Are you ready to make the life-changing switch to wholesale and take advantage of what ‘going independent’ offers you as a mortgage broker or loan officer? Our team at BeAMortgageBroker.com is here to help you every step of the way.

CLient Experience is key

One of the key advantages of being a mortgage broker is the ability to deliver exceptional client service as a result of the countless resources made available in wholesale lending. Whether it’s through customizable rates, faster turn times or tech that streamlines communication throughout the loan process, brokers can earn repeat business by giving their borrowers a ‘wow’ experience personalized to their needs.

Having worked in Florida at one of the premier theme parks and entertainment companies in the world for 13 years, Steve was very familiar with providing a high-level customer service experience. So, when he traded in a career in hospitality for mortgages, Steve was delighted to find his way to the broker channel.

“When you work there, you’re still providing a service, and in this world, that doesn’t change. It’s our job to figure what’s best for everybody, how to have a great experience.”

In addition to originating loans, Steve recruits new loan officers for his company. He sees a lot of wide-eyed excitement in the onboarding phase with the people who made the switch from retail to wholesale lending.

“You have all these lenders to work with and all this flexibility as your own boss as a loan officer. It allows you to tailor your business and get it where it needs to be. I think that is the cool part about what we do.”

 Steve is building his business on referrals – something that came naturally to him from his time in hospitality. Instead of playing a role in a family’s dream vacation, he’s now helping families purchase their dream home.

 “You want to provide that great customer service experience so that they say to you, ‘thank you,’ and I need more business cards so I can hand them out to my friends - It’s the greatest thing to hear at the closing table.”

 You might think that mortgage lending can’t be nearly as much fun as working at a major theme park, but Steve is here to tell you that mortgages can be magical in their own way.

 “Having all these different tools at our disposal makes our job fun,” said Steve. “Being a mortgage broker is fun. It actually is.