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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 brokerapproval@exceleratecapital.com. 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
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