Styx — Partner Onboarding

Choose Your Vertical

What type of company are you onboarding?

⚖

Title Company

Title & escrow, settlement agents

⚗

Mortgage Lender

Origination, underwriting, servicing

⌂

Real Estate Brokerage

Brokers, agents, transaction management

Company Identity

Legal entity information

Legal Name *

Legal name is required

DBA (if different)

EIN *

EIN must be XX-XXXXXXX format

State of Incorporation *

Required

Street Address *

Required

City *

Required

State *

Required

ZIP *

Valid ZIP required

Operating Scope

Where and what you handle

Active States *

Select at least one state

Transaction Types *

Residential

Commercial

Select at least one

We handle all-cash transactions

We handle foreign buyer transactions

Operating Scope

States and loan types

Active States *

Select at least one state

Loan Types *

Conventional

FHA

VA

USDA

Jumbo

Select at least one

Operating Scope

States and transaction types

Active States *

Select at least one state

Transaction Types *

Residential

Commercial

Select at least one

Escrow & Banking

Escrow trust accounts

Bank Name *

State *

IOLTA

Licensing & Insurance

Title agent credentials and coverage

State Title Agent/Agency License Number

ALTA Best Practices Certified

Title Underwriter Affiliations

First American

Fidelity National

Old Republic

Stewart Title

WFG National

Westcor Land

E&O Insurance

Carrier

Policy Number

Expiration Date

Surety Bond

Carrier

Bond Number

Amount

Expiration Date

NMLS & State Licenses

Federal and state mortgage licensing

NMLS ID *

NMLS ID must be 5-12 digits

State Mortgage Licenses *

State *

License Number *

At least one state license required

Insurance & Credentials

Coverage and government lender IDs

E&O Insurance

Carrier

Policy Number

Expiration Date

FHA Lender ID

VA Lender ID

Warehouse Lender

Broker Licenses

State real estate licenses

State Broker Licenses *

State *

License Number *

Type *

At least one broker license required

MLS & Associations

MLS memberships and industry affiliations

MLS Memberships

NAR Member ID

Brokerage Model *

E&O Insurance

Carrier

Policy Number

Expiration Date

FinCEN Filing Config

Optional -- fill in if you have your TCC assigned

Transmitter Control Code (TCC)

Reporting Person Type

Reporting Company Name

Reporting Company EIN

Reporting Contact First Name

Reporting Contact Last Name

Reporting Contact Phone

Integration

How you work today

Production Software

Integration Preference

Monthly Transaction Volume

Current Sanctions Screening Process

Current FinCEN Filing Process

Contacts

Key people on your team

Compliance Officer *

Name *

Required

Title

Email *

Valid email required

Phone *

Required

FinCEN authorized signer is the same person

Technical Contact

Name

Email

Phone

Review & Submit

Confirm your information