Legacy Capital Funding - Secure your future

Tell us about you

Enter the information Legacy Capital Funding will use for your application and onboarding documents.

First Name *

First name is required.

Last Name *

Last name is required.

Broker Legal Name *

Legal name is required.

Company / DBA (if applicable)

Email *

A valid email is required.

Mobile Phone *

Phone is required.

Street Address *

Street address is required.

City *

City is required.

State *

State is required.

ZIP Code *

ZIP Code is required.

Preferred Contact Method *

Select a contact method.

Your capital focus

Which financing categories do you plan to work with through Legacy Capital Funding? Select all that apply.

Small Business Financing

Business-purpose capital opportunities and approved business funding programs.

Real Estate Financing

Business-purpose and investment real estate funding opportunities.

Church / Non-Profit Financing

Funding opportunities for qualified churches, ministries and nonprofit organizations.

Select at least one financing category.

Selecting a category does not authorize activities requiring a license or registration. Capital Advisors may perform only activities they are legally authorized and qualified to perform.

Business & tax profile

We collect your tax classification for onboarding preparation. Do not enter an SSN, EIN or TIN here.

Federal Tax Classification *

Select a tax classification.

Secure information: SSN/EIN/TIN information is collected only through the secure W-9 onboarding process after approval.

Licensing & registration

Tell us whether you currently hold a finance-related license or registration.

Do you currently hold a finance-related license or registration? *

Select Yes or No.

Capital Advisor standards

Review and acknowledge each Legacy Capital Funding standard. All eight acknowledgments are required.

Accurate Representation — I will accurately represent Legacy Capital Funding, lenders, products, rates, terms and approval status and will not guarantee funding or approval. Accurate Information — I will not falsify, alter, fabricate or knowingly submit inaccurate borrower or transaction information. Confidentiality — I will protect confidential client, lender and Legacy Capital Funding information and use approved systems and processes. No Handling of Funds — I will not collect, redirect or control client funds, lender funds, loan proceeds or Legacy Capital Funding fees unless expressly authorized in writing and legally permitted. Compliance Disclosure — I will promptly disclose material licensing, regulatory, complaint, fraud, conflict-of-interest or compliance issues that could affect my Legacy Capital Funding activities. Authorized Activities Only — I understand that I may perform only activities that I am legally authorized and qualified to perform. Independent Contractor Acknowledgment — I understand that I am applying to operate as an independent contractor and not as an employee, partner, lender, underwriter, credit decision-maker or general agent of Legacy Capital Funding. 80/20 Compensation Acknowledgment — I acknowledge Legacy Capital Funding's standard compensation schedule: the originating Broker receives 80% and Legacy Capital Funding receives 20% of commission actually received by Legacy Capital Funding, unless otherwise agreed in writing.

All eight standards must be acknowledged.

Review your Broker Assessment

Confirm your information before submitting it to Legacy Capital Funding.

Application Certification — I certify that the information provided in this application is true, complete and accurate to the best of my knowledge. I understand that submission does not guarantee acceptance into the Legacy Capital Funding Capital Advisor Network.

You must certify the application before submitting.

SMS/Text Consent — I consent to receive SMS/text messages from Legacy Capital Funding regarding my broker application, onboarding, and related account communications. Message and data rates may apply. Reply STOP to opt out.

This public assessment does not collect SSN/EIN/TIN or bank-account information. Approved applicants complete tax and payment setup through a separate secure onboarding process.

Capital Advisor Broker Assessment