Every membership starts
with a free analysis.
You decide what happens next.
We never ask you to commit to a service before you know what we found. Upload your documents, get your free summary, and choose the level of support that matches your situation — whether that is a self-service toolkit, a one-time expert review, or a dedicated investigator working your case until it is resolved.
Four tiers. One starting point.
Always free to begin.
Start with a free document upload and analysis summary. Upgrade when — and only when — you are ready for more.
- Secure document upload portal
- Summary analysis report
- Issue type identification
- Missing document overview
- Educational content access
- Contact capture and intake
- Everything in Free
- Full analysis report
- Self-Analysis Wizard (all case types)
- Resource and download library
- Case status tracking dashboard
- Full video library access
- Document vault
- Everything in Analysis
- Dedicated case manager
- Service calls included
- Formal notice and affidavit drafting
- QWR coordination and monitoring
- Regulatory complaint preparation
- Private arbitration facilitation
- FLSA wage claim support
$1,499 / 3 months · $5,999 / year
Payment plans available on annual
- White-label product licensing
- Financial institution product dev
- Employee benefit packages
- Corporate training and consulting
- Dedicated account team
- Custom SLA and deliverables
- Co-branded member portal
Commit to resolution.
Save on the path to get there.
Most investigations take 3–12 months to reach resolution. The longer options are priced to reward that commitment — and to make sure you are never paying month-to-month while waiting on your case to move.
- Full Service investigation
- Dedicated case manager
- Service calls included
- Cancel anytime with notice
- All Full Service features included
- Covers typical investigation arc
- Priority case queue placement
- Most common choice for active cases
- All Full Service features included
- Full year — investigation through resolution
- Highest priority case placement
- Expert File Review included at no charge
- Payment plan available (3 installments)
Annual payment plan available: 3 installments of $2,099 · Contact us to arrange · Available for members in active financial hardship
The investigation found
what they couldn't.
These are representative outcomes from Serv Inc. investigations. All cases anonymized. Results vary based on facts and documentation — which is exactly why the analysis comes first.
Homeowner facing active foreclosure. Investigation revealed a late assignment to securitization trust and a detached allonge. Foreclosing entity could not establish standing. Formal notice issued. Action dismissed.
Salaried employee with documented improper deductions destroying the salary basis test. Six years of overtime hours uncompensated. Administrative record established. Judgment for back wages plus attorney fees.
Collector failed to verify debt within statutory period and continued collecting after documented written dispute. Timeline and postmarks documented the violation. Case settled in consumer's favor.
What each membership
actually includes.
Select a tier to see exactly what is included, who it is right for, and what you can expect.
Start here.
No cost, ever.
The Free tier exists for one reason: to show you what is in your documents before you commit to anything. No credit card, no obligation, no time limit. Upload whenever you are ready — the analysis will be there when you return.
The free summary tells you the categories of concern we identified, the regulatory frameworks that are potentially implicated, and what documents we still need to see to complete a full analysis. It is enough to know whether your situation warrants further investigation.
Right for you if: you want to understand your position before deciding what to do, you are in good standing and want a proactive review, or you are not yet ready to commit to a paid service.
- Secure document upload — any case type, any format
- Summary analysis report delivered within 3–5 business days
- Issue type identification and regulatory framework mapping
- Missing document overview — what we need and why
- Access to introductory educational content
- Contact capture for ongoing communication
- Document upload portal
- Summary analysis report
- Issue type identification
- Missing document overview
- Educational content access
The full picture.
In your hands.
The Analysis tier gives self-directed members everything they need to go deep on their own case. The full report does not just summarize findings — it documents specific deficiencies, applies the relevant regulatory standard, and assigns a compliance score to the institution's conduct.
The Self-Analysis Wizard walks you through your own documents step by step, asking the questions an investigator would ask, flagging what matters, and generating a structured PDF summary of your findings. The resource library and video content teach you what the frameworks require and what violations look like in practice.
Right for you if: you want to understand your case fully before deciding on Full Service, you are a researcher or advocate working on behalf of others, or your situation is developing and you want to monitor it over time.
- Full analysis report with compliance scoring
- Self-Analysis Wizard — Foreclosure, Debt, QWR, and FLSA
- Downloadable wizard output PDF
- Resource and download library (all case types)
- Case status tracking dashboard
- Full video library — short-form and deep-dive
- Document vault with version history
- Expert File Review available as add-on ($199–$299)
- Full analysis report
- Self-Analysis Wizard
- Resource and download library
- Case status tracking
- Full video library
- Document vault
- Expert File Review available
One review.
A written roadmap.
The Expert File Review is a one-time add-on available to Analysis members. A Serv Inc. investigator — not a system, not a template — personally reviews your file: your uploaded documents, your wizard findings, your full analysis report. They deliver a written investigation roadmap and a recorded walkthrough session.
The roadmap tells you what is strong in your case, what needs to be developed, where the clearest path to resolution runs, and whether Full Service investigation is warranted. For many members, the roadmap itself answers the question of what to do next — and for many others, it makes the decision about Full Service straightforward.
Right for you if: you have completed the wizard and want a human perspective, you are deciding between self-service and Full Service, or you want a professional assessment before taking formal action.
- Personal review of your full file by a Serv Inc. investigator
- Written investigation roadmap — findings, strengths, next steps
- Recorded walkthrough session
- Case strength assessment under applicable regulatory frameworks
- Specific recommendation on Full Service or independent action
- Delivered within 5–7 business days
- Personal investigator review
- Written roadmap document
- Recorded review session
- Regulatory framework assessment
- Next-step recommendations
- 5–7 business day turnaround
A dedicated investigator.
Until it is resolved.
Full Service membership is for members who are ready to pursue resolution actively. You receive a dedicated case manager — one investigator who knows your file, your timeline, and your goals — who works your case from enrollment to resolution. Not a ticket system. Not a rotation. One person accountable for the outcome of your matter.
Service calls are included. Your case manager coordinates document requests, drafts formal notices and affidavits, prepares CFPB and State AG complaints, and manages the private dispute resolution process. The annual option is specifically designed to carry members through the full arc of a complex investigation — and includes a complimentary Expert File Review at enrollment.
Right for you if: you are in active foreclosure or litigation, you have exhausted public channels and need private action, your FLSA claim requires documentation and formal process, or your matter is complex enough to require sustained professional attention.
- Dedicated case manager — one investigator for your case duration
- Active investigation with documented evidentiary record
- Formal notice and affidavit drafting
- QWR coordination, drafting, and response monitoring
- CFPB and State AG complaint preparation
- Private arbitration and mediation facilitation
- FLSA wage claim investigation and documentation
- Service calls included throughout membership
- Expert File Review included with annual option
- Dedicated case manager
- Formal notice and affidavit drafting
- Service calls included
- QWR coordination
- Regulatory complaint prep
- Private arbitration access
- FLSA claim support
Built for institutions
that serve consumers.
The Enterprise tier is a B2B product for organizations that want to bring Serv Inc.'s investigation infrastructure, dispute resolution framework, or member resources to their own clients, employees, or constituents. Pricing is custom, contracts are annual, and deliverables are scoped to the specific use case.
We work with financial institutions developing consumer-facing compliance products, employers offering financial wellness benefits, nonprofits and legal aid organizations seeking white-label access to the wizard and analysis tools, and corporations building internal training programs around consumer protection law.
- White-label platform licensing for nonprofits and legal aid
- Financial institution compliance product development
- Employee financial wellness benefit packages for large employers
- Corporate training and consulting on RESPA, FDCPA, and FLSA
- Co-branded member portal with custom intake and reporting
- Volume case management with dedicated account team
- White-label licensing
- FI product development
- Employer benefit programs
- Corporate training
- Dedicated account team
- Custom SLA and reporting
Everything, side by side.
A complete feature breakdown across all tiers so you can make the right call for your situation.
| Feature | Free | Analysis $129/mo |
Full Service from $599/mo |
Enterprise Custom |
|---|---|---|---|---|
| Document Intake & Analysis | ||||
| Secure document upload | ✓ | ✓ | ✓ | ✓ |
| Summary analysis report | ✓ | ✓ | ✓ | ✓ |
| Full analysis report with compliance scoring | — | ✓ | ✓ | ✓ |
| Document vault with version history | — | ✓ | ✓ | ✓ |
| Case status tracking dashboard | — | ✓ | ✓ | ✓ |
| Self-Service Tools | ||||
| Self-Analysis Wizard (all case types) | — | ✓ | ✓ | ✓ |
| Downloadable wizard output PDF | — | ✓ | ✓ | ✓ |
| Resource and download library | Intro only | ✓ Full | ✓ Full | ✓ Full |
| Video library | Intro only | ✓ Full | ✓ Full | ✓ Full |
| Professional Services | ||||
| Expert File Review (written roadmap) | — | Add-on $199–299 | Add-on / Incl. Annual | ✓ |
| Dedicated case manager | — | — | ✓ | ✓ |
| Service calls included | — | — | ✓ | ✓ |
| Formal notice and affidavit drafting | — | — | ✓ | ✓ |
| QWR coordination and monitoring | — | — | ✓ | ✓ |
| Regulatory complaint preparation | — | — | ✓ | ✓ |
| Private arbitration facilitation | — | — | ✓ | ✓ |
| FLSA wage claim investigation | — | — | ✓ | ✓ |
| Enterprise Only | ||||
| White-label platform licensing | — | — | — | ✓ |
| Co-branded member portal | — | — | — | ✓ |
| Employee benefit program packaging | — | — | — | ✓ |
| Corporate training and consulting | — | — | — | ✓ |
| Custom SLA and reporting | — | — | — | ✓ |
For organizations that
serve at scale.
The Enterprise tier is a separate product with a separate conversation. If you represent an organization — a financial institution, a large employer, a nonprofit, a legal aid organization — we would like to talk about what a partnership looks like. No pricing is published because no two engagements are the same.
Request an Enterprise Discovery Call →The analysis is free.
The delay is not.
Upload your documents today. Get your free summary within the week. If there is something in your file — and there often is — you will know exactly what it is and what to do about it.