Define the note population
State the asset type, approximate scale, collateral, payment profile, geography, and sale objective.
Fitzgerald Advisors · Whole-loan seller intake
Prepare a whole-loan or note sale conversation around cash flow, collateral, and custody.
Give the broker desk the high-level note type, payment and maturity profile, collateral and lien context, ownership record, servicing, documentation, exceptions, decision authority, and timing needed to frame a controlled sale review.
Complete the applicationSeller readiness
Build the note seller review brief.
Start with aggregate note and collateral facts. Do not send borrower records, payment histories, Social Security numbers, or unredacted loan files through the initial form.
Explain the file
Identify ownership, custody, servicing, payment history, assignments, and documentation available for review.
Protect the disclosure
Keep borrower-level data, account numbers, payment histories, and unredacted files out of the initial inquiry.
Prepare a whole-loan or mortgage-note seller intake covering cash flow, collateral, ownership, servicing, documentation, exceptions, and timing.
This seller intake is a first business-level brief, not a public listing or a promise of a transaction. Describe the whole-loan or mortgage-note population, 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.