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SOLUTIONS FOR WHOLESALE BANKERS

Expand your lending power

with our closing power

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why corevest

The capital partner for your

entire client portfolio

Full suite of loans
A complete lineup of investor products lets you offer more financing options without building new infrastructure from scratch.
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Confidence to close
Reliable capital, competitive pricing, and dedicated underwriting support give you the certainty to win and close deals on time.
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Balance sheet efficiency
Offloading the credit risk allows you to support ambitious investors without taking their long-term loans onto your own balance sheet.
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Client relationship retention
Having CoreVest as your capital partner behind the scenes means you never have to turn a client away, even when you can’t fund them internally.
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MORTGAGE BANKERS

Tap into untapped

investor opportunities

To stay competitive, it helps to have a quick answer for every client, whether they want to scale their rental portfolio or bundle everything into one loan. With our full suite of investor products and reliable funding, you can keep capturing deals while we handle the rest.

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COMMERCIAL BANKERS

Do the deals

your bank can’t do

Protecting your book of business is easier when you have a reliable funding source for deals that don't quite fit your bank’s rules or risk limits. As your capital partner, we can help provide the specialized financing your clients need while protecting your bank’s balance sheet.

RECENTLY FUNDED DEALS
Side exterior of a blue single-story house with white trim, showing a white door, windows, and a concrete walkway through a mulched garden bed.
30-YEAR DSCR
$1,235,000
Funded
1 Property
San Diego, CA
Aerial view of a suburban housing development under construction, with rows of rooftops, a curved green retention pond, and surrounding cleared red-dirt land.
RENTAL PORTFOLIO
$14,000,000
Funded
54 Properties
Midland, TX
Large white stucco house under construction surrounded by snow, with bare trees and scaffolding visible on one side.
FIX AND FLIP
$3,356,000
Closed
1 Property
McLean, VA
Modern duplex with dark gray upper story, white brick lower level, a red front door, and a wooden privacy fence along the driveway.
MULTIFAMILY TERM
$1,340,000
Closed
1 Property
Columbus, OH
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FREQUENTLY ASKED QUESTIONS

Expert answers

to your funding questions

What are your insurance requirements for investor portfolios?
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Our property and commercial liability insurance requirements vary by state. Contact your relationship manager for specific guidelines regarding your clients’ portfolio assets.
Can I close more loans and get paid reliably?
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Yes, you can close more loans and get paid reliably by partnering with CoreVest Finance, provided your deals focus on business-purpose residential real estate.

CoreVest is backed by Redwood Trust, which specializes in debt capital for real estate investors. Our platform is specifically tailored to help bankers, brokers, and originators scale their business efficiently.
Can I serve my client without jeopardizing my balance sheet or losing them?
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Yes, you can serve your clients through a partnership with CoreVest without putting your own balance sheet at risk or losing client ownership. Because CoreVest specializes in real estate investor loans rather than retail mortgages, we offer structures that keep you in control of the client relationship.
What are your LTV / LTC / DSCR limits?
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Our loan guidelines and parameters vary by loan program, but generally cap LTV at 75% to 80% and LTC at 80% to 90%. Their minimum DSCR requirement is typically 1.0, though it can be higher depending on the specific product and market factors.
Who makes the credit decision?
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At CoreVest, credit decisions are made in-house by our dedicated credit, underwriting, and capital markets teams.
What documentation is required to work with CoreVest?
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To work with CoreVest as a mortgage intermediary (via our Wholesale Broker or Broker+ programs), you must meet our requirements and provide a comprehensive corporate approval package.

To get approved, you must submit the following documents to CoreVest:

Corporate & Legal Documentation

  • Application Forms: Completed and signed Wholesale Broker Application or Broker+ Application.
  • Entity Documents: Certificate of Incorporation/Formation, Bylaws or Operating Agreement, and any DBA filings.
  • Corporate Resolution: Executed Corporate Resolution/Consent authorizing your company to work with CoreVest.
  • Licenses: Proof of proper state licensing and regulatory registrations.

Financial & Background Documentation

  • Financial Statements: Current financial statements (one full-year audit and year-to-date interim, signed and dated). If unaudited, you must provide a signed IRS Form 4506.
  • IRS Form W-9: Signed and dated.
  • Insurance Certificates: Proof of current E&O Insurance and Fidelity Bond policies.
Explore all FAQs

Standing by your clients through
‍

every funding challenge

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