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Loan Servicing+Asset Management

Comprehensive services across the lending lifecycle.

$26B+ in assets under management

Most clients don’t have the time, infrastructure, experience, or training to deal with the day-to-day minutia and complexity of asset management or consistently complete advanced financial reporting.
To lift that burden and, more importantly, improve returns, we offer a complete solution—from borrower outreach and primary servicing to default aversion and collections—for managing entire loan portfolios. Additionally, our team of industry experts deliver insightful, accurate, and compliant financial reporting.

Matt Meyers


"Our clients recognize the long-term benefits of partnering with a specialized servicer who provides both default prevention and enhanced collections in order to maximize portfolio performance."

Customizable services across the loan lifecycle

We offer services spanning the entire gamut of asset management needs—tactical, analytical, strategic, and advisory. Our analytics-based approach enables us to improve loan performance for our clients.

Primary servicing

Optimized loan performance starts with better borrower relations. We proactively ensure that borrowers understand their obligations and have repayment options that set them up for success.

Master servicing

We conduct regular on-site visits and maintain daily contact with all vendors to be sure borrowers are treated with empathy and respect, and that they’re well-positioned to avoid default.

Default aversion

To minimize losses, we outsource critical collections activities to vendors that are the best at what they do.

Default recovery

We frequently rotate accounts to maximize loan performance. And we monitor our wide network of agencies that specialize in all stages of post-default recovery activities for performance and compliance.

Compliance monitoring and management

As part of our highly customizable compliance management platform, we monitor every aspect of a vendor’s internal systems and processes. This includes regular call monitoring and on-site visits, where we meet with executive staff and key personnel.

Loan Servicing Defined

How to know if you need more than one loan servicing solution.

In lending, loan servicing is time and resource-intensive. While many companies have the financial resources and accounting expertise to handle loan servicing internally, the recordkeeping and compliance burden along with the need for better borrower-facing technology makes loan servicing costly and detracts from their core business.

Knowing what servicing services your institution needs can be complicated. With more than a decade of loan servicing experience and $26B under management, we want to make loan servicing easier. Read on to learn about the different servicing solutions for improved loan performance.

Ryan Gray


"Traditional administrative reporting simply summarizes month-to-month principal and interest. Our enhanced services provide customized reporting, trust administration, and treasury management for a variety of complex financing structures."

Advanced Reporting and Administration

Customized Financial Reporting 2

Customized Financial Reporting

Goal creates transparency for our clients through customized investor and surveillance reporting. We monitor performance at both the loan and trust levels and our parity calculations ensure that the right parties are always paid accordingly.

Database Management & Business Intelligence

Our proprietary data warehouse provides a centralized repository to securely manage all transactional information. We’re equipped to manage millions of records monthly and we have a standardization process to ensure consistent interpretation of that data.

Manages more than 88 different financial structures

Maintains SSAE 18 SOC 1 Type II Audit compliance

Investor Relations

Customized Financial Reporting

When your investors have questions, our team is at-the-ready. We prioritize responsiveness and accuracy whenever transactional concerns arise, acting in the best interest of our clients and protecting their reputation with investors.

Client Success Story

Increasing Recovery Rates Over the Long Term

Situation: A securitization trust wanted to exit student loan financing. With defaulted loans and underperforming bonds, the company needed to collect assets to generate improvements and pay off the bondholders.