Broker Partnership Program
Join our network of successful mortgage brokers!
It's easy with Cake. Start today!
Once you complete the application, please send it back to your Account Executive.
Mortgage Broker Forms
Download the forms you need for your mortgage brokerage operations. All forms are available in PDF format.
Broker Application (All-in-One)
For New Brokers
Partnership Requirements
Completed Broker Application
Submit fully completed broker application with all required information
W9 Form
Completed and signed W9 tax form for vendor setup and payment processing
Resume
Current professional resume highlighting mortgage industry experience and qualifications
Profit and Loss Statement
Recent profit and loss statement demonstrating business financial performance
Articles of Incorporation
Official articles of incorporation and corporate resolution documents
Corporate Resolution
Corporate resolution document (also required on Page 17 of the Broker Application)
Quality Control Plan
Comprehensive quality control plan outlining your loan processing procedures and standards
Why Partner With Us?
Discover the advantages of joining our exclusive broker network
Competitive Rates
Access wholesale rates and exclusive pricing tiers based on your volume. Higher volume = better rates for your clients.
Fast Processing
Industry-leading turnaround times with automated underwriting and dedicated processing teams for broker partners.
Dedicated Support
Personal account managers, priority phone support, and direct access to underwriters for complex scenarios.
Technology Platform
State-of-the-art LOS with API integration, mobile app, and real-time pipeline management tools.
Marketing Support
Co-branded marketing materials, lead generation tools, and joint advertising opportunities.
Training & Education
Ongoing training programs, CE credits, product updates, and industry best practices workshops.