Resources · NMLS# 1885253
Forms, documents and tools.
Thank you for giving us the opportunity to service your portfolio. Whether you have 1 loan or 100, everything you need to get started is right here.
Wrap Loan Calculator
Estimate the monthly payment, the spread over your underlying lien, and the monthly escrow requirement — plus the full amortization schedule.
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Ready to transfer a note? Download the full setup kit and submit your packet to begin service.
Onboard a noteDocument library
Start here
Loan Setup Kit (full onboarding packet)
Everything you need to start service — services, fees, instructions and checklist.
Loan Servicing Checklist
The information we need to onboard a loan.
Borrower Setup Information
Borrower information form.
Seller / Lender Setup Information
Seller/lender information form.
Underlying Lien Information
Details of the senior loan(s) we assist with monitoring.
Loan Servicing Agreement (2024)
Current servicing agreement — one per address.
Borrower ACH Authorization
Set up recurring ACH bank draft at no extra cost.
Authorization to Release Loan Information
Permission to share account details with named parties.
Escrow Reserves Chart
How much escrow is required to start (see FAQ).
Documents open as PDFs. Submit completed setup packets to admin@polarismgmt.net.
Ready when you are
Put your wraps on autopilot — with a safety net.
Tell us about your notes. We'll show you exactly how Polaris services them and helps you keep an eye on the lien underneath.