KIS Vault
Unlocking the Value of Trusted Relationships
Getting Started
What Happens After
We handle it from here.
David and the WMD team take over immediately after your introduction and manage the entire process from first contact to funding.
The Process After Your Introduction
1. Introduction Received
David receives your introduction and reviews the details.
2. Initial Outreach
David reaches out directly to your contact to start the conversation and establish rapport.
3. Opportunity Review
David works with the broker on the industry’s easiest Broker Application — 1 page and neither credit report or financials are required.
Same-day broker approvals.
4. Platform Onboarding
David works with the approved broker to train them on WMD’s NonQM HELOC platform which includes setting up white labeled sites for each loan originator.
5. MLOs Submit Loans
The broker and their team submit HELOCs directly through their white labeled sites.
We make the process simple and efficient.
6. WMD Funds Them
WMD underwrites, approves, and funds the loans quickly.
You get compensated for the introduction.
Fast Response
Outreach happens quickly to maintain momentum from the introduction.
Clear Communication
Direct, straightforward communication with no confusion and no runaround.
Expert Guidance
Direct, straightforward communication with no confusion and no runaround. Every scenario is handled with experience and thoughtful structuring.
Seamless Experience
A smooth, professional process from start to finish.
Meet David Lemon
Your direct connection at Wholesale Mortgage Direct.
You made the connection. We take it from here.
Your relationship stays protected. Your contact gets taken care of.