Servicer of Record · The Partner Ecosystem

When your work depends on the servicer, depend on DSI.

Originators, workout counsel, CPAs, fund admins, title officers, and trustees rely on the servicer of record for the documents that close their transactions and the reports that pass their audits. We treat every request like the deadline it is.

The Servicing Ecosystem

Four Partners. One Servicer of Record.

DSI is purpose-built around the four workflows that touch a private-money loan from boarding through payoff. Each partner type has its own bar — we built our process around theirs.

Originators & Lending Partners

Private money lenders, hard money lenders, and mortgage brokers who originate the loan and need a compliant servicer to take it from close to payoff.

  • 48-hour loan boarding from complete docs
  • White-label borrower statements and investor reports
  • Broker fee and origination point disbursements
  • RESPA, TILA, and California-specific compliance baked in

Real Estate & Bankruptcy Counsel

Workout attorneys, REO counsel, and bankruptcy practitioners who need fast, attorney-grade documentation from the servicer of record.

  • Payoff demands turned in 48 hours or less
  • Proof-of-claim packages with full payment history
  • Default notice (NOD), notice of sale (NOS), and trustee coordination
  • REO transition support and post-sale accounting

CPAs & Fund Administrators

Tax advisors, fund admins, and auditors who depend on the servicer for year-end packages, K-1 supporting detail, and audit-ready reporting.

  • 1098s and 1099-INTs delivered before January 31
  • K-1 supporting schedules with loan-level detail
  • GAAP-aligned monthly statements for fund audit prep
  • Direct read access for auditors during fieldwork

Title, Escrow & Trustee Officers

Title officers, escrow officers, and foreclosure trustees who need beneficiary statements, payoff demands, and reconveyance documents to close transactions.

  • Beneficiary statements within one business day
  • Per-diem interest grids on every payoff
  • Reconveyance and lien release coordination
  • Electronic delivery — no fax, no mailroom delay

Service Standards

The bar we hold ourselves to

Servicing is a deadline business. A late payoff demand blows escrow. A missing 1098 blows tax season. A sloppy proof of claim loses standing in bankruptcy court. We built the workflow around the deadline — not the other way around.

Get a Servicing Quote
  • Same-day acknowledgment on every demand, payoff, and beneficiary request
  • Attorney-grade default workflow: NOD, NOS, and trustee sale coordination
  • 1098 and 1099-INT delivered before January 31 — every year, no exceptions
  • GAAP-aligned monthly statements built for fund audit prep
  • Direct line to a named DSI account manager — never a ticket queue
  • RESPA, TILA, and California-specific compliance baked into every workflow

Need a payoff demand, beneficiary statement, or workout coordination?

Call (626) 796-1680 or send a request. Every inquiry from counsel, title, escrow, CPAs, and fund admins gets a same-day acknowledgment.