Policy | New Lender Request Policy

Updated July 2026

New Lender Request Process

Revised July 2026

Purpose

To establish the process for requesting a new lender to be added to the Approved Lender List.

Process:

1. Submit a Request

Email Keith with:

• Lender/Investor name 
• Account Executive (AE) name, phone number, and email 
• Product(s) or program(s) that make the lender a good fit 

Note: Coast2Coast must be approved with a lender before loans can be submitted.

2. Management Review

Keith, Bob, and Jeff will review the request.

• Approved: The lender application process begins. 
• Not Approved: Keith will notify the requestor. 

3. Lender Approval

Our team will complete the lender application.

• Typical turnaround: approx. 10 business days 
• Timeframes may vary by lender. 

4. Activation

Once approved:

• Lender is added to the Approved Lender List. 
• Approval is announced (kickoff call, if applicable). 
• Loan Officers obtain required credentials. 
• Loan submissions may begin. 

Key Reminder

A lender may not be used until:

• Coast2Coast receives lender approval. 
• The lender appears on the Approved Lender List. 
• Any required LO credentials are established.