Automated Note Servicing

Stop managing your seller-financed note in a spreadsheet.

Automated payments, accurate balances, late fee enforcement, and 1098s handled automatically — so your note runs itself.

Property Asset

1242 Oakwood Drive, Austin TX

Current

Borrower

Jonathan Miller

Principal Balance

$127,450.00

Maturity Progress

35%

Next Payment Due

April 1, 2026

$1,247.00

The Post-Closing Reality

You just closed a seller finance deal.
Now what?

Getting paid late

Stop being the "bad guy." We handle automated late fee enforcement and notices on your behalf.

Balance tracking

No more manual amortization calculators. Principal and interest are split with precision every month.

Tax time

Automatic generation of 1098 forms. One click and your compliance is finished.

Borrower experience

Professional portals for borrowers to pay via ACH, view balances, and download statements.

Everything your note needs.
Nothing it doesn't.

AI Extraction

Upload your PDF note and our AI instantly extracts terms, interest rates, and maturity dates. You confirm — it does the work.

Automated Payments

Schedule recurring ACH transfers directly from the borrower's bank account to yours. No checks, no mail, no delays.

Lender Portfolio Dashboard

All loans, progress bars, monthly income, and total lifetime payout in one professional view.

Late Fees

Configurable grace periods and automatic penalty calculations.

Balance Tracking

Real-time principal vs interest breakdowns for every loan.

IRS 1098s

End-of-year tax reporting generated and emailed to borrowers automatically.

Borrower Portal

A dedicated dashboard for your borrowers to self-serve, view history, make extra payments, and download statements anytime — on any device.

Set up in under 10 minutes.

1

Upload your note

Drag and drop your signed promissory note. Our AI scans the details.

2

Invite your borrower

Enter their email. We send a secure link to set up their ACH payment profile.

3

Payments run

Money is automatically pulled from them and deposited into your account on the due date.

4

Everything tracked

Log in anytime to see balances, payment history, and tax documents.

Simple Transparent Pricing

$20/month per loan.

First Month Free
$20/mo per loan
  • Unlimited ACH Transactions
  • Automated IRS Form 1098
  • Late Fee Automation
  • Real-time Borrower Portal
  • AI Document Extraction
  • Payoff Quotes & Satisfaction Letters
Start Your First Loan Free

No setup fees. No long-term contracts. Cancel anytime.

Lender pays all

$20/mo

Borrower pays all

$20/mo

Split 50/50

$10 each

Know another note holder? Refer them and you both get 3 months free.

Start & Share

Your note should work for you, not the other way around.

Set up your first loan in under 10 minutes.

Start Free Today