The Trusted Tax & Accounting Advisor For Your Mortgage Company
Hey Mortgage Pros!
Are You An Experienced MLO Ready To Transition Your Mortgage Business From Retail To Wholesale? 
But You're Not Sure Where To Get Started Or If You've Missed Anything On Your Journey to Successfully Launch Your New Mortgage Company?
We are already seeing experienced MLOs making the shift from the big banks and giant retail lenders to the wholesale side in droves. 

A recent article published in Mortgage Professional America (MPA) describes “Why broker channel growth is inevitable.”

You’re most likely making, or wanting to make, this transition due to any or all of the following benefits:

  • Maximize compensation
  • Freedom over your production goals and from corporate politics
  • Control over direction of your business, recruiting, tools/processes, and target markets
  • ​Deeper consumer benefits including wholesale rates/pricing, ability to shop options on their behalf, and the speed and service needed to earn more referrals and partners
  • ​And much more!

Now is the time to be in or transition to the wholesale channel as an MLO. It provides the most options and the lowest wholesale rates and costs for the consumers, along with the greatest opportunities for ambitious MLOs and their teams to grow rapidly and make a bigger impact within the communities they serve. 

Your new mortgage company should be a wealth-generating machine that creates lasting financial security for you and your family…

But unfortunately, that’s not the case for many of the self-employed MLOs I talk to, including those looking to make the transition from a restrictive retail lending environment to the wholesale side.

The problem I continually see new MLOs transitioning to wholesale running into all the time is thinking that free third-party resources are all they need to be up and running smoothly. But the truth is that those third parties will never be available on-demand for your specific questions and concerns like your own industry-experienced CPA working on your behalf would be.

And that’s why we’ve become experts in specialized mortgage broker accounting, tax, and compliance strategies that can help you increase profits, save big on taxes, make more while working less using technology and automation to your advantage, and stay out of trouble with all the various federal, state, and local agencies that are involved in your business.

Having that trusted business advisor and strategist on your side, especially one that has lives and breathes your same industry, and that can provide highly relevant advice and guidance, is paramount to ensuring your mortgage company thrives for years to come.
That's why I decided to write my latest book...

Starting and Running Your Own Mortgage Company: Retail to Wholesale
The 10 Financial Mistakes Mortgage Pros Make

Download My Free Book To Learn How to Smoothly Transition To and Operate In The Wholesale Channel
Here's what you'll discover inside:
  • Step-by-step instructions on getting your new entity setup
  • ​Maximizing tax savings opportunities by choosing the correct entity structure
  • ​The truth behind incorporating in a different state
  • ​Licensing requirements of various state agencies (DRE vs DBO)
  • ​What you need to do once your entity is active
  • ​The ONE thing you need to do if you want to exponentially skyrocket your chances of success when transitioning
  • ​Niche lending products available to the wholesale channel
  • ​How you can get this all going without affecting your current business and why it doesn’t matter if your current employer becomes aware of your plans to make a move
We’ll then dive deeper into next steps once you’re fully licensed and operational:
  • Accounting system setup
  • ​Mortgage company customized chart of accounts
  • ​Payroll and HR setup
  • ​Planning for estimated quarterly tax payments
  • ​Ongoing state agency and NMLS filing requirements
  • ​Interpreting financial statements regularly to make vital adjustments
  • ​Retirement planning strategies as a self-employed business owner
  • ​And much, much more!

If you want to start off on the right foot, learn all the ins and outs of this side of the business, while setting up a long-term foundation of financial wealth, then this book is for you.

If you think you’ll need help with any or all of this, or don’t care to spend time thinking about these things, but rather on striking while the iron is HOT, there may be an opportunity for us to work together.

The time for experienced MLOs like you is NOW! Don’t miss out on what most industry veterans with 30+ years’ experience are calling a once-in-a-lifetime opportunity to create generational wealth for you and your family, while at the same time helping more and more families across your local communities to secure themselves financially as well.
Now Is The Time To Take Control 
Of Your Finances And Your Future!
Download Your Free Copy Of My Book Today...
Starting and Running Your Own Mortgage Company: Retail to Wholesale
The 10 Financial Mistakes Mortgage Pros Make
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