Guardian Notes
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For law firms and attorneys

Help clients manage seller-financed notes — without the administrative burden.

Guardian Notes gives law firms a co-branded portal to help buyers and sellers manage private note payments, payment history, payoff requests, reminders, and account visibility — without the firm holding funds or becoming the payment processor.

Create Firm Account
Never holds funds
White-label branding
An attorney reviewing real estate documents with two clients in a warmly lit law office
The problem

Built for seller-finance transactions.

Attorneys often help structure private sale agreements, seller-financed real estate transactions, land contracts, business sale notes, and private repayment arrangements. But once the ink dries, ongoing payment tracking becomes messy — spreadsheets, Venmo screenshots, and "did you get my payment?" emails.

Guardian Notes picks up where the closing documents leave off.

Owner-financed real estate
Land contracts
Business sale notes
Private repayment plans
Family/intra-trust loans
Wraparound mortgages
Capabilities

What Guardian Notes provides.

A complete servicing toolkit — branded for your firm, used by your clients.

Co-branded dashboards
Buyer + seller portals carry your firm's name and logo.
Firm portfolio view
Every client note in one master dashboard.
Payment schedules
Amortization, due dates, and balloon tracking.
Payment history
Auditable ledger for every transaction.
Payoff requests
Buyer-initiated payoff letter workflow.
Automated reminders
Email nudges before and after due dates.
Document storage
Notes, deeds, and closing docs in one place.
Year-end summaries
Interest/principal reports for tax season.
Seller Stripe Connect
Sellers receive funds directly to their account.
Direct buyer→seller payments
Guardian Notes never touches client money.
The value

Why attorneys use Guardian Notes.

Reduce post-closing admin
Cut down on "where's my statement?" emails from former clients.
Improve client experience
Give clients a polished portal instead of a spreadsheet.
Keep note activity organized
Every payment, document, and message in one place.
Maintain visibility
Monitor all client note activity from a single dashboard.
Avoid informal tracking
No more Venmo screenshots or Zelle reconciliations.
Professional branded experience
Your firm logo on every dashboard, every payment page.
Important compliance positioning

Administration, not legal practice.

Guardian Notes does not draft promissory notes, provide legal advice, hold client funds, or replace attorney judgment. The platform supports administration, visibility, reminders, and payment coordination after the legal documents are created by the appropriate professionals.

How it works

Six steps from closing to managed.

  1. Step 1
    Create branded firm account
  2. Step 2
    Invite buyer and seller
  3. Step 3
    Parties activate dashboards
  4. Step 4
    Seller connects Stripe
  5. Step 5
    Buyer pays seller directly
  6. Step 6
    Firm monitors from one view
White-label

Your firm, front and center.

Your firm logo and name appear on client dashboards, payment pages, and account views — reinforcing your relationship long after closing.

  • Logo on buyer + seller dashboards
  • Firm name on every payment confirmation
  • Branded email reminders
  • Custom firm website link
Facilitated by
[Your Law Firm Name]
Next payment$2,184.30 · Jun 1
Principal balance$284,510.22
StatusCurrent
Pricing

Plans built for firms of every size.

Transparent setup + monthly pricing. Buyer → seller payments always flow through the seller's own Stripe account — Guardian Notes never holds or routes client funds.

Starter
Solo attorneys & small firms
$499 setup
$99/month
  • Branded firm portal
  • Co-branded client dashboard
  • Up to 25 active notes
  • Unlimited buyer/seller invitations
+ $10 per new note onboarded
Most Popular
Growth
Firms managing multiple notes
$999 setup
$249/month
  • Up to 100 active notes
  • Priority support
  • Additional staff seats
  • Unlimited buyer/seller invitations
+ $10 per new note onboarded
Enterprise
Large firms & white-label
Custom onboarding
$499–999+/month
  • Unlimited active notes
  • White-label options
  • Dedicated onboarding
  • Custom support
Contact Sales

Subscription billing only — Guardian Notes never holds, processes, or routes customer note funds. Buyer payments are sent directly to each seller's connected Stripe account.

Give your clients a better way to manage private notes.

See how Guardian Notes can fit into your firm's post-closing workflow.

Create Firm Account