Fitzgerald Advisors · Direct portfolio brokerage

Forward-Flow Debt Sales: Structure, Data, and Servicing

At a glance: A forward-flow agreement establishes terms for repeated debt transfers over a defined period. Eligibility, pricing, delivery, review, settlement, servicing…

Fitzgerald Advisors · Institutional Guide

Build a repeatable transfer process for recurring portfolio deliveries.

By Fitzgerald Advisors editorial team · Updated September 27, 2026

A forward flow may create firm purchase commitments, conditional commitments, or an offer process, depending on the agreement. State the term, frequency, eligible products, age limits, balance components, geography, permitted exceptions, and any minimum or maximum volumes.

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