Protect Yourself with Reliable Coverage

Even with the most detail-oriented and thorough brokers, occasional misunderstandings and disagreements can occur when dealing with the complexities of a real estate loan transaction.  That’s why you need an individual mortgage broker E&O insurance policy to protect your career and keep you in compliance with corresponding lenders.

Designed with the mortgage broker in mind, our Mortgage Broker E&O + ClaimPrevent® delivers these benefits:

  • Peace of Mind
    Our policies are backed by A.M. Best A-rated, admitted carriers.
  • Customized Solutions
    You choose your policy limits, retention (out-of-pocket claims expense limit), and the activities you need covered, so you’ll only pay for what you need.
  • Proactive Problem Resolution with ClaimPrevent® Services 7 Days a Week
    Our E&O policies include our Risk Management program. You’ll have access to our team of local legal experts, who will help you proactively resolve small issues before they turn into big problems.


Mortgage Broker E&O Policy Details

  • Coverage limits from $500,000 up to $1,000,000
  • Retention (out-of-pocket claims expense limit) is only $2,500 ($1,000 in CO and meets CREC requirements)
  • Covers past and future loan transactions
  • Covers past and future appraisals
  • Coverage available for real estate sales, property management, and other activities


Get a Quote & Buy Online

Get an online quote any time, buy when you’re ready, and get proof of coverage immediately. If you have any questions, call 858.618.1648 anytime for prompt, personal assistance.

If you are in CO, LA, NM, ID, or TN click the Buy a New Policy button if you are new to CRES. Click on Renew Your Policy if you are an existing CRES member:
Buy a New Policy

Renew Your Policy

If you are in any other state, click the Buy/Renew button here:
Buy/Renew a Policy

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