Become A Referral Partner
Fund More Clients with a Referral Partnership
With no traditional branch network serving direct customers, Celtic Bank prides itself on being one of the best partner banks in the country. We partner with loan brokers, business consultants, and relationship managers to help their client’s financing when traditional lenders won’t.
- Attractive referral fees (for qualified partners)
- Streamlined turnaround times and deal execution
- An entrepreneurial credit culture
- Dedicated business development officers
- Easy online loan submissions for your clients
- Robust partner portal with full deal transparency
How to Join
Partner with Us Today
01
Apply Online
Complete our secure online partner application in minutes.
02
Get a decision, fast
You will be notified of your application status via email, typically within 48 hours.
03
Meet your BDO
At Celtic Bank, every loan broker is assigned a dedicated business development officer, who is your direct line for getting new deals vetted, submitted and approved.
04
Start referring
Once your application is approved you can start referring borrowers immediatly.
Referral Partner Program Details
Celtic Bank Sets Referral Partners up for Success
Real-Time Loan Portal for Partners
With our Partner Loan Portal, you get full transparency & real-time updates on what is happening with your Celtic Bank loan pipeline, including current statuses and target close dates.
Pipeline: See your complete Celtic Bank loan pipeline
Documents: Browse the checklist of needed and pending documents
Status: View current loan statuses of target close dates
Activity: Find recent loan activity and specific details on loans
Participants: View all the parties involved with the loan
Reports: Download reports on loan activity and pipeline
Easy Online Application for Borrowers
Borrowers can complete our online application in minutes.
Simple & Secure: Partners send borrowers to our secure online application
Quick Response: Borrowers can pre-qualify for a loan in as little as 10 minutes
Real-time Insight: Borrowers can log in anytime to see the status of
their loan application.
Loan Solutions
Get Financing that Fits Your Client’s Needs
Use | Amount | Pricing | Term | Collateral | |
---|---|---|---|---|---|
SBA 7(a) | Working capital, refinance... | $350K - $5M | Variable Rate | Up to 25 years | CRE, Inv, FFE |
USDA B&I | Working capital, refinance... | $50K - $10M | Variable Rate | Up to 30 years | CRE, Inv, FFE |
Express | Working capital, equipment... | $50K - $150K | Variable Rate | Up to 10 years | Lien on bus, assets |
Equipment | Purchase or lease... | $100k - $3M | Fixed Rate | Up to 7 years | FFE |
SBA CAPLines | Working capital, refinance... | $500k - $5M | Floating Rate | 1-10 years | AR, inv. |
SBA CAPLines | Working capital, refinance... | $500k - $5M | Variable Rate | 1-10 years | AR, inv. |
SBA CAPLines | Working capital, refinance... | $500k - $5M | Variable Rate | 1-10 years | AR, inv. |
Loan Broker’s Guide to Presenting a Deal
6 Ways You can Increase Approval Rates
In Our Exclusive Guide Learn How To:
- Build lasting relationships with lenders
- Increase lender replies to your deal summaries
- Achieve a higher deal approval rate