All your broker questions, answered.

What is CreditUnity?

We help brokers close more deals by matching your deals with targeted lenders you can trust.

What are the benefits of working with CreditUnity?
  • Nationwide lender base
  • Workflow system that markets relevant deals directly to lenders
  • Diverse set of lenders comprised of Credit Unions, Banks and Investors
  • Support when it's needed
  • Predictable processing and outcomes
  • Deal structuring to optimize offers
Are you a broker?

CreditUnity is not a broker or lender. Instead, CreditUnity works directly with brokers and lenders acting as a consultant to all parties, ensuring the best outcomes for all involved in the transaction.

Is there a fee for your services?

Not to the broker. CreditUnity will charge a fee to the sponsor for its services.  This fee will be presented as a fee agreement for the broker to present, and will only be collected if the requested loan is funded.

Do you interact with my clients?

Only if you prefer.  CreditUnity will communicate directly with broker’s clients as much or as little as they want. The broker is CreditUnity’s client and primary point of contact.

How quickly can you get me a term sheet?

The speed of which Credit Unity can get soft quotes and term sheets depends on a few things. The quality and completeness of the broker’s request will determine how quickly the deal can be placed in the marketplace. Also important when seeking the fastest turnaround time is the ability for the broker to provide answers to questions, relay information to their clients about deal structures and other required risk mitigants, and provide documentation as quickly as possible. From there, CreditUnity’s platform will ensure that the deal is visible to as many available lenders that match the deal. During the deal marketing process, CreditUnity will make recommendations on deal parameters, risk-mitigating structures, and other aspects of the loan request to maximize the broker's opportunity to get quotes that can be signed up.

Do I have to commit to your quotes or term sheets?

No. CreditUnity’s services are at no risk and no obligation to the broker or their client. CreditUnity will present all quotes so the broker and sponsor can make the best decisions. If you are able to get a better deal elsewhere, all that we ask for is an introduction to that lender.

What happens after we sign a deal with you?

CreditUnity will transition your deal to its Service Delivery Team. From here, CreditUnity will become the point of contact for both the borrowing and lending sides. We coordinate meetings, facilitate checklist item gathering, follow up on timelines and deadlines, and stay with the loan until it’s funded. CreditUnity want to take the monotonous busy work away from brokers, so they can work with their clients to build stronger relationships and bigger portfolios.

What’s the catch?

There is no catch. We just want to become a part of your CRE originations workflow. CreditUnity understands the competitiveness and enormous amount of work that goes into sourcing the best loan terms that will actually close. With that, we’ve created a product and service that is an extension of you and your team, so you can reliably do more in less time, with fewer resources and with greater confidence that sponsors will come back to you for their next deal.

How do I become a client?

Schedule a brief call to start your onboarding process.

Schedule a demo

The one-stop solution for all your CRE lending.