Ever wonder who are the best vendors in the Note Industry? Based on voting by other Note Investors, here are the best vendors in the Note Industry |
Background
The Best of Notes 2025 poll is annual effort with the goal of helping Note investors gain insight into the service companies that provide the best service. Note industry members and note investors vote on the best services, products, and other categories to reveal the chosen best of each category. The voting was held for two weeks and closed on December 5, 2025.
We have provided a list of winners for key categories of interest to our readers.
RESULTS
Best Note Servicing
Winner – Madison Management Servicing
All Participants-
- Allied Servicing
- August REI
- Covey Financial
- Evergreen Note Servicing
- FCI Lender Services
- Home Key Servicing
- Lake City Servicing
- Land Home Financial Services
- Madison Servicing
- Main Street Capital Servicing
- Moat Note Servicing
- Note Servicing Center, Inc.
- Provident Loan Servicing
- Real Estate Property Services – REPS (Formerly NAA)
- Servicing Pros
- SN Servicing
Best Self-Directed IRA
Winner – Equity Trust
All Participants
- CamaPlan
- Directed IRA Trust Company
- Entrust Administration
- Equity Trust Company
- Forge Trust (formerly IRA Services Trust)
- Inspira Financial (formerly Quest Trust Company, NuView Trust and Millennium Trust)
- IRA Club
- Kingdom Trust
- Mainstar Trust
- MidAtlantic IRA
- New Direction Trust Company
- uDirect IRA Services LLC
Best Seller Finance Mortgage Loan Originator
Winner- Call The Underwriter
All Participants
- Call The Underwriter
- Good Steward Lending Services
- Investor Mortgage Compliance Services
- Madison Management Services
- Safe Mortgage Services, Inc.
- Texas Pride Lending
- Vintage Home Loan
Best Seller Note Servicing& Tracking Software
Winner- The Mortgage Office
All Participants
- Moneylender Professional
- Mortgage Automator
- The Mortgage Office
- NoteDashboard
- NoteSmith
- Terra Notes (formerly Your Land Loans)
- ZimpleMoney
Best Financial Calculator
Winner- HB10bii
All Participants
- Excel
- HP10bii
- HP12C Financial Calculator
- Texas Instrument
- TValue Software
Best BPO and/or Property Inspection Service
Winner- Baldwin Advisory Group (BAG)
All Participants
- Accurate Group LLC
- Baldwin Advisory Group (BAG)
- BPOPro by Valuation Vision
- Computershare
- NVMS National Vendor Management Services
- Pro Tech Valuation Services
- Richer Values
- Service Link
- Summit Valuation Solutions
Best Title Report
Winner- ProTitle USA
All Participants
- a360inc Title Solutions
- Accurate Group LLC
- Baldwin Advisory Group (BAG)
- EZ Title & Escrow
- First American Title
- ProTitle USA
- Title Clearing & Escrow, LLC
Best Property Insurance
Winner- J.B. Lloyd & Associates
All Participants
- Financial Partners Agency (FPA)
- IGP Specialty (Business, Flood & Specialty Insurance)
- J. B. Lloyd & Associates
- National Real Estate Insurance Group (NREIG)
- Ross Diversified Insurance Services (RDIS)
Best Legal Services
Winner- Jeff Watson
All Participants
- Buchalter
- Caballero Lender Services
- Carlisle Law
- Crowdfunding Lawyers
- Davidson Fink
- Erin Quinn
- Geraci Law Firm
- Jeff Watson
- Kelly Kronenberg Attorneys at Law
- KKOS Lawyers (Kyler, Kohler, Ostermiller & Sorensen)
- Legal Foreclosure Network
- Note Counsel (Paul & Adam Vincent)
- Scheer Law Group
- Schnayder Law Group
- Singer Law Group
- T. Alan Ceshker, Ceshker Group
- Tarokh Law, PLLC (FL & SC)
- Tony Sottile
- Wirbicki Law
- Wood & Lamping LLP
Best Accountants & Tax Advisors
Winner- John Hyre, Tax Attorney
All Participants
- Anderson Tax Advisors
- John Hyre, Tax Attorney
- Measured Results CPAs
- Spiegel Accountancy
- The Real Estate CPA
Best Note Analyzer & Tracking Tool
Winner- Note Unlimited
All Participants
- Note Unlimited
- NoteRules
- JKP Portal Due Diligence Tool
- IPA by Revival Brothers
- NPL Manager
Best CRM for Note Investor
Winner- GoHighLevel
All Participants
- Bitrix24
- Click Funnels
- Constant Contact
- GoHighLevel
- Hubspot
- InfusionSoft
- Kartra
- MailChimp
- My Leads Builder
- PipeDrive
- Salesforce
Best Social Media Platform for Note Professionals
Winner- It’s a Tie – Facebook and LinkedIn
All Participants
- TikTok
- X (formerly known as Twitter)
- YouTube
Best Podcast and Shows for Note Investors
Winner – NoteSchool TV with Eddie Speed
All Participants
- Be the Bank Podcast with Justin Bogard
- Creating Wealth Simplified with Chris Seveney and Lauren Wells
- NoteTidbits with Jay Redding and Kyle Cassidy
- NoteSchool TV with Eddie Speed
- Owner Financing & Note Investing Podcast with Dawn Rickabaugh
- Paperstac Podcast with Rick Allen and Brett Burky
- Real Estate Notes Show with David Putz and Nathan Turner
- The Note Investor with Dan Deppen
Best Note Industry Convention
Winner- NoteExpo
All Participants
- Cash Flow Expo
- Diversified Mortgage Expo
- IMN Defaulted Notes
- NoteExpo
- NoteWorthy Summit
- Paper Trail Conference
Summary
The poll is conducted by NoteInvestor.com, a respected leader in the industry that gathers a list of the most used service providers and provides voting service to compile results from voters to determine the best services. The results are based on voting by participants based on their experience and opinion. As always, we recommend that you do your own due diligence in selecting a vendor.
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Connect with Peak Notes Why not set up a meeting with a Peak Notes specialist to discuss which vendors or company would be best to support your Note portfolio! Meetings are brief, cost nothing and can give you more insight into how you can maximize your investment potential! If your property is located in Florida, please click on this link and set up a meeting with John (https://peaknotes.zohobookings.com/#/talkaboutyournote). If your property is located outside of Florida, please click on this link and set up a meeting with Karen (https://calendly.com/karenw-peak-notes/30Min). |