KIS Vault

Unlocking the Value of Trusted Relationships

Getting Started

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Who to Introduce

Identify which brokers are a fit and currently available.

Most professionally operating, NMLS-licensed brokers are not limited by demand — they are limited by access.

NonQM HELOC capability has moved from niche to necessary for brokers serving a broad borrower base.

WMD provides a fully digital NonQM HELOC platform.

For many brokers, the difference is not suitability — it is connection.

This section helps you prioritize which relationships are most likely to benefit from that connection.

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

These boundaries protect your reputation and your relationships.
  • 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.