Thank you for giving us the opportunity to service your portfolio! We value your business and are committed to providing you with exceptional customer service.
In an effort to make your on boarding with us as efficient as possible, please read, fill out and sign the forms below. The intake packet contains information regarding our services, fees, and instructions on how to submit your note(s) for
Please contact us via email or phone with any questions or concerns.
We look forward to a long and mutually beneficial business relationship with you!
Lender Intake Packet
The intake packet contains all the information regarding our services, fee’s, instructions for setup and a checklist of the necessary information needed to service your account. If you are interested in using our services, please fill out the intake packet in it’s entirety and submit it via email to firstname.lastname@example.org. Please do not hesitate to contact us with any additional questions or concerns
Lender E-Consent Form
If you would like to communicate and/or receive correspondence electronically, please sign and submit this e-consent form to Moat Note Servicing via email.
Lender ACH Instructions
If you would like the option to receive your payments via ACH, please sign and submit this form to Moat Note Servicing via email.