GET
APPROVED

Thank you for your interest in becoming an approved broker with Excelerate Capital.

Built for Brokers

  • Fast Turn Times
  • Friendly Account Executives
  • Flexible Programs and Qualifications
  • White Label Marketing Materials

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 brokerapproval@exceleratecapital.com. A representative will contact you shortly thereafter regarding your application status.

Documents for Execution

Complete Broker Package (signed and dated)

Individual Forms

Broker Agreement
Additional Login Request Form
Broker Compensation
Agency LPC Addendum
NonQM LPC Addendum – DSCR ONLY
Branch Addition Form
VA Sponsorship Request Form
Business Purpose Addendum

Application Requirements

  • 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
  • References
  • IRS Form W-9

Required Attachments

  • Financial Statements
  • Broker License(s)
  • Quality Control Policies & Procedures (including recent QC report with management response)
  • Resume(s) of all Owners/Principals/Officers

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