KIS Vault
Unlocking the Value of Trusted Relationships
Getting Started
Your Role Is Simple
You make the introduction. We do the rest.
Your role is intentionally narrow — designed to protect your relationships while creating opportunity.
Role Clarity
- Make warm, professional introductions when it makes sense
- Step back once the introduction is made
- No selling. No structuring. No file management.
How You Operate
- You Do
- Identify brokers who may benefit from WMD
- Make introductions when timing is right
- Let the WMD team take it from there
- You Don’t
- Pitch products or quote rates
- Discuss guidelines or structure deals
- Take applications or manage files
- Act as an intermediary after introduction
Guardrails & Boundaries
- Introductions remain clean, compliant, and professional
- You are never positioned as the lender or advisor
- WMD assumes responsibility immediately after introduction
When it makes sense — make the introduction.
We’ll handle the rest.
Who to Introduce
Verify which brokers are a fit and currently available.
Verify & Claim Your Introduction
Confirm availability and secure the broker before making the introduction
Check Availability
Check Availability
Confirm whether a broker is already working with WMD and claim them.
Make an Introduction
Send a warm, professional introduction using our compliant, ready-to-send templates.
Start Introduction
Strategic Guidance (KIS DESK)
For scenario strategy, deal positioning, or pre-introduction guidance.
CONTACT KIS DESK
Private Access
Materials contained within the KIS Vault are confidential and intended solely for approved participants. Participation in the Kickstart Introduction Specialist (KIS) program is selective and not guaranteed.