GET APPROVED

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.

 

Excelerate Capital Documents for Execution

Broker Package (signed and dated)

 

Additional Login Request Form

Additional Login Request Form

 

Application Requirements

• Broker Application
• Broker Agreement
• Broker Compensation Addendum
• Corporate Resolution (if applicable)
• Financial Statements
• IRS Form W-9
• Loan Fraud Declaration
• AML (Anti-Money Laundering) & SAR (Suspicious Activity Report)
• Quality Control Policies & Procedures (including recent QC report with management response)
• References
• Resume(s) of all Owners/Principals/Officers