Transactional Services

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Highly Qualified Capital Markets Team

At Inglet Blair, we bring significant mortgage-related capital markets experience to every project. Our leadership team has priced and sold loans, negotiated complex agreements, managed securitizations, and delivered loans to the agencies. Whether you need support on a single transaction or long-term assistance, our mortgage due diligence and transactional services team is ready to help.

On-Demand or Long-Term Mortgage Transactional Services

Contract Review and Negotiation

Our dedicated team has reviewed and negotiated hundreds of mortgage-related contracts, including purchase and sale agreements, servicing agreements, custodial agreements, warehouse lending agreements, and vendor service agreements. We help you understand the risk in each contract, translating legal jargon into clear, actionable insights to protect your interests.

Managing Asset Settlements

Managing transaction settlements efficiently is critical to mortgage due diligence success. Our team calculates and ties out funding memos, verifies collateral review and certification, ensures all agreements are fully executed, and oversees the proper transfer of funds.

Collateral / Legal Document Review

We perform comprehensive legal document reviews to protect your interest in each loan. Our mortgage due diligence process includes validating:

  • Notes and riders
  • Mortgage instruments and assignments
  • Endorsement and assignment chains
  • Modification and assumption agreements
  • Condo/Co-op documents
  • CEMA documents
  • Data accuracy across all documentation
  • Proper execution and notarization
  • Title policy validity

Advisory & Brokerage Services

If you are buying or selling a mortgage-related firm or portfolio, we offer advisory services built on deep industry expertise. From operational-level due diligence to reverse inquiries for active mortgage loan buyers, Inglet Blair helps you uncover opportunities and manage risks effectively.

Asset Auctions

We manage auction sales for mortgage-related asset portfolios, whether small or large. Our mortgage due diligence experts analyze your assets, clear data and documentation deficiencies, seek multiple bids, and advise on the most competitive sale structure to maximize your return.

Custodian & Servicer Relationship Set-Up

Finding the right third-party custodian or servicer is critical. We help you quickly vet and establish trusted relationships with industry-leading providers, leveraging our extensive network to save you time and ensure a smooth onboarding process.

Why Inglet Blair for Mortgage Due Diligence?

Our transactional services are an extension of our comprehensive mortgage due diligence expertise. We help you uncover red flags, manage risk, and ensure every transaction positions you for success. We collaborate with you to customize each engagement to your goals and risk profile.

Partner with Inglet Blair for expert mortgage due diligence and transactional support.

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