SAM #12C0BA26R0002

USDA Rural Development Seeks Nationwide Escrow Sub-Servicing for Single-Family Housing Loan Portfolio

The U.S. Department of Agriculture (USDA) Rural Development is seeking information from qualified vendors for nationwide escrow sub-servicing to support its Direct Single-Family Housing (Section 502 Direct) loan portfolio: - Government Buyer: - U.S. Department of Agriculture, Rural Development - Offices include Procurement Management Division and Business Center, Servicing Office, Customer Loan Servicing - Scope of Services: - Comprehensive nationwide escrow management for approximately 132,000 loans and 105,600 borrowers - Services include: - Escrow administration for real estate taxes and insurance - Tax and insurance payment processing - Lender-placed insurance and loss claims processing - Call center operations for borrower support - Portfolio onboarding and program management - Daily and monthly reporting on tax disbursements, insurance, refunds, loss claims, and escrow balances - Must support all 50 states, U.S. territories, and Western Pacific Islands (including Guam, Puerto Rico, American Samoa, U.S. Virgin Islands) - Unique/Notable Requirements: - Ability to service a large, geographically dispersed federal loan portfolio - Compliance with USDA handbooks and federal regulations - Key personnel must have extensive experience in escrow and legal matters - Capability statements and pricing models requested for market research - No specific OEMs or vendors are named in the notice - No product line items; all requirements are for services

Description

The U.S. Department of Agriculture, Rural Development (RD), is issuing this Sources Sought Notice (SSN) to improve RD’s understanding of market capabilities and identify qualified vendors capable of providing nationwide escrow service. This SSN is being used as a Market Research tool for informational purposes and for preliminary planning purposes to identify potential sources that can provide comprehensive escrow services to RD’s Direct Single-Family Housing (Section 502 Direct) loan portfolio. As of January 2026, RD services approximately 132,000 Direct Single-Family Housing loans representing approximately 105,600 borrowers, with approximately 96% of the portfolio escrowed for real estate taxes and insurance. The portfolio is geographically dispersed across all 50 states and U.S. territories. All interested and qualified businesses (i.e., Small Business, Other than Small) are encouraged to respond to this notice in accordance with the instructions.

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