Partners
A lending review partner for realtor client scenarios.
Realtors can share a client scenario when the file needs a closer look at income, property, timing, or documentation before next steps are discussed.
Who it supports
Built for clean referral conversations.
Simple handoffs help everyone understand what is being reviewed.
Purchase financing questions
Investment-property clients
Self-employed or alternative documentation borrowers
Process
How the handoff works.
Share the client scenario and property goal.
Citadel reviews the file direction and documentation needs.
The borrower receives a practical next-step conversation.
The realtor stays aligned while the client moves forward.
Questions
Partner questions.
Can a realtor send a scenario before the buyer applies?
Yes. A general scenario can be discussed first, and the borrower can submit the inquiry when ready.
Is this a guarantee of approval?
No. All loan options depend on borrower, property, documentation, and underwriting review.
Start the review
Ready to send a client scenario?
Share the borrower goal and we will review the next step clearly.
Start with a short inquiry.
- Takes only a few minutes.
- Your information is reviewed before next steps are discussed.
- Loan options depend on eligibility, documentation, and underwriting.