A Better Place to Build Your Mortgage Business
You’re not looking for your first mortgage job.
You’ve already built a book of business, established Realtor relationships and learned how to originate.
The real question is whether your current company is helping you grow — or making your job harder than it needs to be.
I’m a producing branch manager, so I look at the business from the same side of the desk you do.
This isn’t about recruiting everyone.
It’s about finding experienced loan officers who want the right environment to build something exceptional.
Leadership From Someone Who Still Produces
There is a difference between being managed by someone who understands mortgage production and being managed by someone who actually lives it.
My approach is peer-to-peer.
We talk about the issues that affect your business: operations, margins, technology, marketing,
Realtor relationships, conversion, compensation structure, support and growth.
Technology That Should
Make Your Job Easier
Technology shouldn’t create more work for an originator.
Majority of all mortgage companies still use outdated, slow loan operating systems like Encompass, Byte or Empower.
Our homegrown software, mello, (not software built on top of the old LOS), moves super fast. You can do a soft credit pull in under 2 minutes, and then use that same soft pull run FHA/VA/Conv/USDA DU and LPA at the same time. Want to flip the file from FHA to Conventional to check out pricing or DTI, it’s instant! Want to fund an immediate conditional approval on an inhouse HELOC? Done! Our HELOCs are done on block chain and we are working on streamlining this out to Conventional Loans by end of 2026 with FHA Streamlines and VA IRRRLs to follow. No more waiting in line.
Want a virtual assistant who is calling on your behalf every day and then sending links to applications, scheduling appointments and doing a live transfer call? We already have that. Laura is our AI Assistant who is calling your clients that you have set refi and HELOC parameters for.
Operational Support
A producing loan officer shouldn’t spend their day chasing tasks that someone else could handle.
Time to let go and stop looking over your shoulder if a file is going to fall apart. Files go straight to underwriting and then your processor and LOA work with the borrower to collect documents.
Have docs in head before the contract?
Perfect! Submit for TBD conditional approval and that way we’re just waiting for the executed contract.
If borrower’s employer is linked with Argyle, Truv or Experian, if they link their employer anytime prior to contract, no more requesting updated paystubs even after they receive an executed contract.
Every loan officer has PTSD because the back office failed them. But once you trust our ops team and learn to let got once under contract (I know it’s easier said than done), you’ll find yourself able to go to more meetings, take more calls and relax a more.
Marketing & Business Growth
Experienced producers don’t need another collection of generic social-media graphics.
You need a CRM where you can set it and forget it. No more manually out market/file updates , our CRM already sends out emails and texts during every milestone.
I look at what’s working for you and based on your strengths and you goals, develop a plan to help you get there. Just like we create a credit plan for our clients, we need a plan for our own business.
Whether it’s building your own team, targeting realtor groups or just creating a system to reduce redundancy and learning to let go. We have a regional builder manager who will help cultivate builder referrals in your area. Brokered nonQM products are now in-house. Want to get certified in Renovation Loans, VA Loans and/or Reverse Mortgage, we can do that. Just need to narrow down what appeals to you and create the business plan on how to get there. It’s more than just numbers on a spreadsheet.
