Document Custodian

CORPORATE & INSTITUTIONAL

Your transaction requires a provider who has the reputation, technical platform, and commitment to service and help safeguard your physical and electronic loan documents. 

Execution means more than just completing the transaction

As a full service provider, we offer physical and electronic document custody services to satisfy your traditional and evolving custody needs. Through our use of emBTRUST™ Custody Management Services System, our proprietary DocVerify automated verification system, and internally hosted eVault program, clients receive innovative technology promoting stability, accessibility, and responsiveness.

Full Service Trustee Provider

Indenture Trustee

Paying Agent

Backup Servicer

Document Custodian

Independent Director

Owner Trustee

Successor Trustee

EVault Services

Whether your transaction requires electronic or physical document custody services, our comprehensive suite of services includes:       
    
  • File review, certification, and recertification
  •  Exception and inventory reporting
  • Secure, fire resistant physical environment located in Buffalo, NY
  •  eVault for safekeeping Authoritative Copies of eNotes and other eChattle contracts
  • FNMA, GNMA, and FreddieMac certified

As document custodian, our team is committed to thoroughly satisfying all requirements for safekeeping, certifying, controlling, accounting for, releasing, and reporting all documents.

Our team is here to support you from start to finish

CONTACT A SPECIALIST

Our Document Custody professionals deliver a comprehensive service to review, report and safeguard both physical and electronic loan documents across a variety of asset classes.

Rick D'Emilia headshot

Rick D'Emilia
Managing Director

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Ben Ochrym headshot

Ben Ochrym
Managing Director

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Pat Schultz headshot

Patricia Schulze 
Managing Director

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Lisa Lewis headshot

Lisa Lewis 
Product Leader

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How can we help?

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