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Brokers & Referral Partners

Send Client Deals. Get Direct Answers.

Mortgage brokers, loan officers, and agents nationwide — partner with A.V.T. Financial Services, Inc. for asset-based programs and responsive review on investor and commercial files.

Broker & Partner Program

Send Deals. Get Direct Answers. Close With Confidence.

When conventional channels slow down or decline a file, your client still needs a path forward. Our team reviews broker-submitted scenarios on the property, equity, and exit plan — then responds with clear next steps, not silence.

Include This When You Send a Deal

  • Borrower name, entity, and best contact information
  • Subject property address and estimated value
  • Requested loan amount and purpose (purchase, refi, cash-out, etc.)
  • Brief exit or hold strategy and target closing date
  • Any liens, occupancy, or rehab scope if applicable
Submit a Client Application

Why Brokers Refer to A.V.T. Financial Services, Inc.

Your reputation depends on who you introduce your clients to. You need a lender that picks up the phone, reads the file, and tells you honestly whether the deal is workable — ideally within a business day, not a business week.

A.V.T. Financial Services underwrites on the asset and the plan. That means investors with complex income, tight timelines, or non-standard properties still get a thoughtful review. When the numbers work, we outline terms plainly so you can advise your client and keep the transaction moving.

Whether you specialize in residential investment, small commercial, or referrals from any U.S. market, you get one consistent point of contact and a lender that treats your submission as a partnership — not a form lost in a portal.

Loan broker partnership with private real estate lender

Who This Program Is For

Programs Your Clients Can Access

Match your referral to the closest program — or send a general submission and we will route it internally.

What Sets Our Broker Experience Apart

How a Broker Referral Moves Forward

A simple referral path — designed so you always know where the file stands.

Broker referral and loan funding workflow
  1. 1

    You Submit the Scenario

    Send borrower info, property details, loan amount, and timeline via our online form or by calling the office directly.

  2. 2

    We Review the Asset & Plan

    Our team evaluates collateral, equity, program fit, and exit strategy — then identifies the best lending path.

  3. 3

    You Receive a Clear Answer

    We tell you yes, no, or what is needed next — including terms outline and documentation list when applicable.

  4. 4

    Client Moves Toward Closing

    When approved, we work with you and your borrower toward funding on the schedule the deal requires.

Broker Questions We Hear Often

Do you work with brokers nationwide?
Yes. We review referrals for investment scenarios across the country. Share the property location and client structure when you submit.
How fast will I hear back on a submitted deal?
Most broker submissions receive initial feedback within one business day. Urgent contract deadlines — mention them when you call or apply.
Can I submit before my client completes a full application?
Yes. Send a summary with property address, value estimate, loan amount, and strategy. We will tell you if it is worth a full application.
Which programs can I refer?
Bridge, renovation and resale, equity cash-out, DSCR, income property, multi-unit, construction, and commercial — see the program list on this page.
Is there a dedicated broker phone line?
Call our main office line during business hours. Identify yourself as a broker or referral partner and reference your client’s property address.

Ready to Send Your First — or Next — Referral?

Use the secure application to submit client and property details, or call our office to discuss a scenario before your borrower applies.