Account Detail
- Highlights the terms in your contract
- Calculates the equity in your contract
- Determines the number of payments remaining
- Displays current balance
- Shows when the next payment is due
Payment History
- Can view pay history from the last day, last week, last month, or date range of choice
Portfolio Reports (brokers, investors, multiple contract holders)
Portfolio Summary
- This report will summarize the performance of your total portfolio
Portfolio Analysis
- This report lists by property type and provides information on balance and sales equity for each contract/account
Portfolio YTD
- This report will provide information regarding principal, interest, and balance for all accounts year-to-date
Monthly Statement
- Creates an estimated statement for the month of your choice
Fee Allocation
- Shows the breakdown of the services you've selected for a particular account/contract
Other Services
Letter Options (Choose from the following letter templates)
- Late Payment Notice
- Balloon Notification
- Change in Contract Terms
- Insufficient Funds Notice
Servicing Application
- Add a contract or note to your current servicing agreement
Note Quote
- Receive a no-obligation offer to purchase your contract
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