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CONCIERGE WHOLESALE AND JOINT VENTURE SERVICES

If you’re responsible for a community bank or credit union, you may offer your customers and members some lending services, but you’d love the opportunity to offer them much more. Competitive fixed rates, ARM’s, interest only and more are being demanded by consumers more frequently. If you’re currently sending clients away to talk to someone else for their home loans, consider our Concierge Wholesale Program.

With our Concierge Wholesale Program, combining the services of traditional, “Table Funded” wholesale lending with a complete menu of mortgage loan processing , funding and origination services, you can fully meet your customers’ needs and maintain the strong relationship with them you’ve worked hard to develop.

At the same time, you can generate the revenue stream and retain more income without the fixed operating expenses of building your own in-house mortgage department.. Put our technology, experienced staff, array of products, and volume pricing to your advantage. With Concierge Wholesale, we will work for you behind the scenes as your mortgage department while you concentrate on doing what you do best.

To find out more about putting our strengths to work for you, complete the form below to contact us for more information.


We are also teaming with firms who want to compliment their existing business operations with starting their own mortgage origination business operations.

Real Estate Firms and Builders, historically our strongest business partners, can play a more complete role in the entire purchase or construction transaction, servicing your customers from beginning to end.

CPA’s and Financial Planners are also in a good position to compliment current business with providing mortgage lending services to loyal customers. We can help. Our Joint Venture program allows you to strengthen your client relationships with minimal overhead, costs, and effort.

“Turn Key” mortgage origination services we offer are:

  Company formation assistance
  Accounting, payroll and monthly reporting services
  Full menu of mortgage product offerings funded at competitive rates Processing services
  Technology: origination software, automated underwriting, and referral and atabase management
  Online web-based technology for registration, submission, and marketing


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