Loan Portfolio Management Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
RFP Release Date: April 24th, 2026
Question Submission Deadline: May 14th, 2026
Response Submission Deadline: May 21st, 2026
Approval of Contract: July 28th, 2026
QUESTION DEADLINE
Issuing Agency
City Of Turlock
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Sacramento, California is seeking a qualified vendor to provide comprehensive loan portfolio management services. Key responsibilities include balancing daily and monthly payments received and transmitted, as well as maintaining accurate electronic records of loans. The vendor will manage communications with borrowers by sending required payment and maturity notices, and provide up-to-date account information via email or web access.
Additional tasks include collecting and posting loan payments according to written instructions, providing loan amortization schedules, verifying satisfaction of loan conditions such as property tax and insurance, and handling forced placed accounts when necessary. The vendor must also perform satisfactions, reconveyances, and prepare documents such as pay-off statements, tax reporting information, and releases of lien as loans are paid in full. Bankruptcy administration services are also required. The contract will be for a one-year period.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.