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Team Legacy Capital

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Referral Partner Program for Realtors & Advisors

We collaborate with agents and advisors to deliver exceptional mortgage solutions and outstanding client experiences.

Key Benefits

Discover the advantages of partnering with Team Legacy Capital, including trusted support, clear communication and competitive referral rewards.

Speak With an Advisor

Trusted Partnerships

Build lasting professional relationships through clear communication, dependable service and trusted mortgage support for clients.

Competitive Rewards

Earn attractive referral rewards for successful introductions while helping clients access trusted mortgage solutions with ease.

Dedicated Support

Receive responsive support, timely updates and useful resources that make each client referral smooth, clear and simple to manage.

Compliant Partner Program

Our partnership is built on compliance, transparency, and the highest ethical standards.

A Partnership Built on Trust and Results

When you refer a client to Team Legacy Capital, you’re trusting us with your reputation. We communicate at every step, close on time, and make sure your client comes back to you for their next transaction, not somewhere else.
Reliable Solutions
We close what we say we’re going to close, on the timeline we commit to you upfront.
Open Communication
You’ll always know exactly where your client’s file stands, no chasing us for updates.
Dedicated Partner Support
A direct line to your own dedicated Team Legacy contact, never a call center queue.
Compliant Partner Program
Every partnership is structured to fully comply with RESPA, nothing under the table.

How It Works

Follow a clear, secure application process designed to help trusted professionals join our referral network, submit their details, receive confirmation and access valuable partner resources with ease.

Become a Referral Partner

Share your details and our team will contact you to discuss partnering with Team Legacy Capital.

01

Submit Your Information

Share your contact information and let us know you’re interested in becoming a referral partner.

02

We Review and Reach Out

Our team will review your information and contact you to discuss partnering with Team Legacy Capital.

03

Start Referring with Confidence

Once your partnership is confirmed, we’ll explain how to submit referrals and connect your clients with our team.

Let's Build Your Legacy Together

Buying your first home, refinancing, or exploring equity? Our team offers expert, personalized guidance.

    Answers to questions you’re already asking

    Before you make a decision, it’s normal to have doubts. Here are clear answers to the most common questions our clients ask.
    What types of mortgage loans do you offer?
    We provide financing for home purchases, refinancing, and Home Equity Lines of Credit (HELOCs), including conventional, FHA, VA, and jumbo loan options. We also offer non-QM programs like bank statement, DSCR, and asset depletion loans for self-employed borrowers and investors. As a licensed mortgage broker, we compare programs across multiple lenders to find the one that fits your situation, not just what one bank happens to offer.
    Yes. Alongside conventional financing, we offer non-QM loan programs including bank statement loans, DSCR loans for investment properties, and asset depletion loans. These use alternative documentation instead of traditional W-2 income, so they’re often a fit for self-employed borrowers, business owners, and investors. Talk to one of our loan officers to see which program fits your situation.
    Eligibility depends on your credit history, income, debt-to-income ratio, and the loan program you’re applying for. There’s no single answer that fits everyone. The best way to know where you stand is to talk with one of our loan officers, who can walk through your specific situation in detail.
    Timelines vary based on the loan type, how quickly documents are submitted, and current market conditions. Many borrowers get pre-qualified within a day or two, with full approval typically following in a few weeks. Your loan officer will give you a realistic timeline once we understand your file.
    Mortgages typically involve closing costs such as appraisal, title, and origination fees. The exact fees depend on your loan program and lender. We’ll walk you through a full breakdown before you commit to anything, so nothing shows up as a surprise at the closing table.
    Rates depend on your credit profile, loan type, down payment, and current market conditions, so we can’t quote one here. Your loan officer will provide a personalized rate quote along with the full APR and cost disclosures required before you move forward with anything.
    Loan terms vary by program. Generally, a shorter term means a higher monthly payment but less interest paid over the life of the loan, while a longer term lowers the payment but stretches out the interest. Your loan officer can walk you through the options for your situation.
    Most of our loan programs allow you to pay off your mortgage early without penalty, but terms can vary by lender and loan type. We’ll confirm your specific loan’s prepayment terms clearly before you sign anything at all.
    Yes, many borrowers refinance into a different loan type down the road as their goals or the market changes. There’s no obligation to stay in your original loan structure forever if your situation changes.

    Resources & Articles

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    Ready to Grow Your Referral Network?

    Partner with a mortgage team that values clear communication, reliable support, and strong client relationships.