How do you become a mortgage banker? – Broker to Banker Webinar Details
How do you become a mortgage banker? How do you successfully make the transition from mortgage broker to a mortgage banker? Where do you go to get started? 
Now, if you have not yet done so, please take advantage of our complimentary 30 minute strategy call where we analyze your situation and discuss a banker transition process step-by-step!
SeanS@BrokerToBankerConsulting.com
Call/Text: (714) 844-7146
For those trying to transition from a mortgage broker to a mortgage banker, it is difficult to obtain all of the requisite information, plan the necessary steps, and organize the various vendors while at the same time trying to originate loans in today’s market!
Well that is where Calyx Software and Broker to Banker Consulting step in to help with the Calyx Broker to Banker Blueprint Workshop Series.
Broker to Banker Workshop Series
Your Path to Prosperity (Part 1)
5/5/2022 (Thursday) | 2:00 PM – 3:00 PM EDT
CLICK HERE TO REGISTER
In this high-powered webinar, we will be discussing:
Mortgage Banker Profitability
- Broker vs. Non-Delegated and Delegated Channels
- Improved Pricing and Margins
- Purchase Money Market and branding through Niche Products
- Loan Officer Retention, Recruitment, and Growth
Operational Advantages and Control Over the Process
- Disclosure Process (Initial Disclosures COC, Closing Documents, Appraisal Ordering, etc.)
- Closing Independence
- Vertical Integration and Loan Cycle Efficiency
Production Flexibility
Learn how to scale your origination volume by utilizing various production models such as:
- Team Approach (Rainmaker)
- Loan Officer Model
- Branch Expansion
Risks Associated with Mortgage Banking
- Underwriting, Operational, and Product Availability Risk
- Post-Closing
- Regulatory and Compliance Risk
- Enhanced Quality Control Procedures
- Increased Net Worth requirements
- Mini-Correspondent Model Red Flags
Mortgage Banker Risk Mitigation Techniques
- Importance of understanding the Mortgage Loan Purchase Agreement (“MLPA”)
- MLO Comp Plans and Employer Agreements
- E&O vs. Cyber – Are you covered?
- Are you Audit Ready?
Don’t forget to register and join Calyx Software and Broker to Banker Consulting on your Path to Prosperity!
Broker to Banker Workshop Series
Your Path to Prosperity (Part 1)
5/5/2022 (Thursday) | 2:00 PM – 3:00 PM EDT
CLICK HERE TO REGISTER
Sean A. Stephens, Esq., CMB®
Broker to Banker Consulting, LLC
SeanS@BrokerToBankerConsulting.com
Call/Text: (714) 844-7146
Toll Free: (866) 989-0564 Ext. 419
Sean A. Stephens, Esq., CMB®
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