Preferred Mortgage Services

Preferred Mortgage Services (PMSI) provides data-driven mortgage investor reporting and accounting for residential loan servicers, investors, and mortgage servicing-rights owners. Its technology platform automates reporting and reconciliation workflows, helping clients investigate cash-flow errors and ensure accurate accounting. Services include investor and portfolio reporting, account reconciliation, payment clearing, research, onboarding portfolio reviews, and backup reporting. PMSI supports mortgage portfolios across government-sponsored and private investors.