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Partner intake

Let's plan your mortgage program together

Your answers tell us how to build your page, which products to feature, and how to hand borrowers off between our teams. Sections 1–6 are needed before we start building. Sections 7–9 can be finished together on the kickoff call.

1. Partner profile

Required

Legal name Name borrowers should see

Institution type

Bank Independent mortgage banker (IMB) Credit union Other

States served Number of branches or offices

Primary markets Cities or counties; note if mostly rural, suburban or urban

Contacts

Program lead

Marketing

IT / web

Compliance

2. Current mortgage activity

Required

Mortgage products you offer today, and through whom

Inquiries referred out per month Who handles inquiries today (role)

What do borrowers ask for that you can't offer?

3. Product mix

Required

Select every program you'd like on your page and in your marketing.

One-time close construction FHA, VA, conventional Conventional, FHA, VA, USDA Purchase and refinance Renovation HomeStyle, CHOICERenovation, FHA 203(k) Down payment assistance Qualifying agency programs Non-QM Select programs

Lead product in marketing Anything to exclude?

4. Referral workflow and handoff

Required

Who introduces borrowers to the loan officer? Name and role

How should referrals reach us?

Website Phone Email Shared lead form

How involved do you want to stay after the handoff?

Status updates at milestones Closing notification only No updates needed

Pipeline check-in cadence Any NMLS-licensed staff?

5. Website

Required

Website platform Website URL

Who can publish a page, and how long does it take?

Preferred setup

Full page on your site Your page links to a co-branded landing page we host Simple landing page One page we host; you link to it from your site Full landing page template Our approved partner page, in your brand

Preferred web address

yourbank.goluminate.com homeloans.yourbank.com (your IT adds one DNS record)

Tracking or analytics requirements

6. Brand assets

Required

Please attach logo files (vector and PNG, light and dark versions) to the email that opens when you submit.

Brand colors (hex) Brand fonts

Photography

How visible should Luminate be?

Footer and disclosures only Small “Financing provided by” mark Co-branded, your brand leads

7. Marketing reach

Kickoff call

Email list size Email platform

Social channels and follower counts

Channels you already use

Branch or lobby flyers Digital lobby screens Statement inserts Community events Builder relationships Realtor relationships

Who approves marketing on your side, and typical turnaround

8. Compliance and approvals

Kickoff call

Required internal reviews Compliance, legal, marketing Required disclosures or restrictions on your side

MOSA signed date MOSA reference

9. Launch

Kickoff call

Target launch date Seasonal priorities

How will you measure success in the first 90 days?

One more step: send the email

Your email app has opened a message to with your answers. Attach your logo files and press send. If nothing opened, use Download answers and email the file to .

Questions? Contact your Luminate partner lead.