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Referral Source Application

 

Want to Help Your Customers? Make More Money?

At Celtic Bank, we partner with reputable organizations and individuals looking to better serve their customers. Do you have a customer or client who may be an ideal fit for an SBA loan? We pay attractive referral fees to approved brokers and other professionals who want to increase their income. As one of the top SBA lenders in the country, we offer fast approval and exceptional rates to your clients. Apply to be a Celtic Bank Referral Partner today!

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General Information

Are you affiliated with a Celtic Bank Loan Officer or BDO?*
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Loan Officer Name?
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Are you currently working with Celtic Bank on a loan?*
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What is the name of the borrower?
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Are you an agent of an approved Celtic Bank Referral Source?*
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How Did You Hear About Celtic Bank?*
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Company Information

What best describes your company?*
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Company Name*
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Company Address*
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City*
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State*
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Zipcode*
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What is your companies' primary industry?*
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TIN/FEIN*
Must be in 00-0000000 format

If Sole Proprietorship, use SSN in EIN format

Company Phone*
Must be in 555-555-5555 format

Years in Business*
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Number of Employees*
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What industry are your customers typically in?*
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Do you have a website?*
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What is the URL?
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Agent Information

First Name*
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Middle Initial
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Last Name*
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Address*
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City*
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State*
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Zipcode*
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Role within the Company*
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Preferred Phone Number*
Must be in 555-555-5555 format

Corporate Email Address*
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Preferred Email Address*
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Years of Experience*
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Social Security #*
Must be in 000-00-0000 format

Date of Birth*
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PROHIBITIONS REGARDING MARKETING ACTIVITIES

Broker agrees that it shall comply with the Telephone Consumer Protection Act (TCPA), CAN-SPAM, and any state or local statute or regulation relating to marketing or advertising which is similar. Broker is not authorized to, nor shall Broker, send or cause to be sent, any facsimile, text message or email solicitation containing Celtic Bank’s logo, and/or promoting the goods, products or services of Celtic Bank, or any facsimile, text message, or email solicitation that in any way refers to or could be construed to be on behalf of Celtic Bank. Broker shall not make any calls, whether pre-recorded or live, in which Broker promotes Celtic Bank’s goods, products or services unless such calls are in compliance in all regards with the Telephone Consumer Protection Act or any state or local statute or regulation regarding calls. Broker shall not send an email message to advertise or promote Celtic Bank in any way unless such email complies in all regards with CAN-SPAM.

 

Authorization

By checking "Yes", you certify that all of the information provided by you on this application is true and complete. You authorize Celtic Bank to verify all statements made by you with any source, obtain a credit check, background check, and employment history. You agree to provide any additional information that Celtic Bank may deem necessary to process this application.

Authorization Date
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Accept Terms & Conditions*
You must accept the T&C

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SBA Preferred Lender, Member FDIC, Equal Housing Lender
Approved to offer SBA loan products under SBA’s Preferred Lender Program
Celtic Bank NMLS #500016
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