Optigo Lender Eligibility
With You Where You Optigo
Optigo® lenders have access to diverse loan offerings that support conventional, small balance loans, affordable housing, seniors housing and more. Scroll down to review the application process.
Our Lender Approval Process
Understand the Process
Start here: Our application roadmap provides the steps needed for us to consider your application.
Review Sustainability Measures
Get an overview of the sustainability measures addressed in the prescreen form.
Determine Eligibility
Prospective Optigo lenders must meet our eligibility requirements (Guide Chapter 3) before they will be considered to become approved.
Submit Interest
If you believe your institution meets our requirements and you are interested in speaking with us, consider submitting interest during the application window between January 1 and September 30 of each year.
Please revisit this webpage once we reopen the form for submission. Alternatively, we recommend considering a correspondent agreement with one of our existing Optigo lenders.