Build-A-Broker

Build-A-Broker

Open your brokerage with confidence.

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.

Event Exclusive

In-Person Workshop

Take this crash course covering all things brokerage. In this 4 hour course, you will learn how to start up your new business or streamline your existing one by covering topics including payroll, LOS, establishing a competitive advantage, and more.

Course Curriculum

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you 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.

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.

Take it at one of these upcoming events:

Dec
16
2020
Irvine

California Mortgage Expo — Irvine

Free NMLS Renewal
Build-A-Broker
Jan
14
2021
Uncasville, CT

New England Mortgage Expo

Free NMLS Renewal
Build-A-Broker
Jul
6
2021
New Orleans

Ultimate Mortgage Expo

Build-A-Broker
Free NMLS Renewal
Aug
20
2021
Las Vegas, NV

Originator Connect

Build-A-Broker
Your First Million Dollars
Free NMLS Renewal
Certified Military Home Specialist Course
Sep
9
2021
Glendale

California Mortgage Expo — Glendale

Free NMLS Renewal
Build-A-Broker
Oct
12
2021
San Francisco

California Mortgage Expo — San Francisco

Build-A-Broker
Free NMLS Renewal

Take this in-person course for free.

You can find this course at one of these upcoming events. Join the network for your promo code to attend any one of these events for free.

Thank you! Please use this code for free registration to an event of your choice:
OCNFREE
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