Sortis Holdings is a private investment firm with a primary focus on real estate, both as a lender and direct investor.

With its roots as a former bank holding company, Sortis has evolved into a diversified firm that both lends and opportunistically invests in real estate with a focus on the Western US. Since real estate and financial markets are constantly evolving, our ability to move between asset classes and positions in the capital stack makes us more nimble than our competitors.

In just a couple of years, Sortis has assembled a platform of synergistic companies to execute on its strategies. These platforms include:

Sortis Financial (FKA Clearspring Loan Services)

A 50 state loan originator, special servicer and collector

Sortis Capital (FKA Guardian Investment)

A boutique capital markets advisory firm

Third & Pine

A partnership with a diversified commercial development company based in Seattle, WA

BC Group

A partnership with a project and construction management firm based in Portland, OR

Sortis Ventures

A venture investment company focused on early stage fintech related investments that are synergistic with the Sortis Financial platform

Business Lines


With the recent addition of Third and Pine LLC, a Seattle based real estate development company, and the affiliation with BC Group, a project and construction management group, Sortis has pushed further into direct real estate investment. This has provided a foundation for our first $100 million direct real estate investment fund, Sortis Opportunity Zone Fund I (“Sortis OZ Fund”).

The fund management team has over 25 years of experience together on over $1 billion of development projects. The broad range of asset class experience includes office, retail, multi-family, hospitality and assisted living allowing for a diversified portfolio to bridge cycles and mitigate risk. This breadth of product expertise is particularly helpful when the strategy includes geographic limitations as in the Sortis OZ Fund. To learn more about our Sortis OZ Fund, send us a note.


Sortis Financial provides a superior customer experience for technology-enabled real estate investment and alternative lending products, mortgage loan servicing and mortgage pool investment. Lending products include Non-QM, Fix and Flip, Fix and Rent, Residential Non-Owner and Commercial. Sortis Financial leverages our highly capable, technology enabled platform and our lending expertise to provide a transparent, efficient process for investors and real estate professionals.

Sortis Financial administers Sortis Income Fund, an un-leveraged, evergreen real estate asset-backed mortgage pool investment fund focused on creating high yielding fixed income returns that are backed by liens on various classes of real estate. Equity membership units in the fund are offered through a Regulation D private placement securities offering to accredited investors. Leveraging our real estate and banking background, we selectively put funds to work in an environment that is demonstrating high demand for financing that traditional financial institutions cannot provide.

To learn more about Sortis Income Fund, send us a note. To learn more about our lending services, go to Sortis Financial, or get in touch.


Sortis Financial, our wholly owned subsidiary, is a 50 state special servicer focused on consumer, mortgage and commercial loans. We are re-inventing mortgage loan servicing by providing exceptional customer service and delivering smooth and simple user experience and decades of hands-on experience in the mortgage and finance industries. Knowledgeable advisors are poised to assist and each is well versed in various loan types, mortgage parameters, our lending system and client needs. To learn how to benefit from Sortis Financial servicing solutions, visit us at Sortis Financial, or send us a note.


Sortis Financial is 50 state licensed debt collector that was formed from our acquisition of Vantium Capital as part of the Clearspring transaction. We are focused on the mortgage, healthcare and consumer spaces. We are actively seeking acquisitions in our roll-up strategy of small collectors that dominate the current landscape. To learn more about debt collection go to Sortis Financial, or send us a note.


Sortis Capital offers advisory services in the financial services and real estate space. We specialize in debt and equity capital placement, strategic capital advisory and distressed situations for lower middle market companies. Leveraging decades of experience, our team has executed more than $10 billion in total advisory transactions. To learn more about our advisory services, go to Sortis Capital, or get in touch.


With our roots as a former bank holding company and our continued involvement in private finance, we embrace technology. While we embrace disruption in finance, the regulatory environment still demands a level of infrastructure and compliance that is initially out of reach for many young fintech companies. We not only appreciate regulatory challenges, we understand how to create efficient solutions within them.

At the core of our infrastructure is Sortis Financial, a wholly owned subsidiary that is a technology-driven platform nationally licensed as a servicer, lender and debt collector. A ready-made regulatory and operational infrastructure that enables scaling for our proprietary online lending products and also enables partnerships with other emerging fintech companies. Through our Sortis Ventures subsidiary, we opportunistically invest in synergistic early stage fintech companies.



Sortis leads the recapitalization of Merchant Bancorp (OTC:SOHI) operating as MBank


Sortis starts private lending under the Sortis Financial focused on the Western US


Sortis acquires ClearSpring Loan Services based on Dallas, TX to expand its lending and servicing footprint nationwide to 50 states and it is eventually renamed as Sortis Financial


Sortis forms its first $100M fund, the Sortis Income Fund, to expand its private lending business


Merchants Bank sells substantially all of its banking assets to Riverview Community Bank


Sortis merges its financial services assets with Merchants Bancorp simultaneously buying out a number of the legacy shareholders with the surviving entity taking on the Sortis Holdings name (OTC:SOHI)


Sortis forms a partnership with 3rd and Pine LLC, a Seattle based developer controlled by one of our board members and major shareholders to facilitate an entry into direct investment in real estate to complement our lending platform


Sortis forms a partnership with BC Group, a Portland based project and construction management group to shore up our team as part of our direct real estate investment strategy


Sortis announces the $100M Sortis Opportunity Zone Fund to capitalize on the new Opportunity Zone regulations established in 2017


We are dedicated to delivering a superior client experience driven by technology and coupled with strong relationships, hard work, ethical dealings and creative solutions.

Client Focus.

The best results are the product of strong relationships with our clients and partners. We engage in long-term commitments and strives to provide the assistance and accessibility needed to achieve success.

Hard Work.

We work hard so our clients do not need to. Developing solutions tailored to each situation requires time, attention and dedication, and we make every effort to promote the best possible outcomes.


We respect and upholds the rights of our clients and partners. We are committed to engaging in fair and responsible business practices and instilling confidence in all parties.


We generate unique ideas, actionable strategies and innovative tools to increase the end-benefit to our clients. We inject creativity into even the most complex transactions, resulting in greater clarity, simplicity and customization.

To learn more about Sortis Holdings Contact Us.