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Investor and Participation Features

Mortgage+Care manages investors or lenders (or participation) better than most other loan servicing software products. In fact it is this investor management functionality that separates Mortgage+Care from the pack. Loans can either be assigned to individual lenders or investors by percentage or they can be assigned to pools/mortgage pools (for more information on pools – CLICK HERE). The following features give the loan servicer the flexibility to handle literally any multi-investor, private money, broker serviced/sub servicing scenario. Amount Invested, by both percentage and dollar amount. Servicing fee by dollar amount or flat fee. Differential between bought rate and sold rate, paid to broker. Minimum servicing rate, for servicing fee. Assignable late fee to investors by percentage. Assignable pre-payment penalty to investors by percentage. Date in and out for each investor so you can buy and sell, investors in and out mid-month. Add and remove an unlimited number of investors whenever you like and Mortgage+Care completely automates all distributions. Fully automated “money in – money out” driven by payment processing. Money flows into subsidiary ledgers (trust accounting) and then out according to “hold to dates” via printable MICR check or ACH electronic payment. Investor reporting, including real-time online reporting, then allows you to provide your clients with a transparent investment platform.

Our software includes the following investor and participation features:

• Amount Invested, by both percentage and dollar amount
• Servicing fee by dollar amount or flat fee
• Differential between bought rate and sold rate, paid to broker
• Minimum servicing rate, for servicing fee
• Assignable late fee to investors by percentage
• Assignable pre-payment penalty to investors by percentage
• Date in and out for each investor so you can buy and sell, investors in and out mid-month. Add and remove an unlimited number of investors whenever you like and Mortgage+Care completely automates all distributions
• Fully automated “money in – money out” driven by payment processing
• Money flows into subsidiary ledgers (trust accounting) and then out according to “hold to dates” via printable MICR check or ACH electronic payment
• Investor reporting, including real-time online reporting, then allows you to provide your clients with a transparent investment platform

Our comprehensive feature set, broken down by category is located here - CLICK HERE

You may download a free 30 trial version here - CLICK HERE

For further details, contact a Mortgage+Care representative today!