Marketplaces stop at the sale. Servicers just collect payments. NoteTrax is the layer in between: deal tracking, a real payment ledger, and portfolio visibility, built for the way note investors actually work.
Most note investors end up jury-rigging Pipedrive or a spreadsheet, building custom fields for loan balance, servicer, JV partners, and collateral links a generic tool was never built to hold. NoteTrax starts with those fields already in place.
Not a loan origination platform. Not a servicer. Just the pipeline, ledger, and portfolio view a note investor needs day to day.
Your full payment schedule generates automatically from a note's terms. Confirm a payment and it locks. Miss one and it's flagged, no manual tracking required.
Borrowers, servicers, sellers, and JV partners, linked directly to the notes they're part of, not buried in a spreadsheet tab.
Track a deal before you own it, separate from your actual portfolio, and move it over once you've actually purchased the note.
Active notes, payments received, missed payments, and portfolio value, filterable by month, quarter, or year, not just "right now."