Broker-Guided Process

How a BHPH Portfolio Sale Works

Financial Solutions helps organize the opportunity, market it to appropriate potential buyers, and coordinate the process. The selected third-party buyer performs due diligence, purchases the receivables and funds the transaction.

Six Clear Steps

How Selling BHPH Notes Works: From Initial Review to Closing

You stay in control of whether to move forward. An initial review does not obligate you to sell.

01

Initial Conversation

We discuss your goals, timing and whether you are considering a partial or full portfolio sale.

02

Portfolio Data

You provide basic portfolio information so we can understand the receivables and the opportunity.

03

Market to Buyers

Financial Solutions identifies appropriate potential buyers and presents the opportunity based on the portfolio profile.

04

Review Available Terms

We help you understand available buyer terms so you can decide whether a transaction makes sense.

05

Buyer Due Diligence

The selected buyer reviews required contracts, account history, collateral and other documentation and confirms eligibility.

06

Closing & Funding

We help coordinate closing. The third-party buyer purchases the approved receivables and provides the funding under the final agreed terms.

BHPH DealerOwns the receivables and decides whether to sell.
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Financial SolutionsActs as the broker and markets the portfolio.
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Third-Party BuyerUnderwrites, purchases and funds the approved transaction.
Before You Start

Basic Information Is Enough for the First Conversation

You do not need to upload consumer files through the website. For an initial discussion, approximate portfolio size, principal balance, seasoning, payment performance and your objectives are usually the most useful starting points.

Protect customer information. Do not send Social Security numbers, bank account numbers or other sensitive consumer information through the public website form.

Ready for an Initial Portfolio Review?

Send the basics and we can discuss whether there may be an appropriate buyer opportunity.

Submit Portfolio Information