Broker Resources

    Broker Resources

    Tools, resources, and support for mortgage brokers partnering with Helvetica Group.

    Partner With Us

    We value our relationships with mortgage brokers and provide the tools and support you need to close deals efficiently.

    Fast Screening

    Quick responses and clear communication.

    Protected Commissions

    Broker compensation paid at closing.

    Insights

    Stay informed with market insights and lending trends relevant to your business.

    Forms

    Access loan submission forms and required documentation checklists.

    Videos

    Educational content and program overviews for broker partners.

    Loan Process

    Understanding our loan process helps you set expectations with borrowers and close deals faster.

    1. 01Submit loan request with property and borrower information
    2. 02Receive preliminary feedback and term sheet
    3. 03Complete due diligence and third-party reports
    4. 04Final underwriting and loan approval
    5. 05Documentation and closing

    Ready to Submit a Loan?

    Submit your loan request or register as a broker partner.

    Business/investment purpose only; not for consumer or primary-residence loans. Information herein is informational and not a commitment to lend. All transactions are subject to underwriting, documentation, and legal review.