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


Get to know us
Protecting Your Cash Flows with Unmatched Expertise
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 We replace outdated methods, giving servicers, investors and MSR owners the confidence to focus on generating value, and shifting the mindset focus from the bottom line of their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.
Professional Consultant
Our Leadership Team
Romalene Tolentino
Founder & President
Daniel Thompson
Chief Executive Officer
Basil Pallone
Chief Financial Officer
We don't succeed unless our clients succeed.
Why PMSI?



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 Minimal technology investment, outdated systems, controls and manual processes all lead to increased risk of error resulting in losses.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.
Professional Consultant
Our Leadership Team
Romalene Tolentino
Founder & President
Daniel Thompson
Chief Executive Officer
Basil Pallone
Chief Financial Officer
Direct from the blog
News & Articles
PMSI Admin0 Comments
How Narrow AI is Transforming Mortgage Servicing and Cash Flow Management
HousingWire 05/19/2025
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Why Mortgage Servicers Cannot Ignore Low Exception Rates
National Mortgage News 5/20/2025
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Adapting Narrow AI for the Mortgage Industry
PMSI's approach to AI delivers competitive advantage to our clients.
rjberman0 Comments
PMSI Celebrates 25th Anniversary, Expands Q Technology Platform to Improve Mortgage Investor Experience
Celebrating its 25th anniversary this year, PMSI announced a significant expansion of its proprietary