Institutional Portal

For Lenders & Institutions

Diagnostic Intelligence for Portfolio Management

Title Rescue Desk provides diagnostic intelligence services supporting special servicers, asset management divisions, REO portfolios, and institutional lenders managing title-impaired properties requiring documented risk assessments and disposition strategies.

Enterprise Service Standards

Master Service Agreements with defined SLAs, volume pricing structures, priority processing protocols, and standardized KPI reporting for institutional portfolio management operations.

  • 48–72 hour turnaround SLAs
  • Volume-based diagnostic pricing
  • Dedicated account management
  • SOC 2 compliant data handling

Institutional Use Cases

  • Pre-foreclosure title analysis for NPL portfolios
  • REO disposition diagnostics for marketability assessment
  • Bulk acquisition due diligence for distressed portfolios
  • Special servicing triage for title-impaired assets
  • Loss mitigation support with documented no-go determinations
Engagement Protocol

How Institutions Engage

Structured, repeatable process designed for institutional asset managers, special servicers, and portfolio administrators requiring documented title intelligence and risk assessment.

1

Intake

Submit property identifiers, title documentation, and asset context via secure portal or institutional intake form. Assignment confirmation within 4 business hours.

2

Scope

Diagnostic scope defined based on defect complexity. Standard, expedited, or multi-defect scoping available. Fee structure and timeline communicated before analysis begins.

3

Reporting

Written diagnostic report delivered within SLA timeframe (48–72 hours standard). Includes A–D risk grade, defect analysis, cure path recommendations, and disposition guidance.

4

Billing

Per-file billing, monthly invoicing by retainer, or seat-based access available. Volume pricing applies for portfolio-level engagement. NET 30 terms for approved institutional clients.

Service Level Commitments

Response Times

Intake acknowledgment within 4 business hours. Standard diagnostic turnaround 48–72 hours from complete documentation receipt.

Scope Boundaries

Diagnostic scope defined upfront. Additional research or multi-jurisdictional analysis communicated before engagement expansion.

KPI Reporting

Quarterly performance summaries available for institutional clients: volume processed, average turnaround time, risk grade distribution.

SLA terms are formalized in Master Service Agreements for institutional engagements. Contact us to discuss custom service level requirements for your portfolio management needs.

Institutional Portal: Documents & Resources

Master Service Agreement Template

Enterprise MSA template with custom SLA terms, volume pricing, and institutional compliance provisions.

Download PDF

SLA & KPI Summary

Service level commitments, turnaround guarantees, and key performance indicators for institutional clients.

Download PDF

Institutional Intake Form

Structured diagnostic request form for portfolio-level submissions with asset identifiers and servicer information.

Download PDF

Vendor Compliance Documentation

Certificate of Insurance, W-9, business license, data security attestation, and SOC 2 certification.

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Sample Portfolio Report (Redacted)

Redacted sample of institutional diagnostic report with portfolio-level risk summaries.

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Data Access & Retention Policy

Institutional data handling standards, retention timelines, and secure destruction protocols.

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