Four Steps to Becoming an Approved Partner

Mortgage bankers with a strong track record of originating quality loans in our approved states are encouraged to contact a Regional Sales Manager to explore a potential partnership.

4 Steps to Becoming an Approved Partner

Exploratory Call

  • An initial conversation will help us identify whether your company meets the minimum requirements and whether we would be a good fit to work together.

Application Package

  • If we are a good fit to work together, you have the option of completing an application utilizing Comergence or your assigned Regional Sales Manager will send you an application package. Once the application is completed and the supporting documents are gathered, prospective partners will send the full package to our Correspondent Lending headquarters in Dallas, TX.

Review and Decision

  • Once received, the application and documentation will be reviewed; third-party verification and background checks will be ordered; and a needs list will be created. The needs list will be sent to you with a list of any remaining items required or questions that need to be answered. After the needs list items have been submitted, you will be submitted to committee for approval.

Welcome Call and Training

  • Once approved, a Welcome Call will be scheduled between your organization, the Regional Sales Manager, and a Client Liaison for training on how to successfully deliver loans to Gateway!

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