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 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 with a nationwide portfolio exceeding $1 Billion. MTAG Services was the first company to be nationally ranked by Standard & Poor s Rating Service as a tax lien servicer. 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 Standard and Poor s Asset-Backed Servicing Tax-Lien ranking Kroll Bond Rating Agency Tax-Lien Servicer Review MTAGServices.com ContactUs@MTAGServices.com Page 01
3 SERVICES MTAG PROVIDES Document Custodian Services Call Center Services Master Servicing Special Servicing and Asset Management REO Management Environmental Risk Analysis & Remediation Management Back-Up Servicing Stand-By Servicing Asset Verification Services Fund Administration TYPES OF ASSETS SERVICED BY MTAG SERVICES Structured Settlements Tax Liens Tax Loans Tax Deeds REO Brownsfield Liens Housing Preservation Development Merchant Cash Advances Small Balance Commercial Loans Pre-litigation Funding Water and Sewer Receivables MTAGServices.com Page 02
4 WHY MTAG SERVICES? SCALABILITY Our percentage of AUM fee structure accounts for wide swings in portfolio size from a servicing perspective. Whether your portfolio is at its highest level during the year or at its lowest, our fees remain a variable cost. EXPERIENCE Throughout our management team s combined 60+ years in the specialized financial asset space, we have witnessed successes as well as mistakes. We use this experience to steer our clients away from mistakes and onto a path toward profitability. FOCUS Specialized asset servicing is all we do. Because we focus all of our attention on servicing, we are able to hone our skills and expertise, assuring that we live up to our commitment to be the best service provider in the nation. ACCREDIDATION Every lender or investor can be comfortable in the knowledge that MTAG Services will protect their investments. We currently hold a tax lien servicer ranking with both Standard & Poor s and Kroll Bond Rating Agency, we are SOC I Type II compliant, and we are an approved custodian by multiple lenders. STABILITY We are a well capitalized company with a consistent track record of no quarterly losses. FREEDOM We take on the procedural and repetitive part of asset management giving investors the freedom to spend their time raising capital, developing and executing acquisition strategies, and deciding on disposition options. PROCESS Throughout our years in the industry, we have developed streamlined and effective processes for managing the lifecycle of specialized financial assets. These time-tested processes allow us to perform more efficiently for our clients. SYSTEMS We have developed a state-of-the-art system to track portfolios of specialized financial assets from the point of acquisition to final liquidation. We maintain a dedicated staff to continually improve and update our proprietary system to better serve the investor. SECURITY MTAG has developed robust disaster recovery systems and procedures. We invest our own capital to continually test and enhance our systems to assure that your data is safe and secure. INDEPENDENCE Knowing that an independent third party is acting as servicer and custodian gives your investors and lenders a higher level of confidence. MTAGServices.com ContactUs@MTAGServices.com Page 03
5 SERVICING KEY PROCESSES CUSTODIAL Certificate Monitoring / Recording Correspondence Payoff and Release CLIENT ACCESSIBLE INFORMATION Real Time Client Portal Client Sites for Information Exchange Periodic Data Files for Clients PAYMENT PROCESSING Daily Lockbox and ACH Review Support Documentation Payment Allocation Logic Research & Refunds PORTFOLIO RECONCILIATION & REPORTING Quality Control Daily Cash Allocation Reports Portfolio Activity Reports Monitoring Key Portfolio Characteristics TAXPAYER & BORROWER CALL CENTER Daily Support Payoff Center General Services Payment Plan Administration TaxLienSupport.com FUND ADMINISTRATION General Ledger Maintenance Fund Reporting Audit Management Tax Management ASSET MANAGEMENT KEY PROCESSES Asset Plans & Liquidation Recommendations Delinquent Tracking & Noticing Loan & Lien Administration Expense Tracking Foreclosure & Litigation Management Asset Evaluation & Re-marketing MTAGServices.com ContactUs@MTAGServices.com Page 04
6 MTAG SERVICES COMMITMENT TO EXCELLENCE At MTAG Services, our mission is to be the servicer that safeguards and manages our clients' assets as if they were our own investments. We give our clients peace of mind while allowing them to focus their attention on more valuable activities. Our vision is to be the most recognized and respected niche asset servicer in the world. PHILOSOPHY & CORE VALUES CUSTOMER FOCUS We put our clients first and strive to understand, anticipate, and exceed their expectations. INNOVATION We use new ideas and technology to solve problems that strengthen our business and lead MTAG to new revenue and growth opportunities. TEAMWORK Our diverse team works together toward the company goal of being the best-in-class niche asset service provider. INTEGRITY We manage our clients assets and resources responsibly by performing duties in good faith and maintaining the highest ethical standards. CULTURE We create a positive company culture that drives productivity and facilitates teamwork. MTAGServices.com ContactUs@MTAGServices.com Page 05
7 MTAGServices.com
The Nation s Leading Provider of Specialized Financial Asset Servicing Since 1997
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