The Nation s Leading Provider of Specialized Financial Asset Servicing Since 1997
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1 The Nation s Leading Provider of Specialized Financial Asset Servicing Since 1997
2 A MTAG ER DELIVERING THE HIGHEST LEVEL OF SERVICE MTAG Services, LLC has been the nation's premiere provider of specialized financial asset servicing since MTAG has managed hundreds of thousands of assets and serviced over $3 Billion since inception. Our team is comprised of highly skilled professionals with comprehensive experience in the complex specialized financial asset servicing industry. From years of involvement on the investor side, we understand the critical consequences of accuracy, reporting, communication and prompt follow-up. We are acutely aware of the direct impact these actions have on the return to investors which is why we approach the servicing of our clients' assets as if they were our own. For over twenty years we have been developing and refining our servicing practices. Utilizing proprietary, state-of-the-art technology, we are able to establish and deliver effective and efficient servicing for each asset class while employing a truly responsive approach to niche asset management. Responsive, informed client service is vital in our industry. This is why we operate with diligence and commitment to achieve the highest level of quality service in all endeavors we undertake - and to all parties with which we interact. ACCREDITATIONS SOC 1 - Type 2 compliant Kroll Bond Rating Agency Tax-Lien Servicer Review
3 Achieve managed growth of your investment portfolio through MTAG s premier Lender Support Solutions offerings. Lender Support Solutions are valuable services for lenders and investment firms who seek to mitigate the risk of investing in or lending against niche financial assets. MTAG s solutions enhance our clients risk management framework and offer a nimble crisis management team to spring into action as soon as a crisis emerges. MTAG works with our clients to develop Risk Management Support Solutions and Default Support Solutions tailored to any type of niche financial asset investment. MTAG has experience with a broad range of specialized financial assets to include the following products: Commercial PACE Loans Law Firm Financing & Attorney Funding Pre-Settlement Funding & Litigation Financing Medical Lien Receivables Small Balance Commercial Loans Transportation Factoring Digital Media Factoring Merchant Cash Advances Structured Settlements Property Tax Liens Property Tax Loans Property Tax Deeds Water and Sewer Receivables REO Property Auto Loan Financing Retail Financing
4 PACKAGE CUSTOM FIT SOLUTIONS MTAG works with our clients to develop a Lender Support Solutions package tailored to the clients unique niche asset lending/investment program. Our Lender Support Solutions package offer clients: Risk Management Support Solutions Default Support Solutions Risk Management Support Solutions are designed to enhance existing risk management programs by focusing on detecting, monitoring and reporting on risks inherent in niche financial asset portfolio companies. Default Support Solutions focus on crisis response and crisis management during an event of default or non-compliance.
5 RISK MANAGEMENT SUPPORT SOLUTIONS Risk Management Support Solutions are designed to verify the existence of and secured interest in the collateral assets, verify borrower s compliance with debt covenants, verify accuracy of borrowers accounting and system records, and verify accuracy of financial and non-financial data reported by the borrower to the lender. OUR OFFERINGS INCLUDE: Pre-Funding Due Diligence Debt Covenant Compliance Program Borrowing Base Certificate Review Portfolio Asset Review Confirmation of Accounting and System Records Backup Servicing Readiness
6 RISK MANAGEMENT SUPPORT SOLUTION OFFERINGS Pre-Funding Due Diligence Debt Covenant Compliance Program Borrowing Base Certificate Review Portfolio Asset Review Confirmation of Accounting & System Records Backup Servicing Readiness Perform pre-funding collateral verification. Perform securitization due diligence. Develop compliance checklist. Monitor compliance. Notify of adverse changes, non-compliance or default event. Verify Borrowing Base Certificate supports requested Advance amount. Verify existence, valuation and reporting of pledged collateral against system records and source documentation. Perform rotational collateral monitoring examinations. Perform one-time or recurring field examinations. Deliver customized reporting packages. Evaluate accounting procedures and financial reporting capabilities. Perform authenticity testing to verify existence and accuracy of collateral reporting and assignments. Obtain understanding of borrower s operations and the manner in which purchases, funding and collections are monitored through its systems. Transition team on standby to step-in as niche asset servicer.
7 DEFAULT SUPPORT SOLUTIONS Default Support Solutions are designed to provide critical crisis management support by performing cash control duties on behalf of the lender, performing inspections, examinations or reviews during an event of default, monitoring compliance with default remediation plans, and by stepping in as servicer of the niche financial asset. OUR OFFERINGS INCLUDE: Deposit Account Control Agreement Fiduciary Non-Compliance Management Event of Default Management Niche Financial Asset Servicing
8 DEFAULT SUPPORT SOLUTIONS OFFERINGS Deposit Account Control Agreement Fiduciary Review appropriateness, reasonableness, validity of borrower funding & transfer requests prior to submitting disposition to the bank. Process funding and transfer requests. Non-compliance & Event of Default Management Perform inspections, examinations or reviews during an event of default. Monitor compliance with default remediation plan through applicable grace period. Niche Financial Asset Servicing Use in-house, proprietary technology to service and manage each niche asset class. Coordinate with borrower to obtain access to all depository accounts, concentration accounts, active logins, contact information, and other financial information needed for servicing and collection activities.
9 COMMON LENDER SUPPORT SOLUTION PACKAGES Example Package A Example Package B Pre-Funding Due Diligence Portfolio Asset Review Collateral monitoring & verification Portfolio Asset Review Annual field examinations Portfolio Asset Review Collateral monitoring & verification Borrowing Base Certificate Review Debt Covenant Compliance Program Backup Servicing Readiness Backup Servicing Readiness
10 PROCESS Lender & MTAG Discuss asset class and lender support needs Develop & set parameters for solutions package Borrower & MTAG Review supporting processes & systems used in collateral purchasing & collecting MTAG prepares lender support solutions agreement to include selected solutions & fee structure Lender, Borrower & MTAG Discuss parameters of & payment terms relative to lender support solutions agreement Finalize loan/credit agreement; Finalize lender support solutions agreement Lender & MTAG MTAG safeguards and monitors assets as if they are our own, giving lenders peace of mind and allowing them to focus on growing their investment portfolio.
11 EXPLORE FURTHER Contact MTAG s Lender Support Solutions group today and allow our team of professionals to provide customized high-value, cost effective solutions for your investment portfolio needs.
The Nation s Leading Provider of Specialized Financial Asset Servicing Since 1997
The Nation s Leading Provider of Specialized Financial Asset Servicing Since 1997 DELIVERING THE HIGHEST LEVEL OF SERVICE MTAG Services, LLC has been the nation s premiere provider of specialized financial
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