Get Approved

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 A representative will contact you shortly thereafter regarding your application status.

Documents for Execution

Individual Forms

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