Let NoteServ be your servicing back office.
Whether you hold a handful of notes or dozens across different states, NoteServ centralizes payments, balances, and reporting so you can focus on deals instead of administration.
The operational load.
- Monthly payment tracking and posting
- ACH setup and automation
- Late notices, follow-up, and delinquency monitoring
- Payoff calculations and payment histories
- Year-end interest summaries
- Escrow and impound management (Tier 3)
Growing your portfolio.
- Know your income stream is serviced accurately
- Offer professional servicing to your buyers from day one
- Make your portfolio easier to refinance or sell
- Choose the servicing tier that matches each account
- Spend your time on deal flow, not spreadsheets
What NoteServ handles for portfolio holders.
Every feature below is available across all 3 servicing tiers unless noted. The tier you select determines the level of active management per account.
Payment Processing
ACH autopay, portal payments, mailed checks, and wire transfers for payoffs. Payments posted and tracked automatically per account.
Ledger & Statements
Complete payment history, ledger tracking, and monthly statement availability through the secure servicing platform.
Delinquency Monitoring
Late payment notices, borrower follow-up, and delinquency tracking. Included in Tier 2 (Managed) and Tier 3 (Complex).
Payoff & Year-End
Payoff calculations, paid-in-full confirmations, and year-end interest summaries for tax reporting purposes.
Impound Management
Property tax monitoring, insurance tracking, and HOA payment scheduling through escrow accounts. Available in Tier 3 (Complex).
Secure Borrower Portal
Each borrower gets portal access for payments, payment history, and account information. Reduces inbound inquiries to you.
$175 per note onboarding for portfolios of 15+.
Once an investor reaches 15 or more active notes serviced through NoteServ, the portfolio onboarding rate applies to all additional notes. Assumes ACH autopay enrollment for all eligible accounts.
Standard onboarding is $200/note (or $300 with impounds). Portfolio pricing reduces that to $175/note, reflecting operational efficiencies from consolidated servicing.
Multi-state portfolios, one servicer.
NoteServ's servicing model is designed to work across state lines. If you hold agreements in multiple states, your entire portfolio is managed through a single platform with consistent reporting and payment processing.
NoteServ's roots are in Hawaii, where we began by taking over accounts from a long-standing local servicing company. The operational systems we built from that foundation are designed to scale nationwide for private lenders, land sellers, and investors across any jurisdiction.
Document Custody Services
Through Document Custody Services, LLC, NoteServ can securely hold and manage supporting documents alongside your serviced accounts. Deeds in Lieu, releases, estoppel affidavits, and the underlying promissory note can be held with controlled release instructions.
Document Custody Services, LLC is a separate entity. A separate invoice will be issued alongside your NoteServ servicing invoice.
Ready to centralize your portfolio servicing?
Submit an intake form with your portfolio details and our team will outline the onboarding process and timeline.