account_balance Portfolio Solutions Group

Portfolio Solutions

A diligence and execution layer for institutional mortgage portfolios.

FundingShield PSG supports PE firms, banks, warehouse lenders, REITs, private credit real estate funds, law firms, asset managers, mortgage lenders, and servicers with verified data, remediation workflows, and audit-ready outputs across portfolio events.

Request a Demo →

timeline How It Works

From diligence to execution.

Pre-Close

find_in_page

Title Diligence & Remediation

Review title packages, CPLs, endorsements, settlement parties, and wire data before risk moves downstream.

Execution

description

Doc Prep, Recording & Assignments

Support recordable packages, corrective documents, assignment handling, investor review, and transfer readiness.

Post-Close

bar_chart

Monitoring & Reporting

Track liens, UCCs, recordings, trailing items, exception logs, and portfolio-level reporting.

apps Capabilities

PSG capability modules.

fact_check

Title Package Review

link

Lien & UCC Tracking

groups

Settlement Party Controls

verified_user

Wire Validation

receipt_long

Recording Support

assessment

Investor Reporting

insights Proven Results

Results at institutional scale.

$5T⁺

Protected

Closings across platform

$955B⁺

Flagged

For risk or deficiencies

$50B⁺

Halted

Closings due to risk

3-8x

ROI

Cited by clients

domain Built For

Trusted across key portfolio events.

sell

Whole Loan Sales

account_balance

Portfolio Financings

library_books

Securitization Prep

swap_horiz

Warehouse Transitions

merge_type

M&A / Wind-Downs

sync_alt

Servicing Transfers

Verified data. Managed remediation.
Audit-ready execution.

Ready to streamline your portfolio operations?

Talk to our team about how PSG can support your next portfolio event.

Contact Sales →

Sales@FundingShield.com | 949-706-7888 | FundingShield.com