Start, License & Run a Fully Compliant Mortgage Brokerage—Without the Guesswork

Launching and managing a mortgage brokerage comes with challenges—but you don’t have to figure it out alone.

Whether you're starting from scratch, navigating licensing, or ensuring full compliance, we provide the expert guidance, training, and ready-to-use resources to help you build a successful, audit-ready business.

Check out the opportunities that await below!

Are You Ready...

to Start Building a Legacy and Not Just a Business?

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Mortgage Broker Fast Track

Signature Course

Launch Your Mortgage Brokerage with Confidence

Want to start your own mortgage brokerage but unsure where to begin? This comprehensive self-paced online course gives you the exact roadmap to success—taught by industry experts Megan Marsh & Andres Munar.

Master Mortgage Company Formation – Learn how to set up your business the right way.
Navigate NMLS Licensing – Get step-by-step guidance on obtaining your license.
Understand Mortgage Compliance – Stay audit-ready and legally protected.
Optimize Your Operations – Learn how to run a smooth, profitable brokerage.

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Mortgage Broker Compliance Kit

Signature Course

Stay Audit-Ready and Fully Compliant

Compliance isn’t just about having policies and procedures—it’s about running a real compliance program to avoid costly mistakes and penalties. Our Mortgage Compliance Kit gives you a complete compliance roadmap with ready-to-use templates, checklists, and training to keep your brokerage in top shape.

Complete Compliance Program Setup – Policies, procedures, assessments & reporting.
Audit-Ready Documentation – Templates for meeting minutes, branch audits & compliance tracking.
Loan Officer & Marketing Compliance – Keep your team and advertising efforts fully compliant.
Easy-to-Follow Training – Step-by-step lessons covering your core responsibilities as a mortgage broker.