REsource Financial Planners
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Loss Mitigation Short Sale Asset Management Origination & Refinancing Portfolio Management
Portfolio Management & Analysis
If you haven’t already done so, we recommend an initial analysis of your current portfolio and new production to help predict upcoming defaults and prepayments. REsource will work with you to coordinate the appropriate campaign to contact these borrowers utilizing our licensed staff.

ARM Reset Campaign
Part of anticipating potential problems or runoff is to evaluate the reset terms of customers within your portfolio and understand rate increases that might cause ‘payment shock’ or just drive a performing customer to seek a lower rate through a external refinance. We will work with you to create a mailing campaign followed by an outbound calling campaign to make sure the borrower is aware of options you may have for them.

Portfolio Refi Campaign
Focus on performing portfolios in need of proactive customer contact for possible refi or advance workout communication.

Portfolio Retention Campaigns
Are lower rates causing runoff of your better customers? REsource will design a campaign to contact these customers on your behalf. We will analyze your portfolio and create a proactive campaign designed to reach to most likely refi customers. We will also create a reactive campaign utilizing credit triggers that notify you whenever one of your borrowers has a credit report pulled by a potential mortgage lender. If a borrower is considering a new mortgage or just checking rates, we want to make sure that you are in the game for the refinance. We are notified regularly regarding these occurrences and will immediately contact these borrowers to make sure they know that you, as their current servicer, have alternatives for them to consider.

Portfolio Acquisition
REsource utilizes its network of clients & partners to identify distressed portfolios for acquisition. We work with institutions, hedge funds, and individuals to find, analyze, and acquire distressed assets meeting their specific investment needs. Whether you are trying to sell or buy assets to stabilize your portfolio, we can help.

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