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Secure document upload

Upload your note documents

Send your note, the recorded lien and the payment records through the secure form below. A note specialist reviews them with your quote.

  • Secure upload
  • Goes straight to a note specialist
  • Since 2017

Send your documents

  • The signed note
  • The recorded mortgage, deed of trust or contract
  • Payment history
  • Free and private
Upload documents → Call 888-297-4099
  • Note and lien documents
  • Payment records
  • Photos or scans are fine
  • Reviewed by a note specialist

Already talked with us, or ready to move faster? Upload your documents here. Clear photos or scans are fine; send what you have and we’ll tell you if anything else is needed.

Which documents to send

  • Copy of the signed promissory note
  • Recorded mortgage, deed of trust or land contract
  • Settlement statement (HUD-1 / closing statement) from the sale
  • Payment history: ledger or bank statements
  • Title insurance policy, if one was issued
  • Property insurance showing you as mortgagee or loss payee
  • Any amendments, modifications or extensions
  • Payer’s contact information (we ask permission before any contact)

Missing something? That’s common with private notes. Start the quote anyway; we’ll tell you what’s needed. You can also upload your documents securely.

Questions about uploading

What if I don’t have every document?

Send what you have. Copies often come from the closing attorney, the escrow company or the county records, and we’ll tell you what’s missing.

Which file types can I upload?

PDFs and clear photos or scans of each page work well.

Do I have to upload before I get a quote?

No. Basic terms are enough for a quote; documents speed up the review afterwards.

Upload your documents

Use this secure form to send your files. Include your name and phone so we can match them to your note.

  • The signed note
  • The recorded mortgage, deed of trust or contract
  • Payment history
  • Prefer to talk? Call 888-297-4099

No quote yet? Request a free quote first.

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