongoing coaching calls have been helpful. We want the support to continue well beyond the workshop itself as members begin applying what they’ve learned.
We really appreciate the recommendation and are excited to have you as part of the Just Be The Bank community!
– The Just Be The Bank Team
GA
Gabriel
The JBB workshop this past weekend gave…
The JBB workshop this past weekend gave me insight, structure, and helped me set goals for my upcoming venture as a private lender. The extreme attention to detail by Dave, his sons, and his team made the information provided digestible and gave a clear picture into the world of private lending. Here are my pointers on what I thought the JBB workshop did masterfully:
Organization: The structure and order that things were presented made everything easy to understand. The subjects had a natural progression that made each section beneficial, and as someone with little experience in this, the structure of the presentations gives a great picture on where to start and what my steps are (in order).
Content: The content provided, specifically the videos, don't waste anybody's time. They are clearly revised, well-scripted, and flow naturally. Although this might not be the most fun topic to some, the clear presentations make taking notes, understanding the information, and gaining insight into a new topic very rewarding.
Attachments: Dave and his team graciously attach templates and copies of documentation that they use. Apart from having a clear guide, I also get the documentation necessary to take my first or any step I need. It helps any JBBer gain structure and instant help in any phase they may find themselves.
"No BS": Dave and his sons go straight to the point, in the videos and during the live sessions. There is absolutely no intent to waste time with irrelevant questions, strange scenarios, or chit chat. You are there to learn and you cleared your schedule for this; they have no intention of disregarding that.
Honesty: The content provided is exceptional, but Dave and his sons can't cover everything. It makes it clear that unique challenges will be presented throughout one's time as a private lender. They provide an exceptional framework to follow, but it's up to you to put in the sweat equity.
On a more personal note, and slightly less related to JBB. Listening to Dave in JBB and through the Rainmaker program has been a pleasure. I'm 28 and the wisdom, kindness, and insight shared by Dave cannot be understated in shaping my 2026 and my future. His outlook, extreme intentionality, data drivenness, and love has struck me deeply. I have absolutely no intention of squandering the advice and wisdom that has been shared with me. I am very thankful!
Response from Just Be The BankJul 28, 2026
Gabriel, thank you for taking the time to write such a thoughtful and detailed review. It means a lot to hear that the structure, content, resources, and straightforward approach gave you a clear framework for getting started in private lending.
We also really appreciate your comments about Dave, Josh, Blake, and the team. The goal has always been to share real-world experience honestly, give people practical tools they can actually use, and make it clear that success still comes down to disciplined execution.
On a personal level, your words about Dave are incredibly meaningful. We know he’ll appreciate hearing the impact his perspective and guidance have had on you.
We’re grateful to have you in the JBB community and excited to see what you build from here. Thank you again, Gabriel!
– The Just Be The Bank Team