Role Description
If you're an elite mortgage broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clientsβit's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business?
Qualifications
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Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads.
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Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Mortgage Broker or as a Mortgage Advisor at a bank or credit union.
Requirements
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Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. Youβll never need to wait for an underwriter again.
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Automate Your Workflow: Our system automates the most time-consuming tasks, including:
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Nurturing your client pipeline and identifying new opportunities;
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Guiding clients step-by-step through their application;
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Integrating Equifax soft credit checks;
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Automatically requesting the correct documents from clients;
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Handling compliance and FINTRAC reporting.
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Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business.
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Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency.
Benefits
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Qualified Leads: We invest in your success. Receive a consistent stream of qualified leads throughout your first year, of up to 30% of your annual volume.
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Competitive Compensation: Benefit from an attractive commission split with desk and insurance fees waived, maximizing your take-home earnings. Our splits start at 90/10 and increase to 95/5 as you grow. Splits are capped at $12,000.
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Industry-Leading Technology: Harness powerful tools that streamline your workflow and make underwriting effortless, so you can focus on closing more deals.
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Marketing Support: Access ready-to-use marketing assets, targeted campaigns, and lead-nurture tools designed to help you attract and convert more clients.
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Ongoing Training: Benefit from continuous training, best-practice guidance, performance coaching, and 1:1 deal support to help you sharpen your skills and scale your production.