Joining Innovative is simple and fast.  Complete the forms and send them over.  Innovative will review your affiliate package and have you operational within 48-business hours.

To complete the forms digitally you must download them to your computer and open them in a PDF viewer.  Do not open them in a browser window.  Instead, click the underlined links, download the forms, and complete and save the documents as PDFs.

ACH Form - Authorizes Innovative to deposit commissions and deduct dues and subscription fees.


Background Check Form - Authorizes Innovative to request a criminal and credit review.


Compensation Agreement - This compensation agreement is for loan originators joining under a team or branch plan.


Cyber Security Acknowledgment


I-9 Form - See page "3" and provide identification from List A or a combination of one selection from List B and one selection from List C.


Originator Information


Professional History and References


W9 Form - All MLO's are required to complete and submit a W9 form.  Regulations require that Innovative compensate licensed individuals.  You must complete the W9 with your personal information.


Zero Tolerance Fraud Policy - Complete and return this acknowledgment with your affiliation package.


After completing all the forms please send your completed membership package and supporting documents via our secure fax server or to the email address below.

Fax - 727-489-9504

Email -