NoteHarbor Help Center
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Search the guides, browse by topic, or ask us anything about servicing your loans.
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Find your way around
Getting started
Set up your account and add your first loan.
2 articlesLoans & payments
Create loans and record payments accurately.
6 articlesEscrow & taxes
RESPA escrow analysis and tax tracking.
5 articlesForeclosure
Track cases and sync deadlines to your calendar.
1 articleBorrower portal
Give borrowers a secure self-serve link.
3 articlesCredit reporting
Furnish payment history to the bureaus with Metro 2.
1 articleTeam & roles
Invite teammates and control what each can do.
1 articleImporting your data
Move your loans over from other software.
1 articleBilling & plans
Plans, per-loan fees, and white-label.
2 articlesPopular articles
Start with the essentials
- Getting started with NoteHarborCreate your organization, add your first loan, and invite your team.
- Creating a loanAsset vs. liability, terms, balloon notes, and the premature-submit guard.
- Recording a paymentApplication types, under- and overpayments, suspense, and schedule re-projection.
- Escrow analysis (RESPA)How the RESPA-compliant escrow calculator and annual analysis work.
- Tax tracking & the CPA packetInstallment-sale (Form 6252) figures and the exportable CPA document packet.
- Tracking foreclosure & calendar syncManage a foreclosure timeline and subscribe to deadlines in your calendar.
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