Professional Partner Sign Up Β· Since 1998

Your Client Has a Deal.
UFIG Develops the File.

Register below to submit your clients’ commercial real estate loan requests to UFIG. One loan officer. Direct access. Structured file development. Clear communication from first review through closing.

Who Works With UFIG

Built for professionals who advise
commercial real estate owners.

UFIG’s partner channel is built for licensed professionals whose clients own, acquire, or refinance commercial real estate. Register once, then submit client loan requests when the need arises.

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Commercial Finance Advisors

Submit complex commercial loan requests for borrowers who need disciplined review, packaging, and lender-ready presentation

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Real Estate Agents

Help commercial buyers move toward closing with structured financing review before the file reaches a decision-maker

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CPAs & Accountants

Connect business clients with commercial real estate financing guidance during tax planning, acquisition, or expansion

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Attorneys & Advisors

Refer clients involved in acquisitions, estate planning, partnership restructuring, or property refinance discussions

Partner Registration

Register With
UFIG.

  • Register once and submit client files anytime by phone, email, or form
  • Your client is assigned a dedicated loan officer for review and follow-up
  • Loan files assessed within 24 hours – often same day
  • UFIG develops the property, project, principal, and repayment story before lender review
  • You remain informed with status updates on your client’s file
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    The Partner Program

    What a Loan Correspondent Gives Your Client, and You

    Commercial loan brokers, mortgage brokers, commercial real estate agents, CPAs and attorneys send UFIG files for one reason: a bank can only approve what fits its own credit box, and a client’s deal rarely fits the first one. UFIG is a loan correspondent, not a lender and not a competing originator. We originate, underwrite and package the file once, then deliver it through our Correspondent Lending channel or place it with the lender in our Capital Network that wants it: banks, credit unions, life companies, Fannie Mae and Freddie Mac, HUD, CMBS, SBA and USDA lenders, Farmer Mac, debt funds and private capital. Your client gets a loan that closes; you get a file that was handled the way you would handle it.

    Why referral partners register with UFIG

    One file, every capital source

    You submit once. UFIG runs the deal against conventional, agency, SBA, USDA, Farmer Mac, CMBS, bridge and private programs and tells you within one business day which lenders will want it and on what terms.

    Your relationship is recorded

    Registration records you as the referring professional on your client’s file. You receive status updates at each stage, and your client is never asked to “start over” with someone new.

    Underwritten before a lender sees it

    UFIG tests the rent roll, operating statements, tax returns and the sponsor’s financials to the lender’s standard first. Problems are found by us, not by the lender’s credit committee.

    Deals banks decline

    Special-purpose property, hotels, gas stations, farms, borrowers with a credit event, acquisitions without real estate, properties below 85% occupancy. These are the files a correspondent exists for.

    $500,000 and up

    Commercial loans from $500,000 ($1,000,000 for bridge and hard money), nationwide and Canada. Residential 1–4 unit, consumer and personal loans are outside our programs.

    Compensation in writing

    Referral compensation, where applicable, is agreed in writing before the file moves, so there are no conversations about it at closing.

    How it works

    1Register onceThe form above takes two minutes. You receive a loan officer’s direct line and email.
    2Send the scenarioProperty, loan amount, purpose and the borrower’s story. By phone, email or the form; a full package is not required for the first read.
    3Get the read in 24 hoursWhich programs fit, indicative terms, and the documents needed to move. A letter of interest follows once the file supports it.
    4Stay informed to closingOne UFIG loan officer manages underwriting, placement and closing; you and your client get updates at each stage.

    Programs available to your clients

    Partner questions

    Is UFIG a competitor to a commercial loan broker?

    No. UFIG is a commercial loan correspondent: we originate, underwrite and deliver the loan through our Correspondent Lending channel, and place it through our Capital Network when another lender offers better terms. UFIG’s role on a referred file is to underwrite, package and place it, and you remain the referring professional on the file throughout. Brokers and referral partners send UFIG the files that need more capital sources than one bank can offer.

    What kinds of deals should I send?

    Commercial real estate and business loans of $500,000 or more ($1,000,000 for bridge and hard money): multifamily of 5+ units, hotels, retail, office, industrial, self-storage, mixed-use, special-purpose property, owner-occupied business property, farms and ranches, business acquisitions and franchise loans, and any commercial file a bank has declined. Residential 1–4 unit, consumer and personal loans are not placed.

    What does UFIG need for a first read?

    The property address and type, the loan amount and purpose, and a short description of the borrower and the plan. For a quote: a rent roll or business financials, the last two years of tax returns and a personal financial statement. UFIG tells you within one business day what else the lender will need.

    How are referral partners compensated?

    Where compensation applies it is agreed in writing before the file is submitted to a lender, and UFIG’s own fee is disclosed to the borrower in the letter of interest. Nothing is discussed for the first time at closing.

    Will my client hear from UFIG directly?

    Yes, during the transaction: one UFIG loan officer works with the borrower on documents, underwriting questions and closing, and keeps you informed at each stage. You remain the referring professional on the file.

    Do you work with partners in every state?

    Yes. UFIG places commercial loans in all 50 states and Canada, and registration is open to licensed professionals anywhere in the U.S. and Canada.