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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

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Understand the Process

Start here: Our application roadmap provides the steps needed for us to consider your application.

Application Roadmap

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Review Sustainability Measures

Get an overview of the sustainability measures addressed in the prescreen form.

Prescreen Overview

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Determine Eligibility

Prospective Optigo lenders must meet our eligibility requirements (Guide Chapter 3) before they will be considered to become approved.

Guide Chapter 3

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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. 

click here to complete the notification of interest form

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