Our Services
Our team manages every aspect of your note servicing with precision — from payment collection and recordkeeping to escrow management, and reporting. We ensure your borrower payments are processed accurately and on time, while keeping you compliant and informed. Whether you hold one note or an entire portfolio, we provide secure, transparent, and reliable servicing so you can focus on growing your investments with confidence.
Loan & Account Setup
• Onboarding of borrowers and lenders
• Document verification and secure digital storage
Customer Service
• Dedicated borrower and lender support
• Account statements and online access
• Neutral third-party assistance to minimize disputes
Delinquency Management
• Late notices and borrower outreach
• Payment plan negotiation and follow-up
• Escalation to collections when necessary
• Foreclosure coordination and acceleration notices
Payment Processing
• Multiple payment options (ACH, card, phone, online)
• Auto-pay setup and late-fee automation
• Full escrow management for taxes and insurance
Reporting & Compliance
• IRS reporting using company TIN (protects personal SSNs)
• Annual statements and tax documents
• Compliance with RESPA, TILA, and Dodd-Frank
• Regular audits and legal oversight
Technology & Accessibility
• 24/7 online portal for borrowers and lenders
• Automated servicing, reporting, and notifications
• Secure digital document management