Buying or selling mortgage notes involves plenty of documents, data, and moving parts. The new Paperstac platform brings more of that work into one place—and Rick Allen and TJ Osterman are here to walk you through it.

In this episode, Rick and TJ introduce timed auctions, easier loan uploads, and an AI-powered data room that organizes collateral files and answers questions with links to the source documents. They explain how data review helps buyers and sellers spot discrepancies, review suggested corrections, and track changes throughout a transaction.

The conversation also covers mortgage note price predictions, the Paperstac Trade Desk, institutional trading, white-label marketplaces, and due diligence document ordering. Rick and TJ close with a look ahead at personal AI assistants in development and their potential to help users keep trades moving.

Whether you’re a longtime Paperstac user or exploring the platform for the first time, this episode offers a practical look at the new tools and how they fit into your note business.

Topics include:
• How timed auctions work and what happens after an asset is awarded
• Moving existing assets to the new platform
• Uploading loan tapes and organizing collateral documents
• Using AI to ask questions about loan files
• Finding data discrepancies before closing
• Pricing notes and managing larger portfolio trades
• What’s next for Paperstac’s AI tools

Explore the new platform at https://paperstac.com.

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