The Process

During our introductory call, we will discuss:

• Transitioning to the Mortgage Broker Industry: Learn about the process of moving from your current financial institution to a career in mortgage brokering.
• Mortgage Agent Course Registration: Understand the steps needed to register for the required mortgage agent course.
• Industry Roles and Organizations: Get familiar with the different roles and organizations within the industry, and understand the distinction between a mortgage agent and a broker.
• Lender Products and Services: Explore the various products and services offered by lenders.
• Tools and Marketing Options: Discover the tools and marketing strategies available to you.
• Marketing and Advertising: Gain insights into effective marketing and advertising techniques.
• Compensation: Learn about the compensation structure and potential earnings.

Schedule a Call to Learn More

Click the button below to schedule a detailed review of the banker to broker transition process and discover the many benefits.