Build-A-Broker

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.