Investor Accounting Excellence

Industry Leading Practices

in Investor Reporting & Account Reconciliation


Clients pay for results, not just hard work. Our team of subject-matter experts readily identifies areas for improvement to help transform them into areas of excellence.


Our cutting-edge software automates the time consuming work of identifying, researching and resolving servicer-investor differences, allowing you to focus on what really matters.


Combine decades of experience with cutting-edge technology to achieve best in class performance. Lower your risk, lower your costs and achieve #1 scorecard rankings.

About PMSI

Industry leaders in Investor Reporting & Account Reconciliation
Powerful solutions made easy

Preferred Mortgage Services, Inc. provides powerful, analytically driven solutions for loan accounting, investor reporting and account reconciliations. Whether you require consulting support, expert technology or a complete outsourcing solution to bring your results to the next level of performance, our team is committed to creating the best solution for you.

our leadership

Contact us directly by phone or email
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Romalene Tolentino

Founding Partner
(858) 967-6040
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Daniel Thompson

Managing Partner