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Overview

No matter how big or small your business might be we have exactly what you need, when you need it. This section of our website allows you to save time by accessing the B2B Trust offerings that are the most pertinent to you or your business.

Content Designed Around Who You Are:

Select your profile using the table below
Overviews outline our commitment and business relationship with you
Submitting business is easy when you follow our step-by-step instructions to getting started
Use the tools and resources when you’re ready to get down to business

A Financial Professional Financial Advisor Deposit Broker Mortgage Broker	A Financial Distributor Mutual Fund Dealer IDA Dealer Mortgage Brokerage Deposit Brokerage Managing General Agency	A Fund Manufacturer A Fund Manufacturer	A Consumer A Consumer

How is doing business easier with B2B Trust?

We help increase your efficiency by providing information and support tools that explain what we need to process your business. Here are a few examples:

Sample Applications

Preview sample applications to ensure that you’ve completed yours correctly.

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Workflows

Follow application workflows to gain a better understanding of what’s required along the way

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Admin Tips

How-to information for your common transactions

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FAQs

Answers to some of the most frequently asked questions

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Underwriting Guidelines

A handy overview that provides upfront mortgage underwriting criteria

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