Support Packages Built for Every Stage of Your Brokerage

Whether you’re launching a new brokerage or optimizing operations for scale, our support plans grow with you. Choose the package that fits your business—then let us handle the back office.

You own it. We Support it.

Why Choose a Support Package?

Managing licensing, compliance, and lender operations internally can slow growth.
Our packages deliver predictable, expert-backed support—so you stay compliant, organized, and ready to grow.

Reduce Risk

Stay Audit‑Ready & Fully Compliant Year‑Round

Our expert-backed systems help you avoid regulatory pitfalls, prepare for audits, and maintain compliance across states—without the stress.

Save Time

Eliminate Manual Tasks & Streamline Daily Operations

We monitor and maintain your lender credentials, broker agreements, and approval status so you're always ready to originate loans.

Grow Faster

Focus on Closing More Loans—Not Managing Paperwork

We track when renewals are due for each lender and complete the full process for you—accurately and on time—so you never lose access to a key lender.

The LAB

Your Compliance Foundation—Simplified

Get self-service access to essential compliance documentation, policy kits, and expert Q&A support—everything you need to start your mortgage brokerage on a strong and audit-ready foundation. Designed for brokers who want to manage day-to-day operations independently but need the right tools and structure to stay compliant, the LAB package offers the core essentials without the overhead.

What's Included

Policy & Procedure Manual – A customizable guide covering operational standards, workflows, and regulatory requirements.
Quality Control (QC) Manual – Ensure your brokerage meets federal and state QC standards with a comprehensive review protocol.
Company Compliance Kit – Includes essential forms, templates, and documentation to support daily compliance functions.
Advertising Compliance Kit – Stay compliant with marketing and advertising rules while promoting your business with confidence.
Access to Marketing Compliance Support – Submit your advertising materials for compliance feedback and guidance.
Live Weekly Q&A Sessions – Join our experts live to get your pressing questions answered and stay ahead of compliance updates.

Core Broker LITE

Hands-Off Compliance and Licensing Support

A step up from The LAB, the Core Broker LITE package is built for mortgage brokers who want more done-for-you services without hiring in-house. We handle your ongoing compliance filings and maintain your company’s licensing records, so your business remains active, audit-ready, and focused on scaling—without the paperwork headaches.

Everything in The LAB, plus:

Compliance

Quarterly Mortgage Call Reports (MCR)
Annual Financial Condition Reports
Closed Loan File Reviews

Licensing

NMLS Updates & Monitoring
Secretary of State & Registered Agent Oversight
Company & Branch Licensing Management

Support

Dedicated Account Executive
Quarterly Compliance Check-Ins

Core Broker SUITE

Complete Compliance & Licensing Management for Growing Brokerages

This full-service solution is built for broker-owners who want complete operational peace of mind. With SUITE, you get hands-on support across compliance, licensing, audit preparation, and regulatory reporting—keeping your brokerage fully protected and primed for growth.

What’s Included (plus everything in LITE):

Compliance

Company-Level Compliance Program Oversight
Federal & State Compliancy Manual
Regulatory Reporting & Required Activities
Loan File Oversight & Post-Closing Review
Loan Officer Oversight
Compliance Education Tracking
Audit Preparation & Response

Licensing

Surety Bond Oversight
Secretary of State & Registered Agent Oversight
Company & Branch License Maintenance
Individual LO Renewal Guidance
Annual Renewal Season Support

Support

Four 15-minute strategy appointments (schedule as needed)

Core Broker SUITE PLUS

Complete Back-Office + Lender Management for Multi-State Mortgage Brokerages

Designed for high-performing brokerages operating in multiple states, SUITE PLUS includes everything from our SUITE plan—plus end-to-end lender management. From lender setup to renewals, we handle the details so you can stay focused on origination and growth.

What’s Included (plus everything in SUITE):

Compliance

Lender Recommendations & Matching Support
Lender Application Submission & Monitoring
Lender Renewal Tracking & Filing

Support

Four 15-minute strategy appointments (schedule as needed)

Optional Add-On: HR Support Program
(Only available with SUITE PLUS)

New hire setup, onboarding, and offer letters
NMLS sponsorship & compliance training
Employee offboarding coordination
Hiring document collection & compliance readiness

Compare Our Broker Support Plans

Use this side-by-side comparison to see what’s included in each of our support packages—from foundational compliance tools in The LAB to full-service operational oversight in Suite Plus. Whether you're just starting out or scaling across states, there's a plan built for your business.

Comparison chart showing features included in The LAB, Core Broker Lite, Core Broker Suite, and Suite Plus mortgage support plans.

STILL NOT SURE?

Have Questions About Our Packages?

Choosing the right support tier is important—here are answers to some of the most common questions to help you decide.

Can I upgrade my support plan later?

Yes. You can upgrade your package at any time as your brokerage grows or your needs evolve. We’ll adjust your service coverage and billing accordingly.

What’s included in onboarding when I sign up?

Onboarding includes a kickoff call, compliance review, account setup, licensing overview, and access to tools and templates specific to your tier. You’ll be assigned a dedicated account manager to walk you through everything.

How many MLOs are covered in each plan?

All plans are built to support up to 3 MLOs by default. If your team is larger, we’ll create a custom quote to expand your service coverage.

Do you manage compliance and licensing in every state?

Yes. We offer support across all U.S. states and territories where mortgage broker licensing is required. Multi-state coverage can be added to any plan.

Do you provide emergency compliance support if my company gets an unexpected audit notice?

No. Compliance support is not designed to be retroactive. Regulators expect systems, training, and documentation to be in place well before an audit occurs. This is why we require a minimum 12-month contract—to ensure we have enough time to build and maintain a comprehensive compliance program that prepares your brokerage properly.

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