Earlier this month, our CEO Ted Tekippe joined the team at Paperstac for a candid conversation on their podcast—diving into the day-to-day challenges note investors face and how ZimpleMoney helps solve them. As a proud Paperstac partner, we were excited to share what we’ve been building and how it’s helping private lenders take control of their portfolios with less stress and more confidence.
Watch the full podcast episode here:
Podcast Highlights: Making Self-Servicing Actually Simple
Whether you’re servicing a handful of notes or hundreds, Ted’s message is clear: managing loans doesn’t have to be complicated or expensive. Sometimes, the best tools are the ones that just work.
Here are a few standout takeaways from the conversation:
- Spreadsheets Just Don’t Cut It
While spreadsheets might work for a handful of simple notes, things quickly unravel when life happens (late payments, deferrals, multiple borrowers, etc.). ZimpleMoney was built to handle all that complexity behind the scenes, while keeping the front end refreshingly simple.
- Built for the “In-Between” Investor
Most note investors fall into a gap between doing it all manually or paying thousands each month for heavy-duty enterprise servicing. ZimpleMoney fills that middle ground offering automation, control, and a professional borrower experience without the enterprise price tag.
- Automates Everything Post-Origination
Once a loan is originated, Zimple handles the rest: ACH setup, autopay, real-time ledgers, and a clean borrower portal. Ted puts it simply: “You can register in 5 minutes, create a loan in 10, and you’re off to the races.”
- Reporting & Third-Party Integrations (e.g. Quickbooks)
Whether you need clean exports for an audit or want to sync your books with QuickBooks, ZimpleMoney’s reporting tools make it easy. Export ledgers, review performance across portfolios, and keep your compliance game tight.
- Import Loan Data & Payment History Seamlessly
Looking to migrate your loans from another platform? No problem. ZimpleMoney’s bulk upload tools and APIs can onboard hundreds of loans seamlessly. With our white-glove customer service, you won’t have to lift a finger during the process.
- Straightforward Pricing
ZimpleMoney offers three flat-rate plans starting at $23/month, with unlimited loans on the top plan for just $77/month. Transaction fees are capped at $19, and payments are moved securely through the platform, and funds are deposited into the bank account of your choice.
No matter where you’re at in your note buying journey, having the right platform in place saves time, reduces risk, and helps you operate more professionally. And when audits, buyer questions, or reporting needs pop up, you’ll be ready.
Book a demo and see how simple note self-servicing can be.