MTAG Services

Specialty Finance Experts

MTAG Services is a leader in the recovery and servicing of specialty finance assets. We have acquired and managed more than $5 billion in assets since our inception in 1997. Our 30-person team is comprised of highly-skilled professionals with comprehensive experience in the complex financial asset servicing industry. 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.

MTAG Services has developed expertise in navigating through complex due diligence, managing unique assets and situations, maintaining a tightly-controlled transactional environment, and providing highly-effective asset management services. Clients rely on our institutional-grade systems and procedures that have been specifically designed to manage specialty finance assets. MTAG Services’ procedures and controls are audited on an annual basis, satisfying the requirements of lenders, investors and rating agencies. In addition, MTAG Services is SOC 1 Type 2 compliant.

MTAG Services Manages a Broad Array of Asset Classes, Including:

Property tax liens

PACE assessments

Factoring receivables

Property tax loans

Pre-settlement advances

Agricultural loans

Real estate bridge loans

Structured settlements

Vending Machines

WHY MTAG?

Technology

We have developed a state-of-the-art technology platform to track portfolios of specialty finance assets from the point of acquisition to final resolution. We maintain a dedicated staff to continually improve and update our proprietary systems to better serve the client.

Experience

Throughout our management team’s combined 100+ years in the specialty finance space, we have witnessed successes as well as mistakes. We use this experience to steer our clients away from mistakes and onto a path to profitability.

Operational Leverage

We take on the procedural and repetitive parts 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 20+ year operating history, we have developed streamlined and effective processes for managing the lifecycle of specialty finance assets. These time-tested processes allow us to perform more efficiently for our clients.

Focus

Specialty 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 industry.

Stability

We are a well-capitalized company with a consistent track record of profitability.

Security

MTAG Services has developed robust disaster recovery systems and procedures. We invest our own capital to continually test and enhance our systems to ensure 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.

MTAG Services Offers the Following Services
to Investors and Finance Companies:

Asset Services

  • Document Custodian Services
  • Call Center Services
  • Asset Administration
  • Master Servicing
  • Special Servicing & Asset Management
  • REO Management
  • Environmental Risk Analysis
  • Back-Up Servicing
  • Stand-By Servicing
  • Asset Verification Services

Asset Management Support Services

  • Waterfall Administration
  • Covenant Tracking
  • Cash Administration
  • Cash Activity Reconciliation
  • Collateral Verification
  • Trends Analysis
  • Report Generation
  • Payment Statement Review
Adam Berman