Boost efficiency for loan servicers
For more than 25 years, PMSI has been a trusted partner for data-driven residential mortgage investor reporting and accounting. Our unique solutions help leading loan servicers improve operational efficiency without sacrificing quality while offering unmatched transparency into the underlying causes of investor cash flow errors.
We serve as a trusted partner to FNMA, FHLMC, GNMA, the industry’s largest REITs, and our clients to ensure that we are building solutions that deliver a strong return on investment across the industry.
25
Years of successful work in the market
Your trusted partner for data-driven investor reporting and accounting solutions.
PMSI offers an industry-leading, data-driven platform. that automates repetitive and baseline tasks, enabling clients to spend time on what matters – identifying and resolving errors at their root cause. This gives all parties peace of mind, knowing cashflows are accurate and all funds have been accounted for.
PMSI has created the platform and processes to scale operations, increase quality, and deliver industry-leading certainty that all underlying Investor and MSR owner cashflows are correct. We replace outdated methods, giving servicers, investors and MSR owners the confidence to focus on generating value, and shifting the mindset focus from the bottom line of their financials to the top line.
Romalene Tolentino
Founder & President
Daniel Thompson
Chief Executive Officer
Basil Pallone
Chief Financial Officer
Enterprise level competing priorities and margin maximization lead many servicers to make short-term decisions that prioritize cost containment over quality. Minimal technology investment, outdated systems, controls and manual processes all lead to increased risk of error resulting in losses. -. PMSI brings transparency to an otherwise opaque process, secures trust between stakeholders, and protects the integrity of counterparty cashflow.
Romalene Tolentino
Founder & President
Daniel Thompson
Chief Executive Officer
Basil Pallone
Chief Financial Officer
20
Mar
Semper Vigilantes: Defining The New Standard Of Operational Readiness In Mortgage Finance
Semper vigilantes—Latin for “always vigilant.” It’s a motto befitting anyone working within the mortgage finance
20
Mar
The spreadsheet trap: Why investor reporting still operates like it’s 2005
How legacy workflows, cultural inertia, and data fragmentation are holding servicers back from true automation
20
Mar
PMSI Promotes Veteran Mortgage Banking Executive Jeff Choi to COO
PMSI, the loan industry’s trusted partner for data-driven residential mortgage investor reporting and accounting, today
20
Mar
PMSI Wins 2026 Progress in Lending Innovation Award
PMSI has been recognized with a 2026 Progress in Lending Innovation Award
16
Sep
Uncovering the Hidden Costs of Investor Reporting in Mortgage Servicing
Dan Thompson highlights the hidden costs of investor reporting and how automation and AI can
11
Sep
PMSI’s Romalene Tolentino Recognized as a 2025 HousingWire Vanguard
Romalene’s recognition highlights her exceptional leadership, vision, and dedication to transforming enterprise software solutions in