See your
note options
in one place.

Complete four short steps to receive an immediate confirmation number and an organized summary of the information you provide, the paths you select, and details that may need verification.

See an illustrative sample

Start without documents and with no obligation to sell. The review is preliminary rather than a valuation or offer.

  • Four short steps
  • Immediate confirmation
  • Organized summary

The Note Cabinet

Four short stepsStart with the information you know.
Immediate confirmationReceive a reference number when you submit.
Organized summarySee your information and selected paths together.
You choose what followsReview the summary before any next step.

A clearer starting point for your decision.

The review organizes the information you share so you can see what is known, what you chose to explore, and what may need verification.

Note snapshot

The note type, property state, payment details, and other information you provide.

Selected paths

Keep, Sell part, Sell full, Compare all, or Unsure—based on what you select.

Verification record

Details that may need confirmation if you later choose to continue.

Confirmation number

An immediate reference number for the review request you submit.

The summary reflects information you provide. It does not independently verify the information or determine value, eligibility, or transaction terms.

See how your information may be organized.

This illustrative sample shows the format and type of information that may appear after submission.

Illustrative format. This is not an actual review, valuation, approval, commitment, or offer.

Illustrative sampleNote Options Summary
Confirmation
SAMPLE-ONLY
Note type
Mortgage note
Property state
Arizona
Approximate balance
Not provided
Payment status
Payments are current
Path selected
Compare all paths

Details that may need verification

  • Current balance and payment terms
  • Payment history
  • Note and related documents
  • Property, title, and lien information

Actual content depends on the information submitted.

Keep. Sell part.
Sell full.

All three paths receive equal footing. Understand the general tradeoffs, then choose what you want the review to record.

Keep

Keep the note

Continue receiving scheduled payments under the note’s existing terms while retaining future payment and collection risk.

Sell part

Explore a partial sale

Explore whether selected future payments could be exchanged for cash while you retain other payments.

Sell full

Explore a full sale

Explore whether the remaining payments could be exchanged for a lump sum after relevant information is verified.

Availability, eligibility, and any actual terms depend on the note, verification, transaction structure, jurisdiction, and market conditions.

Start with what
you know.

You do not need every number or document to begin. Optional fields can be left blank.

  1. 01

    Share the note basics

    Choose the note type, enter the property state, and add an approximate balance if you know it.

  2. 02

    Add the payment picture

    Share the payment, interest rate, and current payment status you know.

  3. 03

    Choose what to explore

    Select Keep, Sell part, Sell full, Compare all paths, or I am not sure yet.

  4. 04

    Choose what follows

    Receive your confirmation and summary, with contact follow-up only if you request it.

Know what the
review does.

Clear answers about the summary, follow-up, documents, and the limits of a preliminary review.

You control the follow-up.Receive the summary, then choose what happens next.
What is a Note Options Review?

It is a four-step intake that organizes the note information you provide, records the path or paths you want to explore, and identifies details that may need verification.

What will I receive after I submit?

You will immediately receive a confirmation number and an organized summary of the information you entered, your selected path, and items that may need verification.

Do I need documents to start?

No. Start with the information you know. Documents or additional details may be requested later only if you choose to continue and they are relevant to the path being explored.

Is the review a valuation or offer?

The review is preliminary. It is not an appraisal, valuation, approval, commitment, or offer, and it does not determine eligibility, availability, price, timing, or transaction terms.

Will someone contact me?

Only if you request contact follow-up. You may receive your summary and choose not to continue.

Can I compare all three paths?

Yes. Select Compare all paths if you want the summary to record that preference. The review does not recommend or select a path for you.

How is my information used?

The information is used to create your summary and confirmation. If you request follow-up, the contact details you provide are also used to respond. See the Privacy Notice.

Start with the information you have.

Complete four short steps, then receive your confirmation number and organized summary immediately.

Begin without documents, keep every path open, and request contact follow-up only if you want it.

Start with what you know.

Complete four short steps using the information you know; documents are not required. After submission, your confirmation number and organized summary appear immediately.

Step 1 of 4

Your information is securely sent to The Note Cabinet to create this summary. Contact details are used only when you request follow-up. See our Privacy Notice.