Broker Approval

New Broker Application

Complete all fields below and upload your corporate W-9 to begin the approval process. Applications are typically reviewed within 1–2 business days.

This application is for mortgage brokers and referral partners who want to submit commercial and investment loans. Registration is free. Broker approval typically takes 1–2 business days.

After approval you can submit deals in the portal. A complete summary — property address, loan amount, property type, and borrower entity type — is what the FAQ ties to a soft quote within 24 hours. A loan advisor is assigned within 24 hours of submission. Compensation is up to 3% of the funded loan amount, paid at closing from loan proceeds. YSP available on most programs. The broker program page explains how referring works.

Programs you can submit include SBA 504 and 7(a), owner-occupied commercial, foreign national, commercial and residential DSCR, no-DSCR residential, California bridge financing from $1,000,000, fix and flip, and ground-up construction. Logged-in portal pages are not indexed.

ℹ️All fields marked with * are required. Your application will not be submitted until a signed corporate W-9 is attached. Do not submit personal W-9 forms — the entity W-9 must match your brokerage's legal name.

Company Information

Legal entity details as they appear on your W-9

Legal Company Name *

DBA / Trade Name

Leave blank if not applicable.

Entity Type *

Federal EIN (Tax ID) *

Broker / NMLS License Number

Optional if your state or loan type does not require one.

State of Incorporation *

Years in Business *

Business Address

Must match the address on your W-9

Street Address *

City *

State *

ZIP Code *

Business Phone *

Company Website

Primary Contact

The individual authorized to manage this broker relationship

First Name *

Last Name *

Title / Role *

Business Email *

Direct Phone *

Extension

Business Profile

Help us understand your book of business

Estimated Annual Loan Volume *

Number of Loan Officers *

How Did You Hear About Cressida Direct?

Which Cressida Loan Advisor Are You Working With? *

Additional Notes / Special Circumstances

Corporate W-9 Upload

Required for tax compliance — must be signed and dated (Rev. March 2024 or later)

⚠️Upload the corporate / entity W-9 only. The legal name on the form must exactly match your legal company name above. Personal W-9s will not be accepted. Download blank W-9 (IRS.gov) →

Drag & drop your W-9 here

or browse to upload

PDF only · Max 10 MB

Certification & Authorization

Read carefully before submitting

By submitting this application, the undersigned authorized representative certifies that: (i) all information provided herein is true, accurate, and complete to the best of their knowledge; (ii) the applicant entity holds all required licenses in good standing for the jurisdictions identified; (iii) the attached W-9 accurately reflects the entity's legal name and taxpayer identification number; and (iv) the applicant agrees to notify Cressida Direct of any material changes to the information provided within 10 business days of such change.

I confirm that I am an authorized representative of the applicant entity and have the authority to bind it to this application.

I certify that all information and documents submitted are accurate and I agree to Cressida Direct's Broker Program Terms & Conditions.

I acknowledge that approval is subject to Cressida Direct's underwriting review and is not guaranteed upon submission.

OptionalI agree to receive SMS text messages from Cressida Direct regarding loan status updates and product announcements. Message and data rates may apply. Reply STOP to opt out at any time.

Applications are reviewed within 1–2 business days. You will receive a confirmation email at the address provided above. For questions, contact [email protected].

Common Questions

Broker FAQ

Everything you need to know about partnering with Cressida Direct as a mortgage broker.

Still have questions? Contact our broker team or call 877.308.7557