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.
A handoff built around the client’s situation.
Share the goal, property, timing, and known documentation questions. Citadel will organize the next conversation without exposing internal lending systems.
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.