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Mortgage Warehouse Lending

 

Reliable funding and personalized service for independent mortgage lenders nationwide, excluding New York.

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Eligible Mortgage Lenders

 

Simmons Bank Warehouse Lending provides warehouse lines of credit for independent mortgage lenders, including:

  • Lenders utilizing underwriting by their Investor or under Non-Delegated Underwriting Agreements.  
  • Independent lenders that underwrite their own loans.
  • Growth-focused mortgage companies seeking a long-term warehouse lending partner.

Key Advantages of Simmons Bank Warehouse Lending

Stability That Matters

Powered by a 120+ year old community bank, Simmons Bank delivers the financial strength, consistency, and long-term stability that mortgage lenders prize.

Nationwide Tailored Solutions

Serving all states except New York, Simmons Bank combines coast-to-coast reach, customized mortgage‑lender solutions, and the personalized service of a trusted community bank.

Efficient Line Utilization

By streamlining in-house collateral delivery, Simmons Bank can help shorten dwell times and improve cash flow performance.

Dedicated Warehouse Leadership Team

David Frase, CMB

President - Warehouse Lending

(214) 502-3280

david.frase@simmonsbank.com

Jodie D. Cochran, CMB

Senior Vice President - National Sales and Production Manager

(214) 277-9178

jodie.cochran@simmonsbank.com

Simeon Knight

Vice President - Senior Relationship Manager

(972) 919-1692

simeon.knight@simmonsbank.com


Mortgage Warehouse FAQs

Warehouse lending borrowing rates are tied to each loan’s note rate plus a margin.

Warehouse lines start at $2 million and can go up to 20× corporate liquidity.

Minimum liquidity requirements include:

  • At least $100,000 or a percentage of the average loan size (whichever is higher).
  • Acceptable liquidity sources: corporate cash, marketable securities, and unrestricted guarantor assets.

Yes. Personal guarantees are required for any individual owning 10% or more of the company.

A per‑file transaction fee applies to each loan funded on the line.

  • Advance rate is up to 99%.
  • Maximum dwell time negotiated at the time of approval.

  • Eligible products include FNMA, FHLMC, FHA (With DE Approval), VA, USDA, Section 184, Jumbo, and Non‑QM.
  • Ineligible: Second liens, construction loans, bridge loans, HELOCs, and reverse mortgages.

Simmons Bank provides warehouse lending in all U.S. states except New York.

Borrowers must provide at a minimum:

  • Quarterly GAAP‑quality financial statements
  • $300,000 fidelity bond
  • $300,000 errors & omissions (E&O) policy

Yes. Delegated options are available for qualified applicants; additional requirements may apply, such as higher liquidity and pledged assets.

Yes. Startup mortgage lenders may be eligible, subject to underwriting and liquidity requirements.

Yes. The application deposit is $1,000 and is refundable after the first loan funds through the warehouse line.

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  • {40} Simmons Bank is not affiliated with any fulfillment providers or takeout investors.
  • {234} Simmons Bank NMLS#: 484633