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LO Referral Form 
Have an LO you want to refer to ESHL? Please fill out this short form. 

Please provide us the contact info of the LO you would like to join Equity Smart and we will reach out to them. 
If we would like to proceed with them, we will follow up to provide next steps. 

If you have any questions, please email losupport@equitysmartloans.com

Link to Policy. Please take a moment to review it before submitting a referral. 

In order for a loan officer that was referred under this program to qualify for the bonus, the referred loan officer (loan officer that is being hired as a result of being referred by another loan officer)

  • must have closed at least one  loan in the past 3 months AND

  • have had their license for at least 6 months.

The LO Referral form must be submitted in its entirety PRIOR to the Loan Officer being hired by ESHL in order to assure proper referral bonus is paid. Referral forms submitted after the hiring process will be deemed invalid and will not be compensated.


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Your Name (Existing Equity Smart Home Loans LO)  *
Company Email *
Referral Full Name *
Referral Email  *
Referral Phone #  *
Does the Referral have their NMLS? (Note: Only referrals with active NMLS in good standing are eligible to be compensated upon) 
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NMLS # *
How many years of experience do the Loan Officer have ? *
What company is the loan officer currently at? *
Hs the loan officer closed a loan in the past 6 months *
Does the Referral have their CA DRE Salesperson License? 
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States Licensed? 
Anything else you would like to make our team aware of?
Submit
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