Define the position
State the note type, collateral, geography, lien position, balance range, and performance profile you target.
Fitzgerald Advisors · Whole-loan buyer application
Submit a whole-loan or note buy box with the file and servicing model in view.
A useful whole-loan buyer mandate defines note type, collateral, geography, performance, balance, lien position, documentation, servicing, pricing process, capital, and closing requirements before loan-level records are released.
Complete the applicationBuyer mandate
Build your note acquisition brief.
Use the initial application to describe the note and operating criteria that make a position relevant. Do not send borrower records, payment histories, or unredacted loan files through the public form.
Show file and servicing fit
Outline documentation, custody, servicing, diligence, capital, and approval capabilities before data-room access.
Keep the initial file clean
Do not send borrower-level data, payment histories, Social Security numbers, or unredacted files through this form.
Submit a whole-loan or mortgage-note buyer application covering asset type, collateral, performance, servicing, documentation, capital, and timing.
This buyer intake is a first business-level brief, not a public listing or a promise of a transaction. Describe the whole-loan or mortgage-note buy box, 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 acquisition mandate conversation is appropriate before detailed information moves.
A buyer review typically starts with asset classes, jurisdictions, size range, performance, collateral or lien criteria, capital source, approval path, servicing or workout capacity, diligence requirements, exclusions, and target timing. A completed intake does not represent that an opportunity, allocation, pricing, or transaction is available.
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.