Build-A-Broker

Build-A-Broker

Starting a business doesn't have to be daunting. Through our Build-A-Broker program, we'll help you establish the solid foundation needed to launch your business, or streamline and strengthen your existing one.

Open your brokerage with confidence.

Build-A-Broker is a half-day bootcamp designed to help you establish the solid foundations of your business. This program is designed to show you how to start your own brokerage through the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Course Curriculum

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

  • LO Compensation Basics
  • Choosing an accounting program and payroll provider
  • What is the right corporate form for you? (LLC vs. Corp.)
  • How to determine if your workers are employees or independent contractors.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

  • Marketing automation
  • Finding better LOS systems
  • Tracking & mobile tools to dramatically increase your brokerage's effectiveness

Establishing a Competitive Advantage

Few brokerages can fully grow without offering more than the standard-vanilla residential home mortgage. We bring in product experts to discuss an array of diverse products such as:

  • Non-QM loans, and the pros and cons
  • Reverse Mortgages
  • Fix & Flip mortgages
  • and more

Brokerage 102

Brokerage 102 focuses on the additional foundational issues for establishing your business, with topics such as:

  • Policy & Procedures that every company needs, including BSA/AML, Sexual Harassment, and more
  • Marketing & Compliance — under RESPA, TILA, Reg. N, the CFPB, getting leads, co-marketing with Realtors, and more.
  • Compliance training, auditing, and testing.