MISSION: At MTAG, our mission is to provide solutions for investing in and managing specialty finance assets.

VISION: To be the solution provider of choice for managing, servicing, and investing in select specialty finance assets.

A leader in client satisfaction and service, MTAG stands by its best-in class servicing platform and commitment to client success. Our experienced team supports all investment programs for niche financial assets, including receivables, commercial loans, structured settlements, PACE loans, and other niche financial assets. We are well versed in balance sheet lending, life company portfolios, agency programs, and institutional investments.

Primary Servicing

While other firms may take a “call-center” approach to loan servicing, we believe in a higher-touch model that gives our clients the expert-level of customer service they deserve.

MTAG’s commercial loan servicing offerings are among the industry’s strongest. We offer competitive pricing on a comprehensive range of services, including:

  • Master Servicing.

    • Manage and oversee sub-servicers in portfolios with multiple originators or seller servicers.

  • Primary Servicing.

    • Provide traditional loan, investor reporting, and delinquency administration services.

  • Special Servicing.

    • Leverage loan workout expertise and asset management for non-performing loans.

  • Government-Sponsored Enterprise and FHA/HUD Servicing.

    • Oversee loan closing, loan servicing, and asset management for Fannie Mae, Freddie Mac, and FHA/HUD loans.

  • Customized Portfolio Services.

    • Conduct loan servicing and asset management for third-party lenders’ portfolios of performing and non-performing loans, as well as subordinate debt, including B-notes, mezzanine loans, and preferred equity investments.

Back-up Servicing

It never hurts to have a pinch-hitter. Just send us your asset tape, and within a few weeks, we’ll have a fully replicated system in place in case you ever need us to step in. You’ll have peace of mind knowing that we are ready and capable to support you with:

  • Executing operational reviews of servicers

  • Receiving, reviewing, and storing portfolio data files

  • Verifying monthly servicer reports

  • Performing collateral analyses

  • Assuming certain servicing obligations and maintain servicer transition plans if a default were to occur

In the event you need us, we’ll be able to execute seamlessly without any interruption to  your borrowers or to loan collections.


Manage risk and outsource administrative duties with MTAG’s sub-servicing capabilities. Our team will help support yours with all back-office services, investor reporting, and delinquency administration services. And because our services span the entire asset lifecycle, you’ll get a complete start-to-finish asset management solution from a single source.

Offload all your servicing to us or just leverage us when you need extra support — for instance, during surges in loan workouts and restructuring. We’re here to help in whatever capacity you need us.​

MTAG provides niche financial services for municipalities, large financial institutions, specialty asset funds, and large individual investors. We are ratings agency-approved, SOC I Type II compliant, and an approved custodian by multiple lenders. Since inception, we've managed and serviced more than $5 billion of niche financial assets.