Complete and sign the following documents including those outlined in this checklist to expedite Broker approval process. Failure to provide all requested information can result in delay and/or declination.

 

Broker Package - Click Here To Downloand Complete Package.


Click items below to download individual broker package sections

Broker Application - Complete and execute.

Broker Agreement - Complete and execute.

Misrepresentation Prevention Policy Statement- Review and execute.

Corporate Resolution - This documentation is required if your company entity is one of the following: LLC, LLP, Partnership, or Corporation.

Email / Fax Authorization - Review and execute

W-9 Form - Request for Taxpayer Identification Number and Certification.

Broker To Provide

Broker License(s) - Attach the broker license(s) in the State(s) you are currently approved to do business in.

Resumes - For all owners, principals, officers, and broker of record.

Current Financials - Including, but not limited to Balance Sheet an Income Statements. All financial information provided will be held in strictest confidence and will not be released to any outside party.


NOTE: The approval process will begin once we have received a completed broker package. Security Mortgage Funding is unable to fund your loan until your broker application is approved.

The completed broker package should be sent to:

Security Mortgage Funding Corp.
Attention: Broker Approval Dept.
2300 E. Katella Ave # 300
Anaheim, CA 92806
Tel: (714) 542-2090
Fax: (714) 939-6385