Thank you for your interest in becoming an approved broker with Excelerate Capital.
This process is roughly 48-72 hours for full approval!
To get approved with Excelerate Capital, please provide the documents outlined below. When complete, please email all documents to firstname.lastname@example.org. A representative will contact you shortly thereafter regarding your application status.
- Submission Application & Checklist
- Broker Agreement
- Broker Compensation Addendum
- Company Resolution (if applicable)
- Loan Fraud Declaration
- AML (Anti-Money Laundering) & SAR (Suspicious Activity Report)
- Loan Officer Licensing Information
- IRS Form W-9
- Financial Statements
- Broker License(s)
- Quality Control Policies & Procedures (including recent QC report with management response)
- Resume(s) of all Owners/Principals/Officers