Originating Pre-qualified Loans
Advisor Credit Exchange is assembling a select network of approved lending organizations that are interested in receiving originated loan transactions from the wide network of Advisors connected through industry leading Broker-Dealer and Asset Management firms and networks.
As a lender, your role is very straightforward. You provide ACE with as detailed loan criteria as you need (in order to receive only loan requests that you want to receive and will approve). That information is coded into the ACE platform and the transfer to you happens immediately upon the Advisors confirmation with the client that there is an interest in providing the loan. In short, ACE assumes the role of sales, marketing, pre-qualification screening, and initial processing of loan requests, dramatically improving the efficiencies (thereby reducing cost) of your loan origination process. In return, your role as lender on the platform is to provide sufficient information to ACE so that loans referred to you are in fact approved and expedited.
If you also have a need to enhance your internal underwriting, documentation, funding, reporting, and operations/administration processes once you receive the originated loans, ACE can work with you on a custom project to help you achieve this objective.
As a lender, your role is very straightforward. You provide ACE with as detailed loan criteria as you need (in order to receive only loan requests that you want to receive and will approve). That information is coded into the ACE platform and the transfer to you happens immediately upon the Advisors confirmation with the client that there is an interest in providing the loan. In short, ACE assumes the role of sales, marketing, pre-qualification screening, and initial processing of loan requests, dramatically improving the efficiencies (thereby reducing cost) of your loan origination process. In return, your role as lender on the platform is to provide sufficient information to ACE so that loans referred to you are in fact approved and expedited.
If you also have a need to enhance your internal underwriting, documentation, funding, reporting, and operations/administration processes once you receive the originated loans, ACE can work with you on a custom project to help you achieve this objective.