NoteHarbor Help Center
How can we help?
Search the guides, browse by topic, or ask us anything about servicing your loans.
Browse by topic
Find your way around
Getting started
Set up your account and add your first loan.
10 articlesOffice & team workspace
Channels, Tasks, NotePad, and the shared Calendar — included on every plan.
6 articlesLoans & payments
Create loans and record payments accurately.
42 articlesLease-options & rent-to-own
Lease-options, rent-to-own, and land contracts — and converting them to notes.
3 articlesEscrow & taxes
RESPA escrow analysis and tax tracking.
11 articlesForeclosure
Track cases and sync deadlines to your calendar.
8 articlesBorrower portal
Give borrowers a secure self-serve link.
3 articlesRentals (RentHarbor)
Manage units, tenancies, rent, and maintenance — the RentHarbor add-on.
8 articlesCredit reporting
Furnish payment history to the bureaus with Metro 2.
1 articleTeam & roles
Invite teammates and control what each can do.
5 articlesImporting your data
Move your loans over from other software.
1 articleBilling & plans
Plans, per-loan fees, and white-label.
5 articlesPopular articles
Start with the essentials
- Getting started with NoteHarborCreate your organization, add your first loan, and invite your team.
- Your legal agreements & consentThe agreements you confirm when you create your company, and how to review them or change your marketing email preference later.
- Creating a loanThe wizard: parties (borrower/lender), terms, rate structure (Fixed / Rate Rider / ARM), escrow, and the premature-submit guard.
- Day-count conventions (30/360 · Actual/365 · Actual/360)Pick how interest days are counted per loan, set an org-wide default in Settings, and understand what changing it does to the schedule.
- US Rule — interest-shortfall treatmentChoose per loan how a payment that doesn't cover the interest due is carried: on the installment (standard) or as a US-Rule interest deficiency paid first.
- Balloon loans: schedule, notices & extensionsBalloon notes follow the normal payment schedule then balloon the remainder — with reminders at 12 months, 6 months, 90, 60, and 30 days out.
Shape the roadmap
Request a feature
Have an idea or a design tweak? Tell us — the most-requested ideas get built first.
Request a feature, report a bug, or ask us anything
All requests now go through support so we can follow up with you directly.
Open a support request and we'll get back to you by email and in your support inbox. Feature ideas and design tweaks shape what we build next — the more specific, the better.
Open a support requestStill stuck?
Ask a question
Can't find it in the guides? Send it over. Leave an email and we'll reply — and the most-asked questions become new help articles.
Prefer to track it? Still need help? Open a ticket and follow our replies in your account.