Updated
Mortgage brokers receive instant broker approval through the Jaken Finance Group broker portal. If you already have an investor loan to place, you can submit the scenario before broker approval. You do not need to hold a live financing request while you arrange your broker registration.
There are two separate steps: establishing your broker relationship and having a particular loan reviewed. Use the portal for the first and the scenario page to present a deal. This guide explains that distinction and how to make your role clear when you bring us a client’s financing request.
Where should a mortgage broker start?
Choose the route that matches what you need today.
| Your situation | Where to go | What that step does |
|---|---|---|
| You want to register as a broker | Broker portal | Provides instant broker approval |
| You have a live investor deal to submit | Loan scenario page | Starts the review of the financing request; broker approval can come separately |
| You need to understand client protection | Broker client-protection policy | Explains how we honor your submitted deals and broker-sourced leads |
| You want to learn about the loan itself | Loan-officer product guide | Connects you with the relevant financing education |
The starting point does not have to be a completed loan package. If your immediate question is whether a client’s request fits, present the scenario clearly. Registration and a financing decision answer different questions, so keep those conversations distinct in your own file notes.
How instant broker approval works
Go to brokers.jakenfinancegroup.com and follow the portal’s registration process. Jaken Finance Group’s broker approval is instant.
Use your own broker identity and business contact information when registering. Your client is the borrower on a financing request; you are the broker bringing that request to us. Keeping those roles clear makes later conversations about the property, the requested loan, and the submitting party easier to follow.
If you have questions about a registration field or your particular circumstances, contact the lending team. Describe the issue you are trying to resolve. You can still send a live deal through the scenario page before broker approval, so an account question does not require you to postpone presenting the financing request.
For a brokerage with several people working on a file, make the submitting contact clear in your communication. That is a practical way to help us follow the conversation, rather than having to infer the broker’s role from several different email signatures.
Can you submit a deal before registering?
Yes. Use jakenfinancegroup.com/scenario to submit an investor financing request before broker approval. Select the route that fits the client’s deal and identify yourself as the broker bringing the file.
This is useful when a client has a property under contract, a refinance question, or another request that needs review now. You can bring the facts of the deal to the lending team and complete your portal registration separately. There is no reason to ask the borrower to approach us as an unrelated direct client just because you have not registered yet.
Keep a copy of what you submitted for your own records. When you follow up, refer to the same client and property so the conversation stays connected to the original request. If something changes, explain the change rather than assuming the team has seen a different version sent through another channel.
For example, a purchase price may change during negotiations, or the client may decide to hold a property instead of selling it after repairs. Those changes belong in the loan review. They do not turn broker registration into an approval of the revised financing request.
Make your role clear in the scenario
A useful broker introduction identifies both the client and the person bringing the deal. The following is a suggested communication checklist, not a list of additional broker-approval requirements:
- Your name, brokerage or business name, and best contact information.
- The client’s name and the property address or location.
- A clear statement that you are submitting as the client’s broker.
- The purpose of the financing and the amount being requested, if known.
- The deadline or decision the client is working toward.
- Any earlier conversation with Jaken Finance Group about this same request.
Keep the opening focused on the decision you need. A short explanation of the request is more useful than an introduction that leaves the reader unsure whether you are the borrower, an adviser, or the broker responsible for placing the loan.
Here is an illustrative opening you can adapt:
I am submitting this scenario as the client’s mortgage broker. The borrower is purchasing an investment property at the address provided. We would like a review of the requested financing and the next information needed. Please use my contact information for the broker on this submission.
Add the deal facts through the appropriate submission route. You do not need to use these exact words. The purpose is to establish your role plainly while giving the lending team enough context to understand what you are asking it to review.
What instant approval does and does not establish
Instant broker approval establishes your broker registration with Jaken Finance Group. A particular loan remains subject to its own review. A broker account, a submitted scenario, a loan quote, and a funded loan are different stages.
When explaining the process to a client, say that you have registered with the lending partner or submitted the financing request. Reserve statements about loan approval, final terms, and closing readiness for the actual status of that file. This keeps the client, broker, and lending team working from the same understanding.
The same distinction matters if the client asks for a letter to give a seller or another party. A broker registration confirmation is not a financing commitment for the property. Ask the lending team about the appropriate next step for the specific transaction. Our loan process explains the financing workflow separately from broker enrollment.
Example: a live purchase before portal registration
Suppose an investor asks you to place a purchase loan today, and you have not yet registered with Jaken Finance Group. Start at the scenario page, choose the relevant financing route, and submit the property and request under your broker introduction.
You can then register through the broker portal for instant broker approval. When following up on the purchase, reference the client and property from your original submission. This example illustrates the two available starting points; it does not promise approval or a closing date for the purchase loan.
Your conversation with the client can stay simple: you have presented the deal for review, identified yourself as the submitting broker, and will discuss the response with them. You do not need to describe broker registration as a waiting period that prevents the lender from seeing the transaction.
Client relationships and compensation
Jaken Finance Group honors broker-submitted deals and does not permit circumvention of the broker. Our client-protection policy covers future deals from broker-sourced leads and transactions you submit for borrowers already in our system.
Broker compensation is agreed between the client and the broker. Jaken Finance Group does not set or control that agreement. Discuss that arrangement with your client separately from the lender’s review of the financing request.
Register or bring your first scenario
If you are ready to establish your broker account, open the broker portal for instant approval. If the immediate task is getting a client’s deal reviewed, submit the scenario now. Both routes let you start the relationship without confusing broker registration with approval of the client’s loan.
Bringing a mobile home park or RV park deal?
Use the broker portal for your client’s park request. The park financing guide for brokers provides a copyable summary, an example introduction, and guidance on initial information versus later underwriting documents. It covers stabilized purchases and refinances as well as turnaround requests.
Borrowers submitting their own park deals use the commercial financing form. The park submission guide explains both routes.