Our experienced team brings deep expertise in structured finance and asset management, delivering customized solutions that enhance portfolio performance and maintain full regulatory compliance. We uphold the highest standards of integrity and accuracy across every stage of MBS securitization, loan portfolio management, and trust administration.
why use goal solutions for
Mortgage and MBS Asset Management
Our comprehensive approach combines meticulous management, transparent reporting, and personalized support to ensure your portfolios perform at their best:
- Fund and Trust Administration: We expertly manage your loan pools, warehouse facilities, and trust accounts, providing monthly investor reports, capital calls, financial statements, and audit support to keep your investments compliant and transparent.
- Cash and Loan Servicing: Our team oversees bank accounts and cash reconciliation, manages borrower advances, waterfall distributions, and payment processing, and conducts data validation, onboarding, covenant monitoring, and compliance to maintain operational integrity.
- Portfolio Monitoring and Analytics: Leveraging automated data integration and validation, along with advanced data visualization on Lucidity, we deliver custom reports on prepayment rates, covenants, overcollateralization, and defaults — providing actionable insights to optimize your investment strategies.
- Dedicated Support & Strategic Partnership: Our experienced team offers personalized, responsive service tailored to your specific needs, ensuring efficient operations, regulatory adherence, and strategic growth.
We specialize in administering diverse loan pools, warehouse facilities, MBS & ABS trusts, and structured lending/investment funds with precision and expertise.
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