Service status ·A8 Core™ · The Operating System for Financial Accounts ·The account operating system · API-first
Products · Lending & note servicing

Promissory notes. From instrument to payoff.

Private notes are a first-class asset class on A8 Core™: compliance-gated origination, instrument generation, e-signature, amortization, collection, delinquency, modification, and payoff — with the note’s life recorded end to end.

FoundationPayment and legal integrations

Note structures

Real private-credit books are not all 30-year fixed.

Fixed & variable

Fixed-rate and index-linked variable structures with rate-change records.

Balloon & interest-only

Balloon maturities and IO periods with schedule transitions.

Irregular

Irregular payment calendars for seasonal and negotiated schedules.

Revolving

Lines with draws, paydowns, and availability tracking.

Origination, gated

A note does not exist on A8 Core™ until its gates pass.

Compliance gate

Party checks, account-type rules, and — for retirement money — SDIRA transaction controls.

State lending & usury review

Rate and structure flagged for review against the applicable state’s lending and usury regime before issuance — a workflow control, not legal advice.

Instrument & e-signature

The note instrument generated from approved terms and executed electronically with evidence.

Boarding

Executed terms become the servicing record — no re-keying between legal and servicing.

The servicing engine

Day-to-day servicing lives in loan servicing; the note product carries the instrument, terms, and lifecycle.

Day-count conventions

30/360, actual/365, actual/360 — the convention is part of the record.

Amortization

Schedules generated, regenerated on modification, and retained as versions.

Modifications

Rate, term, and payment modifications with amendment records.

Payoffs

Payoff quotes with per-diem accuracy, good-through dates, and release workflow.

Availability. Account types, workflows, and filing capabilities described on this page depend on the operating institution’s legal authority, configuration, contracts, integrations, and policies, and are subject to institution, jurisdiction, product, and legal review. Module maturity is summarized on the product status page.

Turn private notes into a servicable book.

See origination gates, instrument generation, and the servicing engine in one session.

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