The online loan application allows you to enter, save, print, and submit loan applications.
If you're not yet registered, click on the "Not Yet Registered" link and fill in the Enrollment page.
Make sure the information is accurate before you submit it for credit review. Changes cannot be made to the application after it has been submitted. Ensure you and your client(s) sign all documents.
This is the final step that sends the application electronically to B2B Bank.
If the status is:
1Some dealers may request an initial review of all documentation. Investment dealers must review and approve all loan applications before B2B Bank can start the adjudication process.
2Investment advisors or dealers must place the initial purchase order directly via FundSERV using the intermediary code: MRS (for B2B Bank Financial Services Inc. investment accounts), MRCC (for B2B Bank Intermediary Services Inc. investment accounts) or MSSI (for B2B Bank Securities Services Inc. investment accounts) or BTBB (for B2B Bank investment accounts). Advisors also have the option of using Advisor Access or their dealer back office systems. For independent MGAs, initial and subsequent transactions are entered manually by B2B Bank.