A CPA knows which of their clients are business owners, investors, and self-employed, the exact borrowers a normal lender turns away. If you do bank-statement and asset-based loans, a handful of CPA relationships can feed you deals no one else can close.
Last updated: July 2026
Self-employed and investor borrowers are hard to qualify and easy to lose. Their CPA already knows their real financial picture and is the person they trust with money questions. Being the lender that CPA calls is a quiet, high-intent referral channel most loan officers never build.
Set your market. We identify the accounting firms in it and pull their real contact email, verified before anything sends.
A short, no-pitch note positions you as the lender for their self-employed and investor clients, the files a normal lender cannot make work.
When a firm replies, the engine drives toward a quick call, then hands it to you. It never discusses rates, terms, or approvals.
By becoming the lender a CPA trusts with their hardest clients, the self-employed and business owners a W2-only lender denies. The Mortgage Stack introduces you to the CPA firms in your market from your own inbox and follows up until they are ready to talk.
Because their business-owner clients often cannot qualify with a normal lender, and a broker who does bank-statement or asset-based loans solves a real problem for them. The referral makes the CPA look good to their client.
The accounting firms in the market you set, reached at their real, verified firm email. You can exclude any firm you already work with so existing relationships are never touched.
The same engine works across every referral channel. Reach real estate agents. Or see how the whole system works.
Connect your inbox, set your area, and let it run.
Get started →