Client Bank Deposit & Lending Solutions
Provide holistic financial support to your clients with a comprehensive suite of banking, lending, and mortgage services. These integrated solutions from Axos Bank bridge the product gap and enable you to dynamically support your clients.
Investor Checking
Strengthen client relationships with an integrated banking experience that supports your goals.
Protect your business against held away deposit relationships that offer wealth management
services.
Quickly execute financial decisions with your clients with no holds on transfers to brokerage
accounts.1
Spark full-picture conversations by connecting more client finances to the investments you
manage.
Visit the Client Investor Checking Page.
Securities-Backed Line of Credit (SBLOC)
Clients can leverage their portfolio as collateral to access cash for significant expenses or purchases.
Use an SBLOC for almost anything, including a home renovation or a new business venture.
Get approved in minutes and access cash in as little as 1 business day — no credit check
required.
No application fees, non-usage fees, or service fees.
Visit the Client SBLOC Page.
Home Mortgages
Help clients finance their dream house or use their hard-earned equity for something special through our innovative suite of mortgage options for home purchase and refinance.
Mortgage options include Conforming and Non-Conforming, FHA, Portfolio, and Jumbo and Super
Jumbo loans.
Pledged Asset Loan Program: 90% financing for borrower with complex investment portfolios.
Bridge Loan Products
Seasoned mortgage consultants are always available to guide your clients throughout the process.
Low down payment options available
Fast loan closings and low rates.
Business Banking
Offer clients access to a suite of commercial banking services, including treasury management, lending, and deposit products.
Analyzed Business Checking designed for businesses with significant transaction volume.
Basic Business Checking for small businesses with moderate account activity.
Business Interest Checking for growing businesses with cash reserves.
Innovative lending options include commercial lines of credit, term loans, lender finance, and warehouse lending.
Call Advisor Support For More Details: 877-887-3030.
Let’s Talk About What We Can Do for Your Business
Contact an Axos Advisor Banker at 877-887-3030.