LO University

Consulting

Loan Officers are spending 90% of their time and money on the wrong thing.

Our consulting approach is centered around you. We believe in delivering personalized guidance to ensure that your mortgage aligns seamlessly with your financial goals. Our experienced consultants take the time to understand your individual circumstances, providing insights, and crafting strategies that empower you to make informed decisions.

Packages

Designed for You

Begin Your Journey

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:

TECHNOLOGY

Support every aspect of originating loans:

LENDING PARTNERS

Connect with lenders that have fair business practices for brokers and offer loan programs for your desired audience.

COMPLIANCE

Follow state and federal guidelines:

ORIGINATION VENDORS

Identify vendors for your origination process:

MARKETING AND RECRUITMENT

Learn how to recruit and market your business to potential clients and employees and develop an expansion plan for future growth.

Loan Officers are spending 90% of their time and money on the wrong thing.

Discover Our Diverse Packages

First-Time Homebuyer Package

Refinancing Solutions

Investment Property Financing

Credit Rebuilding Assistance