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Lender onboarding

Start your lender account.

Create your account, complete the lender setup, and sign one compiled packet. Provident then reviews and approves the lender account.

Create lender account

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  1. 01

    Create your lender login

    Open the secure account you will use to complete lender setup and access lender records.

  2. 02

    Complete the setup details

    Provide lender information, the bank account for lender disbursements, and the tax information needed for the W-9.

  3. 03

    Review and sign the packet

    Review the compiled package and sign the fee schedule, servicing agreement, and any documents that apply.

  4. 04

    Provident reviews and activates

    Provident checks the completed package, countersigns where required, and activates the lender account.

Have these details nearby.

You can create the account immediately. These items make the setup packet faster to complete.

Legal lender or entity name
Primary contact and mailing information
Bank account for lender disbursements
Tax information for the lender or entity W-9

The signature documents are prepared for you.

Complete the W-9 details in the portal. The W-9, lender fee schedule, and account servicing agreement appear in the final packet for electronic signature.

After approval, contact Provident when a borrower or loan is ready. Staff will coordinate loan boarding with you.

Before you begin.

These answers cover the most common questions about lender setup and what happens after approval.

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