Investor Notice Monitoring: Oakleaf Launches New Service

Oakleaf Investor Notice Monitoring Service

The Oakleaf Group, one of the nation’s leading providers of mortgage loan due diligence, data analytics, financial modeling, and advisory services for the mortgage and financial services industries, has launched a new service – Investor Notice Monitoring – that streamlines and dramatically cuts the time it takes to collect and analyze investor notices on public RMBS transactions.

Surveilling notices is a cumbersome process that demands time and resources – especially for holders of large RMBS portfolios. With Oakleaf’s new service, investors receive ongoing reports plus Oakleaf’s own expert analysis on the importance and level of urgency of each notice.

“Buy-side investors have neglected and missed impactful opportunities in investor notices for years, due to the strains on staff and the inefficient, cumbersome, and time-consuming rigors of navigating multiple trustee sites,” said John St. Martin, Director of Modeling and Analytics at Oakleaf. “Our service solves this problem for our customers once and for all in a quick easy-to-read management level report.”

After signing up for the service, Oakleaf begins to search and sort through every deal and then directs portfolio and asset managers to the notices that have potential economic impact on their position or require action. The service delivers reports twice per month and all notices include a click-to-view option.

To sign up, or to learn more about this service, contact John St. Martin at and (202) 684-2800 (ext. 127), or visit



Oakleaf at a Glance

The Oakleaf Group is a Washington DC-based, management consulting firm focused exclusively on the financial services, banking, and mortgage industry. Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients’ toughest problems. Oakleaf strives to enhance the financial and regulatory industry with data-driven, model-informed, analytics-enabled, and operationally rigorous services and solutions.

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As a mortgage and financial services consulting firm, we assist companies throughout the mortgage and financial services industry, including banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial clients. We work closely with management to identify and prioritize challenges, and we apply deep industry expertise that drives performance, resulting in performance transformation across the organization.

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