Cash Management 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.
Effectively Manage Each Client’s Financial Needs
Deliver a personalized banking experience while protecting client relationships from other banks with wealth management programs.
Capture wallet share and grow AUM
Gain transparency into liquid assets
Provide customized banking personalized to individual needs
Give peace of mind with expanded FDIC insurance program
Receive exceptional service from a team of dedicated Relationship Managers
Introduce Your Clients to Axos Bank
Wide range of products: offer your clients checking, lending, and mortgage programs.
Competitive rates: clients can benefit from Axos Bank’s pricing model, which includes attractive rates and low to no fees.
High-touch service: Work with a dedicated advisor relationship manager to deliver the highest level of care to your clients.
Cash Management 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.
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.
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.
Let’s Talk About What We Can Do for Your Business
Axos offers a full suite of business and personal banking and lending solutions for you and your clients. Contact our Premier Banking and Lending Solutions Team at 877-887-3030.
