Approved Intermediary Mandate Submission
This submission portal is available exclusively to approved intermediaries operating under Equis’ professional referral framework.
Equis reviews mandates selectively and advances only those opportunities that meet institutional underwriting standards.
Minimum Threshold Section
Submissions should generally involve:
- Requests of $1M+
- Defined use of proceeds
- Clear repayment strategy
- Underwriting-ready executive summary
Equis does not review speculative inquiries or rate-shopping.
Required Upload Package
- Executive Summary (PDF)
- Financial Statements
- Sources & Uses
- Collateral overview (if applicable)
- Third-party reports (optional)