Sell whole loans and notes with a cleaner file and a focused buyer path.

Fitzgerald Advisors helps note holders, lenders, and qualified buyers evaluate whole-loan and mortgage-note mandates for a possible sale or acquisition. Begin with the note type, approximate balance, payment and maturity profile, collateral and lien context, ownership record, servicing status, and timing. The first review determines whether the mandate fits a controlled broker-led process before loan-level records are released.

Whole loans, mortgage notes, promissory notes, and related positions require a clear view of payment history, terms, collateral, ownership, documentation, servicing, and transfer mechanics. Those essentials help establish whether a broker-led buyer or seller conversation is warranted and what information should be prepared next.

Share the broad position: Start with the note type, approximate scale, collateral, payment status, objective, and timing.

Outline the file: Identify available documents, ownership context, servicing information, payment history, and known exceptions at a high level.