Reference · Documentation

How NoteGage analyzes a mortgage note

NoteGage is a pre-purchase mortgage note analysis and verification tool. It organizes listing claims, available sourced evidence, documents and deterministic deal math into one report so a buyer can see what is supported, what conflicts and what still needs verification before bidding.

Start with the source

NoteGage begins with the information available for a deal, such as a listing URL, listing details and attached documents. The report preserves where a material fact came from instead of presenting every input as equally verified.

Claims, evidence and unknowns

A seller-stated fact is not automatically a verified fact. NoteGage distinguishes claims from supporting evidence, conflicting evidence and unresolved information. If the available evidence does not support a conclusion, the report keeps the issue open rather than filling the gap with an assumption.

Deal math

NoteGage uses deterministic calculations for supported deal inputs. The purpose is to make the inputs and math inspectable. Not every metric is available for every deal; unsupported structures or missing inputs can require abstention or further verification.

The report

A report can include Deal Position, Five Questions, reconciliation, deal math, evidence, open questions, next actions and analyst reasoning. See the sample report walkthrough for the current production surfaces.

What NoteGage does not replace

NoteGage is a diligence and analysis aid. It does not replace title work, legal advice, servicing records, a current appraisal or other professional review when those are required to establish a fact.

Next reading

See the report these rules produce.

Review the current sample report, then test NoteGage on a real residential note you are already evaluating.