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Qualification Criteria for Approval

IMX Exchange® membership is available to licensed mortgage brokers who uphold the highest professional standards.

A PRINCIPAL of the company must complete the following information designed to assist us in evaluating your qualifications in becoming an IMX Broker Member:

= required field

Legal Name:
Doing Business As:
Contact First/Last Name:
Street Address:
City/ST:
Zip Code/Zip4: -
County:
Phone: () - x
Fax: () -
E-mail Address:
Re-Enter E-mail Address:
Please provide an email address that will be checked frequently. Email is the primary method of communcation used by IMX.
  • How did you hear about IMX Exchange?  (Check all that apply)
    Loan Originator
          Upgrade/Rebate     		Tradeshow Press Release
    Advertisement Referral Flyer/Direct Mail
    NAMB Other  

  • What Loan Originator Software are you currently using?
               

  • Which company referred you to apply for membership?
               

  1. Does the Broker or Principal have one year of mortgage industry origination experience?
    Yes No
  2. Has the company been established for a period of one year?
    Yes No
  3. Financial statements for previous two years (if applicable) including a Profit and Loss and Balance Sheet are required for approval. Will the net worth on the Balance Sheet reflect $25,000 or more, with the Profit and Loss Statement demonstrating profitable operations?
    Yes No
  4. Does the Principal's personal credit history reflect sound financial management for prior two years?
    Yes No
  5. Does your company meet the laws and regulations governing state licensing or registration in the states you are currently doing business in?
    Yes No
  6. Is your company approved to conduct business with a minimum of three (or more) lenders?
    Yes No