Become a Business Partner
Exchange Financial is always interested in adding quality business partners within its market area. In order to be recognized as a business partner, the following documentation must be submitted along with your completed application to our Program. Or, contact us for a complete overview of our flexible wholesale and correspondent program.
- Annual Audited Financial Statements for the last two years.
- Interim Financial Statements (Year-to-date). If prepared by someone other than a CPA, must be signed by an officer of the company stating that the financials are true and correct to the best of his/her knowledge.
- Current resumes of key employees, showing adequate administration, processing, and closing capabilities.
- Copy of quality control procedures.
- Copy of current Broker/Lender license(s).
- Certificate of Secretary Form completed showing each Authorized Signatory for future purposes of Note and Assignment Endorsements to Exchange Financial Corporation.
- Two executed copies of the Wholesale Correspondent Agreement. Exchange Financial will return one completed to you upon approval.
- IRS Form W-9.
Please print out and complete the documents below. When complete please contact Rob Clark at (800) 968-4234 or (616) 957-3480.
Thank you for your interest in partnering with Exchange Financial.
**You will need Adobe Acrobat to view the following files
Wholesale/Correspondent Agreement Broker Application Cert. of Secretary Broker Checklist W-9