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The Ziegler Companies, Inc.

Investment Banking > Religion > Services > Mortgage Brokers

  • Mortgage Brokers

    If you’re a mortgage loan broker or financial consultant seeking financing for one of your clients, welcome to Ziegler. With shared mutual interest, Ziegler can work with you to help your clients achieve their objectives. Because of the high-volume of applications, we have established a few parameters that will help facilitate our discussions:

    Loan Package Requirements.

    We ask that you submit a loan package as part of your initial inquiry. This will enable us to more efficiently determine the suitability of our financing programs for your client (generally we are not able to effectively handle general phone inquiries until after we receive a package). Of course, this is done within the strictest of confidence. Your Loan Package should include:

    • Name of the organization
    • Brief description and history of the organization
    • Brief summary of the purpose of the financing request
    • The total dollar amount of the request, keeping in mind that debt consolidation/refinancing could be part of the whole package
    • Three years of financial information
    • Your contact information

    Because of the volume of inquiries we receive, we may not be able to answer specific questions for you in advance of submitting a package.

    Mortgage Broker Fee Policy

    Mortgage brokers working with Ziegler may be able to earn up to a maximum of one-point for their services assuming successful closing of a transaction. However, please note that any such fee is payable by the borrower client to the broker. The fee is not payable by Ziegler, but may be paid from your clients loan proceeds at closing, and of course must be disclosed to the borrower. We ask that you have a written agreement with your client as to what fee you will be paid, prior to Ziegler underwriting any proposed transaction.

    As a general rule, Ziegler does not work with mortgage brokers that charge more than one-point nor brokers who charge non-refundable points that are paid regardless of whether or not a transaction is successfully closed. Unfortunately, we have limited resources and we are not able to assist brokers with loan packages of less than $1.5 million. 

    Contact Ziegler Today

    If you are interested in pursuing an opportunity to work with Ziegler send your church loan package to us or please fax basic financial information about your package to 414-978-6575, to the attention of the "Broker Liaison Department."   After our receipt of this information, we will contact you for more details.

     

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