ExecWing for mortgage brokers and lenders.
Brokers, lenders and loan officer teams. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Loan files stall on missing documents and status updates. A processing assistant keeps conditions moving and borrowers informed, under your supervision.
What your clients usually hand off
- Document collection and condition tracking
- LOS data entry and file prep
- Borrower status updates
- Realtor and title follow-up
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How mortgage brokers and lenders work with us
- Use processing assistants on your own pipeline
- Refer partner offices that need processing capacity
- Keep licensed activities with licensed loan officers
Professional rules. Licensed professionals must follow their own referral-fee and disclosure rules. We provide a disclosure template on request; ask your own counsel or regulator if you're unsure.
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from mortgage brokers and lenders
Can the assistant originate loans?
No. Licensed activities stay with licensed staff. Assistants handle documents and admin.
How is borrower data protected?
Through your systems and access policies. See our security page for how we vet and manage assistants.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.