The Fidelis & Unitas Ascend Program

Your Brand • Your Clients • Our Capital

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Grow from Broker to Lender — with Institutional Partnership

The Ascend Program empowers real estate finance professionals to evolve beyond brokerage. You retain your brand, your clients, and your relationships — while Fidelis and Unitas deliver the institutional capital, compliance framework, and operational infrastructure that drive scalable growth.

This is more than funding — it’s a roadmap to independence.

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Who We Are

Unitas Funding — Direct-to-Sponsor Lending Experts

Unitas originates and funds short-term real estate loans for experienced fix‑and‑flip investors, small‑balance developers, and bridge borrowers.

Programs include:
  • Direct-to-Sponsor Lending: Fast, collateral-based funding for professional investors.
  • Broker Select: Enables approved brokers to originate RTLs through Unitas’s capital approval platform — with full compliance and support.
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Fidelis Investors — Institutional Capital. Liquidity. Scale.

Fidelis provides the capital foundation that powers the Unitas lending ecosystem, delivering flexibility and execution speed that institutionalize your growth.

Capabilities include:

Unitas Capital Connect (Table Funding / White Label):

  • Table-Funded Loans — Fidelis funds at close; loans sold post‑closing.
  • White‑Label Loans — Funded in your brand’s name; Fidelis purchases the asset.
  • Unitas‑Branded Closings — For partners preferring fully managed execution.
  • Warehouse & Correspondent Programs: Credit lines and acquisition options for qualified lenders nationwide.
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The Ascend Path — From Broker to Lender

A structured four-phase roadmap that transitions brokers into full‑cycle lenders, while protecting brand integrity.

Step 1 — Broker Select (TPO Phase)

Originate through Unitas. Earn broker fees, build production data, establish your pipeline.

Step 2 — White Label Program

Fund under your own name — powered by Fidelis capital. Control pricing, manage servicing, and grow brand equity.

Step 3 — Warehouse Program

Access Fidelis warehouse credit lines to fund and hold your own RTLs with minimal upfront capital.

Step 4 — Correspondent Purchase Program

Sell closed RTL loans to Fidelis. Gain liquidity, scale, and operational independence.

Advancement Criteria

  • Consistent 6–12 month production growth
  • Pull‑through above 80% and defaults below 5%
  • Proven systems, compliance, and risk controls
  • Demonstrated capital readiness

Why The Fidelis & Unitas Ascend Program?

Because brokers deserve more than commissions — they deserve a path to ownership.

Fidelis & Unitas deliver:

  • Institutional capital without institutional bureaucracy
  • Transparent, scalable economics
  • Compliance, mentorship, and operational guidance
  • A direct path to autonomy and capital control
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Own Your Future

You’ve built the relationships — now build the lending platform behind them.

Keep your name. Keep your clients. Power your growth with Fidelis & Unitas.

Contact Us

Start your path to independence today.