Apply now to buy your book of business

We look forward to partnering with you as you navigate this new chapter in your business.

We work hard to make the process easy.

We offer transparency and expert guidance through the whole process.
And our team will stay in touch with you from day one.

We’re in the insurance industry, so we understand the agency loan process. We realize that your agency is unique and requires specific needs—Westfield Bank delivers.
 

Here’s how we can get started.

  1. Download and save our Nationwide application form. Then complete the downloaded application form.

  2. Upon completion, here are two simple ways to submit your form and any additional documentation listed within the application:

    * You can click here to securely upload all documentation through ShareFile.
    * Fax all documentation to us at 330.661.6323

  3. If you have any questions while completing the form, please contact us or connect directly with one of our experts .

Commission-Based Streamlined Loan

Quicker and easier

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For loans from $250,000 to $2,000,000. Online process takes just two weeks or less.

  • Loans from $250,000 - $2,000,000
  • Maximum Loan amount is such that your monthly commissions received are 5 times your payment
  • Limited underwriting outside of commission statements
  • Commissions must be deposited into Westfield Bank account
  • All loan payments deducted from Westfield Bank account
  • Minimum balance of 3x monthly loan payment
  • Fast Turn times (less than 2 weeks)
  • Online Application Process
Traditional Underwriting Loan

For capital requests $2,000,000 and over

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