Let’s get your note set up.
How it works
About 10–15 minutesStep 1
Which payment history fits your loan?
Settlement Statement
Brand-new loan — no payments made yet.
Statement of Account
Professionally serviced (August REI or similar) — showing on-time payments and the official balance.
Full payment history
You've been collecting payments yourself.
Are your documents signed?
We can only onboard executed documents — make sure every signature page is signed before you upload.
Has the loan been modified?
Upload the modification in addition to the original note — we need both to service the current terms.
Performing notes only — we don't onboard wrap loans or non-performing notes.
Everything you upload is encrypted in transit and at rest — visible only to you and our servicing team.