Chain of title
Assignment records should identify how the file reached the current owner.
Portfolio servicing
Servicing for static pools and aged commercial files.
Portfolio work starts with documentation. We review chain of title, assignment records, and available account history before outreach begins.
Who this page is for
For buyers and holders of commercial receivable portfolios.
What we need before intake
Account data
Placement data should include business name, guarantor where applicable, balance, originator, and payment history.
Communication history
Recent letters, emails, or call notes help prevent confusing duplicate outreach.
Ongoing servicing
Reporting cadence
Monthly reporting is typical, with custom cadence available for larger pools.
Payment handling
ACH, wire, card, and check procedures are documented before funds are accepted.
Talk through a placement
Send a short description of the file type, volume, and current status. We will respond with the records needed for review.
