Strategic Business Planning
for Branch Division

Looking to develop a branch division within your mortgage company? Brokers United, LLC has the experience, professionalism, and access to industry professionals to help you build the foundation of your company’s future. We have expertise in the areas listed below:

Strategic Business Plan

  • Licensing (State approvals, NMLS, FHA (full vs. mini eagle), VA)
  • Business formation (Organization structure, registered agents)
  • Bonds (Surety, Fidelity)
  • Insurance (E&O, Business Owners, Buy-Sell)
  • Operations (LOS, credit, shipping, stationary, miscellaneous)
  • Marketing / Sales (Lead sources, tracking, compensation plans)
  • Professional services (Legal and accounting)
  • Websites and technology (Providers and resources)
  • Continuing education (requirements and providers)
  • Processing (Procedures, contract processors)
  • Compliance (QC Plans, state specific disclosures and audits, internal checklists)
  • Investors / Lenders
  • Products (Conventional, FHA/VA, reverse mortgages, commercial, 2nd mortgages, niche products)
  • Correspondent Lending (warehouse lines, investors, policies and procedures)
  • Office requirements (Lease, phone, furniture, miscellaneous)
  • Payroll (Policies and procedures, vendors, taxes, Department of Labor)
  • Human resources (Policies and procedures, employee handbook)
  • Benefits (Medical plans, retirement options, supplemental insurance, other)
  • HVCC (Policies and procedures, AMC resources and providers)
  • Title Companies (ABA’s, national providers)
  • Recruiting (Hiring practices, background checks, strategies)
  • Business Planning (Goals, strategic plans, industry opportunities, employees)
  • Compensation Plans (Pricing models and/or fee structures)

For more information or questions contact Brokers United at (877)710-0948 or email Jeff Flees at jeff@brokersunited.net.