Partners
A clear handoff for trusted client referrals.
Finance professionals, business advisors, and referral partners can send clients who need a thoughtful mortgage review rather than a quick yes or no.
Who it supports
Built for clean referral conversations.
Simple handoffs help everyone understand what is being reviewed.
Business referral partners
Real-estate investors
Professionals supporting complex borrower profiles
Process
How the handoff works.
Share the borrower goal and basic context.
Citadel reviews the possible lending path.
The client receives a direct conversation about next steps.
Communication remains organized and professional.
Questions
Partner questions.
Will the client be contacted directly?
Yes, when appropriate and authorized, the borrower can be contacted for a direct review conversation.
Can complex borrower files be reviewed?
Yes. Files involving alternative income, investment property, residency, or documentation questions may be reviewed.
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.