Investor Forms

This page contains the forms to setup servicing with Madison Management Services, LLC. All forms are in Acrobat Portable Document Format or PDF for short. You will need Adobe’s free Acrobat Reader to view the forms. Click on the Acrobat Reader icon if you do not have this free browser plug-in already installed.

In order to get set up and ready to go whenever you purchase your first notes or need to create another entity with Madison, you to complete the entity set up requirements. We will need you to complete the following:

  1. W9  W9 Form
  2. ACH Form Investor ACH Form

Depending upon the servicing program you need, please complete one of the following servicing agreements:

  • Performing Loan Servicing Agreement
  • Full Collections Servicing Agreement
  • No Collections Servicing Agreement

These forms are required for each entity that needs to be set up. These forms are located below.

Our fees and services are outlined at the following web link

  • When you are ready to board your first note, we require each lender to provide us with an executed Loan Intake Form.
  • This form is also located at the above web link, and has been attached to this email as well.
  • We will also need you to complete the attached TOS Import Template with all of the borrower information and loan data.
  • This is used to board the loan here in our system.  We will also need to be provided with digital copies of the collateral file.
  • If this loan requires escrow services we will also need digital copies of the most recent tax and insurance bill.
  • These all can be uploaded to me through our secured Sharefile. Click here to upload files.

We will also need you to generate a RESPA Goodbye Letter, that is sent to the borrower to notify them that their loan will be service transferred to Madison Management Services.  If you need assistance with this please let me know as I can provide you with a template to use.

Please note that we currently do NOT accept loans to service in the following states.  If you have loans in one of these states, please contact us to discuss, as we always review our portfolio to see what states we may need to add to our servicing portfolio.

  • Maine
  • Montana
  • Nebraska
  • New Hampshire
  • New Mexico
  • New York
  • Oregon
  • South Dakota
  • Washington D.C.
  • West Virginia

If you have questions, please contact: or call us at (877) 563-4164 to help you get started.

Performing Loan Servicing Agreement – Click to Complete Agreement
Full Collection Servicing Agreement – Click to Complete Agreement

No Collection Servicing Agreement – Click to Complete Agreement
Please contact before completing “No Collections Servicing Agreement”

Loan Servicing Checklist – Click to download
Transfer Instructions- Click to Download
TOS Import Spreadsheet- Click to Download

Loan Intake Form – Click to Complete
FPI Request Form – Click to Complete
Investor ACH Authorization Form – Click to Complete Agreement
Loss Mitigation Options- Click to Complete
Servicing Power of Attorney – Click to Download
TILA Transfer Notice – Click to Complete

W9 Form – Click to Complete