Deal-tested Lawyers who are
Secondary Mortgage Market Experts

Goldsmith Associates is the leading provider of legal counsel to
depository institutions, non-bank lenders, private equity investors,
broker-dealers, and loan servicers in connection with the purchase,
sale, servicing, and financing of mortgage loans and servicing rights.

Loan Trading
Loan Operations
Lending Compliance
Transaction Mangement

Experience with Loan Trades
of all Types and Sizes

We understand the nuances of how and why legal issues differ with a buy-side vs sell-side trade, a premium
vs discount price, a servicing-released vs servicing-retained transaction, an agency vs non-agency product, a
delegated vs non-delegated arrangement, and all permutations of these. As a result, Goldsmith Associates is
uniquely positioned to structure best-execution business terms and provide yield-sensitive legal representation
on one-off trades, bet-the-company transactions, and every type of deal in between.

Single Loans
Small Tapes
Entire Portfolios
Origination Flow

Insightful Legal Guidance from
Pre-bid to Post-close

Because Goldsmith Associates is lead counsel on 50+ secondary market transactions every year, our attorneys
have visibility into prevailing market dynamics, dexterity with evolving regulatory requirements, proficiency
with trending industry practices, and familiarity with major market makers. Our clients reap the dividends of
these assets throughout the trade lifecycle in the form of practical advice backed by actionable intelligence.

Trade Confirmation

We kick-off every deal on the right foot by drafting and
negotiating a letter of intent that strikes best-execution
deal terms, reflects favored-nation legal protections, and
aligns all trade parties’ transactional expectations.

Asset Diligence

Our DealGPS® Transaction Management System
accelerates and streamlines the diligence process with
collaborative online workspaces where all trade parties
can remotely and securely access, share, and manage deal-critical documents to make intelligent decisions.

Transaction Documentation

We leverage the breadth of our industry expertise
and mine the depth of our transactional experience
to draft and negotiate purchase agreements, servicing
agreements, custodial agreements, assignment agreements,
and all other contracts needed to get the deal done right.

Trade Settlement

Our DealGPS® Transaction Management System
intelligently analyzes dozens of data points in real
time to ensure each deal stays on track to close on time
and all credit approvals and legal conditions are satisfied
before any settlement is cleared or any funds are wired.

Post-close Contingencies

We remain on-call and at-the-ready 24/7/365 to resolve
legal issues involving loan servicing, repurchase requests,
indemnification demands, borrower delinquencies,
subsequent transfers, contractual breaches, and other
events that arise days, months, or years after settlement.

Lead Counsel to a Prestigious Roster of Clients
on 250+ Secondary Market Transactions

Purchaser Counsel

$125.1M

Whole Loan
Pool

Seller Counsel

$37.9M

Whole Loan
Pool

Seller Counsel

$6.3M

Whole Loan
Pool

Seller Counsel

$3.1M

Whole Loan
Pool

Seller Counsel

$62.4M

Whole Loan
Pool

Purchaser Counsel

$109.7M

Whole Loan
Pool

Purchaser Counsel

$27.5M

Whole Loan
Pool

Purchaser Counsel

$19.5M

Whole Loan
Pool

Purchaser Counsel

$100.0M

Whole Loan
Pool

Purchaser Counsel

$150.3M

Whole Loan
Pool

Seller Counsel

$85.3M

Whole Loan
Pool

Seller Counsel

$54.6M

Whole Loan
Pool

Seller Counsel

$39.0M

Whole Loan
Pool

Purchaser Counsel

$106.3M

Whole Loan
Pool

Purchaser Counsel

$14.8M

Whole Loan
Pool

Seller Counsel

$100.7M

Whole Loan
Pool

Purchaser Counsel

$65.1M

Whole Loan
Pool

Purchaser Counsel

$100.0M

Whole Loan
Pool

Purchaser Counsel

$3.1M

Whole Loan
Pool

Seller Counsel

$1.3M

Whole Loan
Pool

Purchaser Counsel

$120.0M

Whole Loan
Pool

Seller Counsel

$60.2M

Whole Loan
Pool

Purchaser Counsel

$44.5M

Whole Loan
Pool

Purchaser Counsel

$34.9M

Whole Loan
Pool

Purchaser Counsel

$108.7M

Whole Loan
Pool

Purchaser Counsel

$46.1M

Whole Loan
Pool

Seller Counsel

$1.8B

Servicing Rights
Portfolio

Seller Counsel

$2.7M

Whole Loan
Pool

Purchaser Counsel

$3.0M

Whole Loan
Pool

Purchaser Counsel

$1.8M

Whole Loan
Pool

Purchaser Counsel

$118.2M

Whole Loan
Pool

Seller Counsel

$268.2M

Whole Loan
Pool

Purchaser Counsel

$1.0M

Servicing Rights
Portfolio

Purchaser Counsel

$138.6M

Whole Loan
Pool

Purchaser Counsel

$44.5M

Whole Loan
Pool

Purchaser Counsel

$304.1M

Whole Loan
Pool

Purchaser Counsel

$2.6 M

Whole Loan
Pool

Purchaser Counsel

$16.2M

Whole Loan
Pool

Purchaser Counsel

$4.1M

Whole Loan
Pool

Purchaser Counsel

$375.0M

Servicing Rights
Portfolio

Purchaser Counsel

$111.7M

Whole Loan
Pool

Purchaser Counsel

$212.9M

Whole Loan
Pool

Purchaser Counsel

$93.7M

Whole Loan
Pool

Purchaser Counsel

$235.8M

Whole Loan
Pool

Purchaser Counsel

$22.2M

Servicing Rights
Portfolio

Purchaser Counsel

$500.0M

Whole Loan
Pool

Purchaser Counsel

$318.2M

Whole Loan
Pool

Purchaser Counsel

$21.0M

Whole Loan
Pool

Purchaser Counsel

$103.0M

Whole Loan
Pool

Seller Counsel

$1.0M

Whole Loan
Pool

Purchaser Counsel

$65.8M

Whole Loan
Pool

Purchaser Counsel

$28.0M

Whole Loan
Pool

Purchaser Counsel

$1.1M

Whole Loan
Pool

Purchaser Counsel

$136.6M

Whole Loan
Pool

Purchaser Counsel

$18.7M

Whole Loan
Pool

Purchaser Counsel

$42.0M

Whole Loan
Pool

Purchaser Counsel

$97.0M

Whole Loan
Pool

Purchaser Counsel

$61.8M

Whole Loan
Pool

Purchaser Counsel

$62.5M

Whole Loan
Pool

Purchaser Counsel

$55.9M

Whole Loan
Pool

Purchaser Counsel

$21.3M

Whole Loan
Pool

Purchaser Counsel

$91.4M

Whole Loan
Pool

Purchaser Counsel

$46.1M

Whole Loan
Pool

Purchaser Counsel

$2.3M

Whole Loan
Pool

Purchaser Counsel

$16.9M

Whole Loan
Pool

Purchaser Counsel

$105.3M

Whole Loan
Pool

Purchaser Counsel

$8.3M

Whole Loan
Pool

Purchaser Counsel

$36.6M

Whole Loan
Pool

Purchaser Counsel

$34.5M

Whole Loan
Pool

Purchaser Counsel

$22.1M

Whole Loan
Pool

Purchaser Counsel

$7.8M

Whole Loan
Pool

Purchaser Counsel

$3.9M

Whole Loan
Pool

Purchaser Counsel

$14.4M

Whole Loan
Pool

Purchaser Counsel

$128.1M

Whole Loan
Pool

Purchaser Counsel

$1.7M

Whole Loan
Pool

Purchaser Counsel

$20.3M

Whole Loan
Pool

Purchaser Counsel

$127.0M

Whole Loan
Pool

Purchaser Counsel

$549.0M

Servicing Rights
Portfolio

Purchaser Counsel

$134.2M

Whole Loan
Pool

Purchaser Counsel

$14.8M

Whole Loan
Pool

Purchaser Counsel

$15.9M

Whole Loan
Pool

Seller Counsel

$19.1M

Servicing Rights
Portfolio

Purchaser Counsel

$9.08M

Whole Loan
Pool

Purchaser Counsel

$21.7M

Whole Loan
Pool

Seller Counsel

$8.2M

Whole Loan
Pool

Purchaser Counsel

$1.2M

Whole Loan
Pool

Purchaser Counsel

$3.1M

Whole Loan
Pool

Purchaser Counsel

$29.9M

Whole Loan
Pool

Purchaser Counsel

$22.8M

Whole Loan
Pool

Purchaser Counsel

$16.7M

Whole Loan
Pool

Purchaser Counsel

$12.5M

Whole Loan
Pool

Purchaser Counsel

$14.5M

Whole Loan
Pool

Seller Counsel

$10.5M

Whole Loan
Pool

Purchaser Counsel

$31.M

Whole Loan
Pool

Purchaser Counsel

$25.5M

Whole Loan
Pool

Purchaser Counsel

$15.0M

Whole Loan
Pool

Purchaser Counsel

$27.7M

Whole Loan
Pool

Purchaser Counsel

$5.1M

Whole Loan
Pool

Purchaser Counsel

$402.9M

Servicing Rights
Portfolio

Purchaser Counsel

$47.9M

Whole Loan
Pool

Purchaser Counsel

$52.4M

Whole Loan
Pool

Purchaser Counsel

$270.6M

SERVICING RIGHTS
PORTFOLIO

Seller Counsel

$1.3B

Whole Loan
Pool

Our DealGPS® Transaction Management System
Leverages Industry Knowledge and Artificial Intelligence
toon Every Trade

Intelligent
Intelligent Workflow Automation

Receive automated status updates, action alerts, and baton
handoffs to ensure every deal closes in less time, using less
team resources, with less compliance risk, and for less cost.

Intelligent
Interactive Client Dashboard

Track the real-time status of active deals, analyze historical
transaction metrics, and generate on-demand pipeline,
portfolio, and other actionable reports.

Intelligent
Secure Online Dataroom

Access, exchange, and approve deal-critical diligence
documents and legal agreements anytime, anywhere,
and from any device on the go or at the office.

Attorneys Who Get Deals Done
Without Getting in the Way

Our founding member is Jason Goldsmith, a seasoned attorney with over 12 years of cumulative experience
practicing at an international law firm in New York City, serving as in-house counsel for a private-equity loan
fund as well as a regional depository institution, and representing financial services clients nationwide as the
managing member of Goldsmith Associates. This unique blend of experience ensures every client receives
actionable and economical advice that doesn’t lose sight of the business forest for the legal trees.

Closing Focused
Closing Focused
Closing Focused
Client Driven
Closing Focused
Cost Efficient

Contact Us 24/7/365

Our executive management team is on-call
to speak with you anytime at your convenience
24 hours a day, 7 days a week, 365 days a year.

Visit Us Nationwide

100 Crescent Court, Suite 700

214 414 9451

14 Wall Street, 20th Floor

212 457 9798

6000 Poplar Avenue, Suite 250

901 252 0525

1101 Park Avenue, Suite 1300

405 506 7268