Define the population
Give the broad perimeter so the review is about the right asset and not a misleading headline balance.
Fitzgerald Advisors · Seller portfolio intake
Prepare a portfolio sale conversation around the information buyers actually need.
A seller intake creates a useful starting file without forcing you into a generic listing. It frames the population, records, servicing or collateral context, known exceptions, objective, and timing before a controlled buyer process is considered.
Complete the applicationSeller readiness
Build the seller review brief.
Start with aggregate business facts. A focused review can then determine whether additional preparation, buyer-fit analysis, or a controlled sale path is appropriate.
Explain the record
Identify the information available, what needs reconciliation, and what remains sensitive or incomplete.
Protect the disclosure
Do not send borrower-level information, Social Security numbers, account numbers, or unredacted files through this form.
Prepare a seller portfolio intake for debt, loan, judgment, CRE, note, auto, BHPH, NPL, and specialty-finance portfolio sale discussions.
This seller intake is a first business-level brief, not a public listing or a promise of a transaction. Describe the portfolio proposed for sale, approximate scale, geography, performance or collateral context, available records, material exceptions, decision authority, confidentiality needs, and timing. Identify the relevant asset population and cutoff date, explain which information is reported or still being reconciled, and distinguish confirmed facts from open diligence questions. State the business objective, preferred process, key dependencies, and who can authorize each next step. Note whether a confidentiality agreement, data room, or internal approval is required before a later file review. The purpose is to determine whether a focused portfolio disposition conversation is appropriate before detailed information moves.
A seller review typically starts with the proposed population and cutoff date, balance basis, account or loan count, segments and exclusions, ownership, servicing, collateral or obligor context, record inventory, legal status, and transaction objective. A completed intake does not guarantee that a buyer, bid, price, recovery, or closing will result.
Keep the initial disclosure controlled. Do not submit borrower-level information, account numbers, Social Security numbers, unredacted loan tapes, appraisals, payment histories, title files, court records, or other sensitive materials through this public page. Any deeper review should follow appropriate confidentiality, information-security, diligence, and professional-adviser controls.
If the high-level facts fit the intended path, the next discussion can identify the relevant documentation, buyer or seller readiness questions, and the appropriate controlled process. Transaction, legal, tax, accounting, valuation, servicing, compliance, and investment decisions remain facts-and-parties specific.
The purpose of the initial intake is clarity, not a binding indication or transaction conclusion. Material facts can change as records are reconciled, documents are reviewed, counterparties are qualified, and proposed terms are negotiated. Retain ownership of the business decision and involve the relevant legal, risk, compliance, finance, servicing, tax, accounting, and investment professionals for the particular portfolio and jurisdictions involved.