Refer a Client

Invite-only referral partners can submit a borrower lead. We’ll follow up and you can track status in the partner portal.

Your info (Referral Partner)

Invite code *

Company

Your full name *

Your email *

Your phone

Borrower / client

Borrower full name *

Loan intent *

Borrower email

Borrower phone *

Notes (optional)

Consent

I confirm I am authorized to share this client’s contact information with Jason R. Smith / Statewide Funding Inc. for mortgage follow-up, and the client expects to be contacted about financing. By checking this box, I (the referring partner) attest the borrower has agreed to be contacted by Jason R. Smith, Mortgage Strategist, NMLS #169972, Statewide Funding Inc., NMLS #1105497, at the phone/email provided regarding mortgage options, loan status, and appointment scheduling. Calls/texts may include automated technology. Msg frequency varies. Msg & data rates may apply. Borrower can reply STOP to unsubscribe, HELP for help. Consent is not required to receive a referral callback. Privacy Policy · SMS Terms.