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JAX ADVISORY

SERVICES

ASSET SERVICES

-Pre-Purchased Asset Due Diligence

-Document Custodian Services

-Portfolio Construction and Modeling

-Special Servicing and Asset Management

-REO Management

-Asset Disposition Planning and Oversight

TYPES OF ASSETS SERVICED BY JAX ADVISORY

-Tax Liens

-Tax Loans

-Tax Deeds

-REO

SERVICING KEY PROCESSES

CUSTODIAL

  -Certificate Monitoring and Recording

  -Correspondence

  -Payoff and Release

PAYMENT PROCESSING

  -Support Documentation

  -Payment Allocation Logic

  -Research and Refunds

LENDER SUPPORT

-Pre-Funding Due Diligence

-Debt Covenant Compliance

-Borrowing Base Certificate Review

-Portfolio Asset Review

-Backup Servicing Readiness

-Deposit Account Control Agreement Fiduciary

ASSET MANAGEMENT KEY PROCESSES

 

-Asset Plans and Liquidation Recommendations

-Delinquent Tracking and Noticing

-Loan and Lien Administration Expense Tracking

-Foreclosure and Litigation Management

-Asset Evaluation and Re-Marketing

 

PORTFOLIO RECONCILIATION & REPORTING

  -Quality Control

  -Daily Cash Allocation Reports

  -Portfolio Activity Reports

  -Monitoring Key Portfolio Characteristics

CLIENT ACCESSIBLE INFORMATION

  -Real Time Client Portal

  -Client Sites for Information Exchange

  -Periodic Data Files for Clients

 JAX Advisory​ understands and services most specialized real estate. 

We currently manage portfolios in Illinois, Indiana, South Carolina, Florida, Colorado, and New Jersey. 

JAX Advisory
111 W. Washington Street
Suite 1270
Chicago, IL 60602
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