Institutional Lending Partner Intake

Thank you for your participation in the ZATEGIC Relationship Manager Program.

This profile enables us to document your underwriting parameters, product criteria, documentation standards, and communication protocols. Our objective is to align qualified borrower submissions with your institution’s stated credit guidelines and operational preferences.

Completion time is approximately 10–20 minutes. Providing detailed and accurate responses will enhance submission quality, reduce processing friction, and improve approval efficiency.

Purpose of This Profile

This intake is designed to:

• Capture your current credit parameters by product
• Clarify required documentation at submission
• Define exposure thresholds and structural requirements
• Establish communication and update protocols

The information provided allows our team to pre-screen applicants in accordance with your stated criteria before routing files for review.

Completion Instructions

Please complete all Sections in full.

In Section 5 (Product Specifications), provide criteria for each product type you offer. Requirements frequently vary by product category, loan size, collateral structure, and risk tier.

You may update your profile at any time should your credit policy, risk appetite, or documentation standards change.

Confidentiality and Data Use

All information submitted is maintained in confidence and used solely by the ZATEGIC Funding Team for applicant qualification and routing purposes.

ZATEGIC does not distribute, publish, or commercialize partner data.

Support

If clarification is needed while completing this profile, please contact: intake@zategic.com

Please provide your institution’s official information and classification. This helps us verify your profile, understand how your institution is structured, and route qualified borrowers to the appropriate institution and relationship manager.

Please provide the details for the branch or office location where you are based so we can route borrower inquiries appropriately. If you cover multiple locations, enter your primary branch here.

Please provide your direct contact details, role, and service coverage. This information allows us to verify who we should work with, understand your lending focus, and route borrower opportunities based on your availability and geographic coverage.

Check all business products you actively place today. Select only what you truly support so we can send you relevant, qualified opportunities.

Many clients apply for multiple products. To avoid duplicate questions and ensure we only submit qualified, file-ready borrowers for the question below, please tell us how your application requirements are structured across the products you selected?

Please share how underwriting and credit decisions are handled for your institution, including decision authority, typical turnaround times, exposure and stacking limits, reporting behavior, and any entity, geographic, or application rules. This information allows us to pre-screen submissions and route only files that align with your underwriting criteria, reducing back-and-forth and speeding up approvals.

Please indicate which business entity types and industries you actively support, as well as any restricted or high-risk categories you do not fund. Clear selections help us pre-screen applicants and submit only eligible, fit-ready businesses.

Please tell us how you prefer to receive referrals and application materials, including submission method, intake requirements, and any required formats. Clear preferences help ensure complete, file-ready submissions and faster processing.