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We appreciate the opportunity to provide you with the information and documents necessary to begin the Mortgage Broker approval process with us.

Download Broker Approval Package
> Click here to download.

Complete the Branch Office Approval Form
> Click here to download

Downloads above require Adobe Reader.

The following items are required to be submitted along with the above documents:

  • Copy of Articles of Incorporation/Organization/Partnership documents
  • Resumes of all owners/principals of company
  • Copy of all applicable broker licenses and exemption letters
  • Current Financial Statements. Include recent profit & loss statement and balance sheet certified as accurate and signed by an authorized officer.
  • Errors & omission insurance, fidelity bond or surety bond (if applicable)

Please return the entire package as follows:

By fax: 516-870-7395 (it is not necessary to submit the original documentation)

By email: brokerapprovals@topdot.com

By mail/overnight delivery:
Topdot Mortgage
Attention: Broker Approval Department
125 Jericho Turnpike; Suite 400
Jericho, NY 11753

In person: You may return the entire package to your Account Executive.

If you have any questions regarding the application or approval process, please contact our Broker Approval Department at (888) 288-5363 or contact your Account Executive.

Thank you for your interest in Topdot Mortgage. We look forward to helping you provide mortgages from a new perspective!

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