Note submission

Submit your note for review

Whether you hold a single seller-financed note or a small portfolio, send it over and we'll give you a clear picture of its health: chain of title, endorsements, allonges, assignments, and servicing readiness. There's no obligation — just a plain-English summary of where things stand.

What to include

  • The promissory note (and any allonges attached to it).
  • Recorded assignments of mortgage or deed of trust, if you have them.
  • Servicing statements or a payment history, if available.
  • A short description of what you'd like us to look at.

Don't have everything yet? Submit what you have — we'll tell you exactly what's missing in our follow-up.

Submit a note

Send us your note and documents.

Share a few details and upload the note, allonges, or assignments if you have them. Files stay private and are only used to prepare your review.

By submitting, you agree we may contact you about your request. We do not share your documents with third parties.

Questions before you submit? Call us at 802-438-3068 or email jcarterfinancial@gmail.com.