How Does Investment Servicing Work?

The world of investment servicing can become quite confusing. This is especially true is you’re new to investing. With so many questions pouring into our investment servicing department, we decided to put together some of the most helpful answers here for you to learn more. Investment Servicing Frequently Asked Questions How does the Operator of an investment know when to make payments? When funded and closed, a welcome packet goes out that includes their first payment letter, mortgage statement, and coupon payment booklet. In the event of a late payment, letters go out to them on the 15th of each month. In addition, Balloon Payment letters go out at the 90/60/30 day mark before the investment is due. What do investors receive once the investment is closed and funded? When the investment is funded and closed, a notification goes to all invested parties. This informs them of their investment number, property address, and […]

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