๐Ÿ“ž (972) 653-0554  ยท  epeterson@nexalending.com
Partner Resource Center

Tools to Help You Win More Clients and Close More Deals

Use these with your buyers, homeowners, and past clients. Each resource connects your client directly with Eric while helping keep the referral organized and associated with you.

๐Ÿš€

Start a Mortgage Application

For buyers ready to provide their financials and begin the formal process. Secure portal, credit consent built in, and real-time underwriting tools. Some qualified borrowers may be able to receive a pre-approval quickly after the required information is reviewed.

Start an Application โ†’
๐Ÿงญ

Check Homebuying Readiness

A comfortable first step for buyers who aren't ready for a full application but want to know where they stand. 60 seconds, no credit pull, no pressure.

Take the Readiness Check โ†’
๐Ÿ›Ÿ

Review a Difficult Deal

Declined loans, self-employed income, credit challenges, appraisal or condo issues, tight deadlines, files another lender can't finish. Send it before you give up on the contract.

Get a Second Opinion โ†’
๐Ÿ 

Homeowner Tools

Help homeowners and past clients explore equity, current value, and whether their mortgage still fits โ€” useful for listing conversations and staying in touch after closing.

View Homeowner Tools โ†“
Most Popular

Give Your Clients One Page for the Money Side of the Move

A personalized Lending Dad page with your photo, brokerage, and contact info โ€” one link for readiness, rates, home value, and the application. Each client who uses your page is tagged to you, helping keep the referral organized and connected with you.

Request My Partner Page โ†’
Deal Rescue

Have a Deal That Needs a Second Look?

Not every mortgage scenario fits neatly into an automated approval box. If a client has been declined, delayed, or told their loan can't be completed, send me the scenario before giving up on the transaction.

Self-employed incomeCommission / variable incomeRecent job changeCredit challengesHigh DTIAppraisal issuesCondo eligibilityRenovation financingFHA / VA complicationsInvestment propertiesUnusual propertiesTight deadlinesFiles another lender can't finish
Send Me the Scenario โ†’

A second opinion doesn't always mean the loan can be saved โ€” but it can identify options before the contract is lost.

For Homeowners & Past Clients

Help Your Homeowners Make Smarter Decisions

๐Ÿ“Š

View Current Rate Information

See what mortgage rates are doing and what it means for a payment โ€” trend education your clients can actually follow, with no rate quotes or pressure.

View Rate Information
๐Ÿ’ณ

Explore a HELOC

For homeowners considering renovations, debt consolidation, or accessing equity without replacing their current first mortgage. Fast process, separate secure portal.

Explore HELOC Options
๐Ÿ“ˆ

Get a Home Value Estimate

A helpful ongoing home-value report that supports past-client follow-up, equity reviews, and future listing conversations.

Check Home Value
๐Ÿงฎ

Should They Refinance?

An honest mortgage review โ€” sometimes the right answer is "keep the loan you have." No pressure, just the math and a straight recommendation.

Request a Mortgage Review
Partner Support

How I Help You Serve Your Clients

  • Early loan-scenario reviews before the offer goes in
  • Payment comparisons and cash-to-close estimates
  • Financing strategies for competitive offers
  • Pre-approval support โ€” including fully underwritten approvals when appropriate
  • Self-employed and complex-income analysis
  • FHA, VA, conventional, renovation, investment & specialty scenarios
  • Second opinions on difficult files
  • Weekend and after-hours offer support
  • Open-house financing support and co-branded materials
  • Annual mortgage reviews that keep you in front of past clients
  • Clear communication at every meaningful milestone

When an offer or financing question can't wait until Monday, you can reach me directly โ€” (972) 653-0554.

The Partner Promise

Your Relationship Stays Protected

I treat every referral as an extension of your reputation. I communicate clearly, take a consultative approach with your clients, keep you informed at meaningful milestones, and always direct the client back to you for their real estate needs.

โœ“Your client relationship is respected
โœ“Consultative guidance, not sales pressure
โœ“Clear communication at meaningful milestones
โœ“Clients are directed back to their referring agent
Direct Line

Have a Scenario? Send It to Me

Goes straight to Eric. Requests received during business hours are typically reviewed the same day.

โš ๏ธ Please do not submit Social Security numbers, dates of birth, bank-account information, tax returns, pay stubs, identification documents, or other sensitive personal information through this form. If documents are needed, we'll send a secure portal link.

Submitting this form is not a loan application, pre-approval, or commitment to lend. A second opinion does not guarantee a loan can be approved or completed.

Partner Attribution

Get Your Own Co-Branded Client Page

I'll build you a dedicated landing page โ€” your photo, your name, your brokerage logo, side by side with mine โ€” that your clients use for the money side of their move: readiness check, today's rates, home value, quick-close help, and the secure application. Use it in buyer consultations, open houses, social media, email signatures, and listing presentations. Every client who comes through your page is tagged to you, so your referrals stay organized and connected to you.

Request it in the form above (choose "Set up my co-branded partner page"), then email your headshot and brokerage logo to epeterson@nexalending.com โ€” once your information and branding are received, most pages are ready within one to two business days, subject to review.

Simple by Design

How It Works

1

You share the right resource with your client

2

The client connects with Eric

3

We build a financing plan together

4

You get updates at meaningful milestones

5

We work together toward closing

Scan to start your mortgage application with Eric Peterson

At an open house? Have them scan this.

The QR goes straight to the secure application โ€” works nights and weekends, no appointment needed. Hosting an open house? Request a ListReports open house kit in the form above โ€” flyers, sign-in tools, and financing handouts for the property. And ask about your own co-branded page with your name on it.

Credit consent built in Secure document upload Real-time underwriting
Start an Application โ†’
Need Help With a Client Right Now?

Call, text, or send the scenario

I'll help you find the most practical next step.

Your Lender

Eric Peterson

Mortgage Loan Originator ยท NMLS #620962
The Lending Dad ยท NEXA Lending LLC

๐Ÿ“ž (972) 653-0554 (call or text)

epeterson@nexalending.com

๐Ÿ“… Schedule a Call