Empower Your Clients with Defy Mortgage Solutions.
As a Financial Advisor, especially one who’s worked for a large firm, your clients expect your expertise on lending needs. Complex loan solutions are our playground. Bring us the deals that make big banks sweat, and we’ll help you deliver. Let’s talk.
Why Financial Advisors Should Partner With Us
Over $1B saved in AUM and helped advisors acquire over $2B in new assets.
Continuously maintained client and advisor satisfaction rates north of 95%.
75+ programs to help your clients solve the most challenging scenarios.
25+ years of experience delivering valuable insights and seamless solutions.
The old concepts of lending are OUT.
Creative is IN.
The borrowers today aren’t just loyal to any institution – they need a transformative teammate, a flexible financial partner, creative options that cater to their changing needs.
At Defy we’re leaning into that mentality, shaking up the whole mortgage industry with our innovative platforms and personalized approach.
If you’re a financial advisor looking to level up and seeking a dynamic partner to elevate their client offerings, we’ve got you covered.
We just don't do one-size-fits-all mortgages.
We craft custom residential lending solutions that fit your clients' unique needs.
And the best part? We close fast and make it easy.
Join our cliqueHow We Pull It Off
Clients are continuously expecting more from their financial advisors, and many aren’t a proper fit nor loyal to the antiquated old concepts of big banks.
That’s where we come in.
We don’t just crunch the basic numbers here. We take a full 360-degree look at borrowers to really understand their situation. Our process considers a comprehensive range of factors, allowing financial advisors to offer personalized solutions to clients who may not fit the conventional mold.
At Defy Mortgage, we empower financial advisors with the suite of flexible financing options that your clients have wanted. Whether your clients have unconventional income sources, a surplus of side hustles, or unique financial situations, our mortgage solutions can be tailored to meet their specific needs.
We get it – having a seamless partnership is key when you’re working together on mortgages for your clients. We make sure financial advisors are backed by a dedicated support system ensuring smooth communication and assistance throughout the mortgage process.
You’ll only find smooth sailing here.
Recognizing the value financial advisors bring to the table, we offer attractive and competitive compensation packages. Your success is our success, and we are committed to fostering a mutually beneficial partnership
Defy Mortgage is not just a mortgage provider; we are your collaborative partner. We’re not just dropping off those non-QM mortgage options and leaving. We are committed to making sure you’re set up for success. Whatever you need to effectively communicate just how helpful these non-traditional loans can be for your client’s particular situations, just say the word.
Listen, we know your reputation is everything in this business. And compliance? That’s no joke either. You should feel confident that you are recommending compliant and innovative solutions to your clients. Rest assured, Defy has strict policies and rigorous processes in place to make sure we’re all adhering to the rules and regulations, period.
Prior to Defy, we worked within some of the most trusted and seemingly infallible of big lending institutions. We witnessed first-hand how the rigid processes designed to protect the institution’s interests created roadblocks for untraditional borrowers like wealthy entrepreneurs without W2s. We know the problem, so we created the solution.
