Expert Back Office Support for Mortgage Brokers
From licensing and compliance to lender management and HR—get the team that helps you run a smoother, more scalable mortgage business.
You own it. We Support it.
Why Mortgage Brokers Choose Co/LAB Concierge
Because running a brokerage is more than closing loans. We simplify the operational side of your business so you can focus on growth, compliance, and long-term success—with expert support at every step.
Licensing Support
Start Smart with Licensing
From entity formation to MU1/MU4 filings, we handle all aspects of state licensing so your brokerage launches faster and fully compliant.
Compliance Management
Stay Audit-Ready Year-Round
We manage your compliance calendar, handle MCRs, track continuing education, and keep your documentation tight—so you’re never caught off guard.
Lender Management
Simplify Lender Sign-ups
From selecting the right wholesale lenders to managing renewals and applications, we streamline lender relationships for maximum deal flow.
On-Demand Services
Support When You Need It
Whether it's an audit, new hire, or state expansion, our on-demand services give you flexible, expert help—only when you need it.
What's Inside?
More Than Support—A Strategic Partner
At Co/LAB Broker Concierge, we go beyond basic admin tasks.
We become a true extension of your team—providing expert guidance, hands-on execution, and proactive support. With decades of experience and unmatched lender access, our mission is to help you build a brokerage that’s scalable, compliant, and ready to grow.
20+ Years of Experience
A seasoned team of mortgage professionals who understand the demands of running a modern brokerage.
30+ Lender Relationships
We help manage and grow your lender partnerships—giving you flexibility and options for every loan scenario.
Flexible Support Models
Choose full-service packages or use on-demand help when and where you need it.
Compliance-Ready Documentation
From policies to training logs to assessments, we ensure your business is always prepared for audits and regulatory reviews.
Support Packages that Scale with You
Whether you're just getting started or managing a growing brokerage, our tiered support packages are built to meet you where you are—and grow with you. From basic licensing help to full compliance and audit support, each level is designed to give you the right tools, at the right time.
CORE
Broker Lite
Ideal for new brokerages needing hands-on help with licensing, compliance, and staying in good standing.
Key Features
Full licensing oversight, renewals, and compliance calendar management
Mortgage Call Reports (MCRs) and Financial Condition filings handled
Quarterly compliance reviews with a dedicated account executive
CORE
Broker Suite
Built for growing brokerages who need complete compliance support, ongoing staff licensing, and audit readiness.
Key Features
Includes everything in LITE plus LO license renewals and license maintenance
Surety bond oversight and expanded regulator reporting
4 hours of annual audit support included
CORE
Broker Suite Plus
For high-volume brokerages that want top-tier operational oversight, strategic guidance, and scalable compliance systems.
Key Features
Everything in SUITE plus monthly strategy calls (four 15-minute appointments)
Lender list management and volume tracking for up to 15 lenders
Priority access to on-demand services at reduced rates
See What's Included in Each Plan
Compare features across The LAB, Lite, Suite, and Suite Plus to find the right level of support for your mortgage brokerage.
Real Stories. Real Results.
Hear from people who’ve launched careers, built businesses, and scaled with Co/LAB support.
Who Is This For?
New Mortgage Brokers Getting Licensed
Launch your brokerage faster and with fewer headaches using expert-led licensing and compliance support.
Small Brokerages Needing Back-Office Help
Free up time and avoid burnout by outsourcing operations, reporting, and vendor management to industry pros.
Teams Expanding into New States
Easily scale across state lines with full-service licensing, onboarding, and lender management.
Owners Preparing for Growth or Audit Readiness
Stay ahead of compliance and regulatory changes with done-for-you systems built for long-term scalability.
Ready to Take the Busy Work Off Your Plate?
You didn’t start a brokerage to drown in paperwork and compliance tasks. Our expert team is here to take the operational burden off your shoulders—so you can focus on closing loans, building relationships, and growing your business.
Let’s talk about how we can support your next move.
Get In Touch
Email: [email protected]
Address
Office: 8795 Peach Street, Erie, PA
Assistance Hours
Mon – Fri 9:00am – 5:00pm
Saturday – Sunday CLOSED
Phone Number:
(814) 240-3299
You Own It. We Support it.
© 2025 Colab Concierge Services LLC - All Rights Reserved