Wholesale Broker Onboarding

Become a Battalion TPO Partner

What you’ll need

Company informationLegal name, EIN, optional NMLS ID, optional licenses, addresses, contacts

11 fields

Principals - owners with 10%+ stakeName, SSN, DOB, residence, ownership percentage

8 fields

Disclosure attestations11 standard questions, with letters of explanation if needed

11 fields

Document uploadArticles, EIN letter, E&O insurance certificate, photo ID, generated W-9

5 fields

E-sign agreementsBroker agreement, fraud policy, resolution, owner authorizations

3+ fields

LoanTrack usersAdd admins, loan officers, and processors

3+ fields