Lender Forms

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 onboarding 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 servicing. 

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 customerservice@moatnoteservicing.com. 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.