Loan Administration Services for Pinellas County

Pinellas County is seeking a qualified loan servicer to administer its mortgage loan portfolio, which includes loans funded by federal, state, and local sources.

Pinellas County HOUSING AND COMMUNITY DEVELOPMENT


General
Open (open)
26-0643-ITQ
Jun 23, 2026 03:00 PM
Jun 12, 2026 01:56 PM
5 years base + 1 × 2 years option
Small Business
Request for Quote/Qualifications (RFQ)
Local
Original Solicitation Links
Contact
Brenda Leigh
baleigh@pinellas.gov
+17274644336
Clearwater, FL, USA
Submission Instructions
Online
Description

Pinellas County is soliciting proposals for professional loan administration services to manage its existing mortgage loan portfolio. The portfolio consists of approximately 272 amortizing mortgages, with or without escrow, funded through various federal (CDBG, HOME, NSP), state (SHIP), and local (HTF, GF) sources. As of March 31, 2026, the portfolio had a principal balance of $12,704,707.96, with fixed-rate loans ranging from 0-5% interest. The services required include loan onboarding, payment processing, escrow administration, borrower communication, data security, and transition support. The selected vendor must have at least ten years of loan servicing experience and possess all necessary licensing and certifications.

Classification Codes
NAICS522310Mortgage and Nonmortgage Loan Brokers
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
loan administrationmortgage servicingfinancial services
Specifications
Service Only
Timeline
Jun 12, 2026 12:00 PM-Release Project Date
Jun 18, 2026 12:00 PM-Pinellas County Certified Small Business Enterprise Date
Jun 23, 2026 12:00 PM-Proposal Submission Deadline
Requirements
Required
  • General Liability — $1,000,000.00
  • Products/Completed Operations — $2,000,000.00
  • Personal Injury and Advertising Injury — $1,000,000.00
  • General Aggregate — $2,000,000.00
  • Cyber Risk Liability — $2,000,000.00
  • Professional Liability (Errors and Omissions) — $1,000,000.00
  • Crime/Fidelity/Financial Institution — $100,000.00
Required
  • Minimum 4 references
Location
Local Preference:Local Preference
Documents
TitleDate Posted
Loan_Administration_Services.pdfJun 12, 2026 01:56 PM
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