Five Habits of Highly Successful Independent Mortgage Professionals

The mortgage industry is a fast-paced, competitive field. To be successful, it’s imperative to develop and adopt positive working habits, especially at the beginning of your career. We know that finding a great independent mortgage broker is the most important step for a borrower to take, so it’s up to you to stand out among […]

How to Set Up Your Small Business as an Independent Mortgage Broker

Setting up your small business as an independent mortgage broker is no small feat. And to be successful, you need to lay some groundwork before you can start taking on clients. While it can seem overwhelming at first, we’re here to help you every step of the way. Let’s take a look at some of […]

Landing an Entry-Level Job in the Wholesale Mortgage Industry

The mortgage industry has been incredibly strong over the past couple of years, and the need for staffing is at an all-time high. This includes a wide array of entry-level mortgage jobs such as loan officers, loan officer assistants and loan processors, particularly on the wholesale side of the industry with mortgage brokerages. While the […]

What to Say When Borrowers Ask These Questions

As an independent mortgage professional, you’re the go-to resource for your clients when it comes to financing their home, whether it’s before, during or after the term of the loan itself. Obtaining a mortgage is an extremely complex and sometimes daunting process for your clients, and they’re going to lean on you heavily to ensure […]

Why a Career in the Wholesale Mortgage Industry is a Good Fit for Military Households

Joining the wholesale mortgage industry can be a promising career path that offers flexibility, unlimited earning potential and growth. And, as a military veteran, you can transfer many of the unique skillsets you obtained during your service over into a long-term career — specifically, your high level of integrity, dedication to service and work ethic […]

A Marketing Checklist to Keep Your Mortgage Business Growing

The start of a new year is the perfect time to take inventory of what went right for your independent mortgage business in the past 12 months — and what you can improve on! When it comes to marketing and communication with your borrowers, referral partners and potential clients, we’ve compiled a helpful checklist of […]

Top 5 Things to Know About Becoming an Independent Mortgage Broker

An independent mortgage broker is a business owner who works alone or with a team to originate home loan approvals for borrowers from wholesale lenders. One of the reasons it’s great? Your success is relationship-driven and determined by your passion and enthusiasm. If you think you might be interested in starting your own business as […]

Mortgage Jargon Explained

Are you thinking about transitioning into the mortgage industry but feel lost with some of the terminology? Or maybe you’re already an independent mortgage professional and just need a refresher — in either case, this mortgage glossary can help you make sure you’re not missing out on ways to help your borrowers (or your business)! […]

Why Having a Mentor Gives You an Edge in the Wholesale Mortgage Industry

Switching from retail lending to becoming an independent mortgage professional is one of the smartest moves you can make for your career. And seeking out an experienced mentor in wholesale is a way to push your professional development even further and separate yourself from the pack. Not only can a mentor help you consider the […]

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