PHOCIS Tech© — Do You Qualify? Lender Intake

Lender Intake

Do you qualify?

Two minutes. We'll confirm your lending operation is a fit for a PHOCIS clearing account, and a team member follows up shortly.

Direct & private lenders T-Bill yield on idle capital 50-state compliance

Secure & confidential. PHOCIS Tech© is a financial technology company, not a bank.

Step 1 of 4

About you

So we know who to follow up with.

Full name *

Please enter your name.

Company / lending entity *

Please enter your company.

Work email *

Enter a valid email.

Phone number *

Please enter a phone number.

Step 2 of 4

Your lending operation

This tells us how we can help — and whether you qualify.

What type of lender are you? *

Please choose your lender type.

How many states are you licensed to lend in? *

Please choose a range.

What do you lend on? — select all that apply

Monthly origination volume

Which states do you lend in?

Step 3 of 4

Capital & details

The capital sitting idle is exactly what we put to work.

Idle / held capital in escrow or reserves

Current escrow / custody provider

Your role / title

Are you the decision-maker for banking?

How soon are you looking to open an account?

Step 4 of 4

Confirm & submit

One last thing, then you're done.

By submitting, you agree a PHOCIS Tech representative may contact you about opening a clearing account. We don't sell your information. Banking services are provided through a partnership with Wells Fargo Bank N.A., a federally insured financial institution.

You're in good hands.

Thanks — your application is in. A PHOCIS Tech team member will review it and reach out shortly to walk you through opening your account.

48-hour onboarding Held under your EIN Zero fees, ever

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