Need guidance with technology or processes?
With Partner Support, everything becomes clear, efficient, and streamlined — so you can stay focused on what matters most: closing loans and delivering exceptional service to your clients.
You can join AD Mortgage as either a Correspondent or Broker partner. To sign up, please complete the appropriate application package:
Submit the AIM Credentials Request Form. Our IT team will create credentials within 24 hours. The form allows you to request access for up to three users.
Please complete the Branch Assignment Form.
Try resetting your password using “Forgot Password.”
If you still cannot access your account, please contact IT Support at: helpdesk@admortgage.com
Once your file is created, submitted, and the initial disclosure package is signed, you can order an appraisal by opening your loan file, going to the Actions tab, and selecting “Order an Appraisal.”
Yes. Here is the full list of approved AMCs: Mortgage Appraisal Center.
You must be approved and have Partner Portal access. Once a file meets certain conditions, you will be able to use Concierge Services directly inside the loan file.
More information: Concierge Services
Once approved and granted portal access, you can use the Income Calculator located in the Partner Portal.
Yes. Borrowers can complete the Web-Based 1003.
You must be approved, and the form is located in the Partner Portal under Home → Quick Links.
Once submitted, the loan will appear in your pipeline.
Wholesale partners may use the Quick Pricer.
After you are approved, please contact your Account Executive to receive credentials.
Our AI Assistant can help you with guidelines, lock and pricing policies, overlays, and more.
Our Partner CRM allows you to:
More information: LEADer CRM
Yes! We appreciate your business and offer our loyalty program.
More information: ADvantage Loyalty Program
Go to Loan Tools → Guidelines
eClosing is a fast, secure, and fully digital way to complete your mortgage closing. The entire loan package — including the Note — is electronically signed, eliminating the need for stacks of paper and in-person appointments.
With eClosing, the notary fee is $0, saving borrowers up to $1,000, while making the process more convenient than ever.
Available for Fannie Mae and Freddie Mac loans in most states, eClosing streamlines the final step of your home financing journey — so you can close quickly, confidently, and from virtually anywhere.
No, sellers are not included in the eClosing process.
Currently, eClosing is available only for Wholesale loans.
Our Closing Team will contact the broker to coordinate the borrower’s signing time.
All eClosings are completed through DocMagic.
eClosing is available in all U.S. states except AL, CA, CT, DC, GA, MS, SC, SD, and the USVI.
Live Calls allow you to share your screen with Partner Support to resolve issues quickly.
Yes. You can schedule training on this page.
Yes. You can access our AD chatbot powered by AI 24/7.
To launch the chatbot, click the red chat button in the lower-right corner of our website.
Absolutely! Our educational webinars are available here: Mortgage Webinar Recordings
Yes. Once approved, you can access the Learning Center inside the Partner Portal.
Access expert insights, industry trends, and practical tips by registering for our on-demand mortgage webinars
