LET’S GET STARTED.
Ready to become a part of the wholesale community and start your mortgage broker career? We have a Broker In A Box™ plan mapped out and ready for you to follow – from licensing and compliance to marketing and recruitment. It’s a step-by-step process that takes the uncertainty out of getting started and puts you on a path to success. We help you navigate the process and connect you with our third-party partners who will guide you with the following:
STATE LICENSING
Understand state and federal requirements:
Locating your state license type
Finding your licensing requirements in NMLS
Determining state requirements
COMPLIANCE
Follow state and federal guidelines:
Preparing for your state audit
Assembling your quarterly call reports
Understanding requirements for employees
TECHNOLOGY
Support every aspect of originating loans:
Taking applications
Gathering documents
Streamlining the entire loan process
LENDING PARTNERS
Connect with lenders that have fair business practices for brokers and offer loan programs for your desired audience.
ORIGINATION VENDORS
Identify vendors for your origination process:
Selecting a credit reporting company
Choosing loan processing vendors
Preparing for an on-site inspection
MARKETING AND RECRUITMENT
Learn how to recruit and market your business to potential clients and employees and develop an expansion plan for future growth.