Partner With Fidelity Residential

Refer with confidence. Keep the relationship. Never take a fee.

Professionals across seven fields send their clients to Fidelity Residential because we close on time, handle the files retail lenders bounce, and hand the client back to you when the loan funds. No referral fees, ever — RESPA-clean, by design. Pick the program built for your practice.

Choose your partnership

Built for the professionals your clients already trust.

Each program is tailored to how your clients actually borrow — and how a referral reflects on you. Pick yours.

Attorneys & Counsel

Trust-titled, LLC-vested, probate, divorce buy-outs — the complex closings retail lenders fumble. Clean communication that reflects well on your firm.

Explore for attorneys →

Realtors & Brokerages

23-day closes, 2-hour pre-approvals, every loan product your sphere needs, and a live portal so you and your buyer track the file in real time.

Explore for realtors →

Financial Planners & RIAs

Asset-based & pledged-asset qualification so clients buy without liquidating the portfolio or triggering capital gains. Fiduciary-clean, no fees.

Explore for planners →

Insurance Agents

Every purchase we close needs a policy bound before closing — routed back to you. A predictable new-business pipeline, plus a binder-timing portal.

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Financial Managers & Brokers

Pledged-asset & asset-depletion financing keeps your client’s portfolio invested — protecting your AUM and their unrealized gains.

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Real Estate Investors

DSCR on the property’s rent — no tax returns, no DTI. Fix & flip up to 90% LTC + 100% rehab, closing in 10–14 days. Scale past the 10-property cap.

Explore for investors →

CPAs & Tax Advisors

We qualify the self-employed clients you write down — on bank statements, P&L, K-1, or assets, with no amended returns. Your tax strategy stays intact.

Explore for CPAs →

Another profession?

Title agents, builders, and other referral partners — we work with them too. Reach out and we’ll set up the right relationship.

Get in touch →
What every partner gets

One standard, no matter which door you came through.

A named senior loan officer.

One accountable contact for your whole book — not a rotating cast of LOs or a call-center queue.

No referral fees. Ever.

RESPA Section 8 prohibits paying for referrals. We don’t — which keeps you clean and the recommendation conflict-free.

23-day average close.

A specific close date committed in writing within 24 hours of contract, with material changes flagged before they become your problem.

The Mortgage Hub portal.

Real-time milestone tracking for you and your client, with consent — so nobody’s chasing status the night before closing.

We hand the client back.

We close the loan and return the relationship. No cross-selling your client into competing products.

40 states + DC.

One licensed partner that travels with your book. NMLS #103098.

Ready to talk? Pick your profession above, or email rshamie@fidresi.com directly.