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Updated 11 months ago,

User Stats

1,532
Posts
524
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Devin Peterson
Lender
  • Lender
524
Votes |
1,532
Posts

Lenders and brokers scaling question

Devin Peterson
Lender
  • Lender
Posted

This one is for all of my hard-working lender and broker friends on BP. As our firm grows and the volume of loans remains very high, I wanted to ask those who manage small-midsize brokerages questions on how to scale to the next level. We have 15 Loan Officers and 4 processors on the payroll. The processors handle loan conditions and communication with underwriting very well. However, I am looking to assign those more so "next action" items like scheduling appointments, consultations, organizing lead generation, etc. to allow me to do what I do best to move the needle. Do any lenders or brokers have VAs? What does your current day-to-day management schedule look like? I want to offload all of the little things and focus on just lead generation. Is anyone willing to share systems or strategies their brokerage/firm currently uses? 

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Miller Mortgage
5.0 stars
83 Reviews

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