Partner Portal & Resources
Partner Portal Access
Rates
Access up-to-date rates and pricing information.
Guidelines
Complete product guidelines and underwriting criteria.
Loan Status
Real-time tracking of all loans in process.
Training Resources
On-demand training materials and certification programs.
TPO Portal
Access TPO partner resources and tools
Preferred Partner Loan Application
Start a new loan application
Become a Partner
Partnership Requirements
Financial Institution Status
Must be a licensed bank, credit union, or financial institution
Regulatory Compliance
Active NMLS license and compliance with all federal and state regulations
Commitment to Excellence
Dedication to providing superior customer service
Technology Integration
Ability to integrate with our partner platform
Onboarding Timeline
Initial Consultation
We discuss your needs, goals and objectives to determine how we can best align our partnership to benefit your institution.
Application & Review
Complete our partnership application and our team conducts a thorough review.
Agreement & Setup
Finalize partnership terms and begin technical integration and setup.
Training & Launch
Comprehensive training for your team followed by official partnership launch.
