Feeling Like Your Mortgage Business Owns You?

If you're a mortgage broker owner, you probably didn’t start your business dreaming of spreadsheets, compliance audits, and payroll deadlines. You wanted freedom—freedom to grow your income, set your own rules, and finally build something of your own.

But instead, you’re juggling it all: closing deals, onboarding new hires, submitting payroll by 3 PM, reviewing files for an audit you didn’t even know was coming, and fighting off burnout daily.

Sound familiar?

You're not alone—and you don't have to do it alone either.

Introducing Broker Concierge: The Back Office You Didn’t Know You Needed

Let’s face it: mortgage broker ownership is a different beast. And while being a top-producing loan officer might have prepared you to bring in business, it didn’t exactly train you to run a business.

That’s where Broker Concierge by Co/LAB comes in—a white-labeled, done-for-you operational system designed to handle your back office, so you can finally get back to growing your business.

Whether you’re trying to save your brokerage or scale it without losing your mind, Broker Concierge is the support system no one told you about—but every broker owner needs.

Why Most Mortgage Broker Owners Burn Out

So many broker owners launch their business with the best intentions:

• To have more control over pricing

• To grow a team

• To keep more of what they earn

• To serve clients better with diverse lender options

But quickly, the reality sets in. You’re suddenly:

• Tracking commission splits in Excel

• Fighting to renew your lender approvals before suspension notices arrive

• Training processors… again

• Wondering how to respond to a surprise audit notice

And still expected to originate loans to keep the lights on

The dream quickly turns into a daily grind, and for many, it ends with the same story: shutting the doors and going back to retail or joining someone else’s team.

But it doesn’t have to be that way.

The Broker Concierge Solution: What You Actually Get

Broker Concierge is more than a consulting service or virtual assistant. It’s a fully trained fractional team that acts as your brokerage’s built-in operations department. Let’s break it down.

Step 1: Setup & Onboarding – We Become Your Ops Team

We start by onboarding you into the system and gaining access to your business's moving parts—lender portals, licensing accounts, payroll systems, etc. You’ll meet your dedicated Broker Account Executive, who becomes your go-to operations manager.

They’ll ask you:

• What’s working?

• What’s broken?

• Where do you feel the most overwhelmed?

Then, we get to work.

We build your custom company dashboard, activate your licensing and compliance workflows, and create a calendar to manage wholesale lender renewals ahead of schedule.

No more missed deadlines. No more chaos.

Step 2: Monthly Reporting – Know What’s Done Without Lifting a Finger

Every month, you’ll get a full report showing:

• What tasks were completed

• What’s still in progress

• What’s coming up next

• We meet with you monthly to walk through it all.

• No spreadsheets. No chasing your staff. No guessing games.

You’ll always know exactly where your business stands—with zero micromanaging required.

Step 3: One Team, Every System

Think about the team you think you need to run your mortgage business:

• Compliance vendor

• Admin assistant

• Licensing service

• Continuing education tracker

• Payroll manager

• Tech person to glue it all together

Now imagine replacing them all with one unified team that already knows the mortgage industry inside and out. That’s what Broker Concierge gives you.

Everything is:

• Streamlined

• Integrated

• White-labeled for your brand

And ready to roll, no training needed

Step 4: Set It, Forget It, Scale It

This is the dream scenario.

Once you’re onboarded and your systems are running like clockwork, you can finally step into your CEO role. Show up to your monthly ops meetings, review your dashboard, and then get back to doing what you do best—originating, growing your referral network, mentoring your team, and scaling your brokerage.

No managing. No babysitting. No burnout.

Built By Brokers, For Brokers

You might be wondering, “Why would someone step away from producing loans to build this?”

It’s simple: we lived through the same chaos you’re in now. We’ve been the top producers, the team builders, the brokerage launchers. We’ve also been burned out and on the edge of giving up.

We built Broker Concierge because no one else was offering this level of support—and someone had to.

At Co/LAB, we believe that if you had better systems, more structure, and a trusted team behind the scenes, you could build the brokerage you originally dreamed of—and keep it that way.

Who Broker Concierge Is Perfect For

Broker Concierge is built for:

• Solo broker owners who are stuck and not making progress

• Small brokerages with a few loan officers and no real infrastructure

• Burned out owners who are one audit away from closing up shop

• Organized chaos—you’re making money, but nothing feels efficient

If you’ve ever said, “I just need a real team behind me,” then this was literally built for you.

What’s in the Core Broker Concierge Package?

Here’s what you can expect from the Core Package:

✅ Monthly operations meetings

✅ Custom-built company dashboard

✅ Compliance program management

✅ Onboarding workflows

✅ Document tracking and management

✅ Renewals calendar

✅ Templates and checklists

✅ Communication systems

✅ Everything white-labeled to your brand

It’s everything you need to run the business you worked so hard to start.

What You Gain Back

Let’s talk about ROI—the return on letting go of control.

With Broker Concierge, you get back:

🕒 Your nights and weekends

😌 Less stress, more confidence

📈 Predictable growth from focused action

🏡 Time with your family

💰 A clearer path to long-term wealth

💪 That "I got this" feeling of owning a real business

Imagine finally running your brokerage like the CEO you are—not the office manager, processor, payroll clerk, and compliance cop rolled into one.

Ready to Reclaim Your Mortgage Business?

You built this business to create freedom, not bury yourself in busywork. Let us help you get back to that vision.

Start with a free strategy call with Megan and the Broker Concierge team. In under 15 minutes, we’ll identify your biggest operational bottlenecks and show you exactly how we can help.

Click here to schedule your call

No pressure. No commitment. Just real answers and real support.

Don’t become another mortgage broker who closes their doors because they never got the support they needed. You built this to leave a legacy—let Broker Concierge help you protect it.

Frequently Asked Questions (FAQs)

What exactly does Broker Concierge do?

Broker Concierge is a full-service operational support team for mortgage broker owners. We handle the “back office” tasks that keep your business running—like compliance, licensing renewals, onboarding workflows, document management, monthly reporting, and more—so you can focus on originating and growing your business.

Is Broker Concierge only for new mortgage brokers?

Not at all. While new brokers benefit from having strong systems in place from the start, many of our clients are established broker owners who are overwhelmed, burned out, or ready to scale but can’t without more support.

Do I still need to hire an assistant or office manager?

Nope. That’s the beauty of Broker Concierge.

Our fractional operations team replaces the need to hire, train, and manage in-house staff. We give you access to specialists in compliance, licensing, operations, and systems—without the cost or complexity of payroll.

What kind of brokers see the best results?

• Solo brokers who are still originating and managing operations on their own

• Teams of 2–10 loan officers needing structure and systemization

• Broker owners with inconsistent compliance or back office processes

• Anyone serious about turning their brokerage into a scalable business—not just a high-stress job

How does onboarding work?

Onboarding starts with a strategy session where we assess your current systems, accounts, and bottlenecks. We then set up your custom company dashboard, activate your workflows, and assign a dedicated Broker Account Executive to manage your relationship and progress.

You’ll typically be fully operational within 30 days.

Will this work with my CRM or LOS?

Yes! Broker Concierge is designed to be platform-agnostic and adaptable to your current systems. We’ve worked with most industry CRMs, LOS platforms, and payroll systems, and we’ll integrate where needed—or help you improve your tech stack if it’s holding you back.

How often will I meet with your team?

You’ll have a monthly operations meeting with your Broker Account Executive to review progress, handle requests, and plan ahead. You’ll also have ongoing communication access if something urgent arises.

We’re here when you need us—but you won’t have to manage us like staff.

Is Broker Concierge white-labeled?

Yes! Everything we do is branded to your brokerage, from email communications to onboarding templates to compliance documentation. Your clients and loan officers will never see our name—we work behind the scenes under your brand.

How much does Broker Concierge cost?

Pricing depends on the size and complexity of your business. But in most cases, our clients save thousands of dollars a month compared to hiring full-time staff. And the time and stress you save? That’s priceless.

To get exact pricing, book your free discovery call and we’ll tailor a solution to fit your needs.

What’s the commitment? Can I cancel anytime?

We don’t believe in locking you into something that isn’t working. That’s why we offer month-to-month service agreements after onboarding. We earn your business every month with results—not contracts.

How do I get started?

Easy. Just click the link below to schedule your free strategy call with our team. We’ll identify the top areas of friction in your mortgage business and show you how Broker Concierge can fix them—fast.

👉 Schedule Your Free Call Now

Megan Marsh
Founder, Co/LAB Broker Concierge

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Mortgage Broker Support

Need help starting your mortgage business? Our Mortgage Broker Concierge Team is here to assist you!

If you’re curious about how we can help you simplify your operations beyond what our videos offer and want to know how you can make launching or running your brokerage stress-free, the link below explains everything. No fluff, no “exclusive training” gimmicks—just a straightforward way to see how we work with brokers to take backend tasks off their plates. Check it out here: https://colablendingfranchise.com/book-a-discovery-call