Develop a Successful Mortgage Branch Company
Managing a successful mortgage branch company, as a correspondent lender, mortgage broker, or combination of both, has many opportunities and obstacles along its journey. The following are areas you will need to have a handle on in order to flourish.
What Services Can Flagship Advisors Help You With?
Increasing Revenue Opportunities
1. New Lenders
2. Marketing Strategies & Platforms
3. Warehouse/Correspondent Lending Department
4. Loan Programs (Reverse/Commercial/Etc.)
5. Referrals from Out of State Loans
6. Preferential Underwriting/Pricing from Lenders
Reduce Infrastructure Costs
1. Processing
2. Human Resources
3. Accounting
4. Licensing
5. Operations
6. Compliance
Strategic Business Planning/Professional Consulting
1. Business Expansion
2. Branch Network
3. Recruiting
4. Department of Labor
5. QC Plans/Internal Audits/Procedures
6. Employment Contracts/Broker Agreements
7. Policies/Employee Handbook
8. State Specific Compliance Requirements
Third Party Providers Relationship
1. E & O Insurance
2. Security Bonds
3. Workers Compensation/Insurance
4. Credit Providers
5. Marketing
6. Licensing
7. Continued Education
8. Websites
9. Technology Solutions
Managing a successful mortgage branch company, as a correspondent lender, mortgage broker, or combination of both, has many opportunities and obstacles along its journey. The following are areas you will need to have a handle on in order to flourish.
What Services Can Flagship Advisors Help You With?
Increasing Revenue Opportunities
1. New Lenders
2. Marketing Strategies & Platforms
3. Warehouse/Correspondent Lending Department
4. Loan Programs (Reverse/Commercial/Etc.)
5. Referrals from Out of State Loans
6. Preferential Underwriting/Pricing from Lenders
Reduce Infrastructure Costs
1. Processing
2. Human Resources
3. Accounting
4. Licensing
5. Operations
6. Compliance
Strategic Business Planning/Professional Consulting
1. Business Expansion
2. Branch Network
3. Recruiting
4. Department of Labor
5. QC Plans/Internal Audits/Procedures
6. Employment Contracts/Broker Agreements
7. Policies/Employee Handbook
8. State Specific Compliance Requirements
Third Party Providers Relationship
1. E & O Insurance
2. Security Bonds
3. Workers Compensation/Insurance
4. Credit Providers
5. Marketing
6. Licensing
7. Continued Education
8. Websites
9. Technology Solutions
Bottom line, if you are looking at getting a jump-start to your new business or grow your existing company, Flagship Advisors will provide you with invaluable information and expertise to develop a long-term strategy for success. Contact me today at: 866-625-9024 or email me at flagshipadvisors@gmail.net.
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