As a forward-thinking financial professional, you are here to find a new approach
to evolve, innovate, and increase the bottom line of your practice.
Mortgage brokers cannot legally pay other professionals for referrals, nor can financial professionals accept pay for referrals.
You have earned your clients’ trust and reluctant to refer out to someone that will not adhere to your customer service standards.
Most existing partnerships between mortgage and other financial practices are one sided for the mortgage professionals’ benefit.
Get licensed as mortgage loan originator.
Form a dual sided relationship through being sponsored by Lendevity.
Offer home loans solutions to existing clients while getting legally paid for your services as an employee.
Joint referral/marketing agreements between financial professionals are subject to legal cracks.
There is mutual benefit with untapped potential for financial professionals to earn additional income from their books of business if legal constraints can be removed.
How can I legally get paid for my referrals while providing my clients with financial options and highest standard of service?
Client will feel the comfort of staying with their advisor through their home loan experience.
Lendevity provides you with full support through the origination process to avoid disruptions in your existing business environment.
Now, I legally get paid for referrals while providing my clients with financial options and highest standard of service.
Once licensed, you will open the door to a passive income stream from your existing practice.
Harness the strength of your professional connections. Refer clients effortlessly and watch your income soar. No effort is too small when it comes to building your financial success.
It’s as simple as it sounds. Legally get paid for referrals. No gimmicks, No gray areas – our system ensures you legally get paid for every referral without the workload.
Imagine transforming your practice into a powerhouse of passive income, reaching a 6-figure sum. This isn’t just a dream; it’s the reality we’re offering you.
You will have Lendevity’s full suite of origination, pricing, marketing tools and personnel to assure seamless process.
Lendevity will assign each partner with dedicated inhouse loan manager and processor to create a complete hands-off experience.
Lendevity provides user-friendly origination & pricing software to automate and streamline the loan process.
Robust marketing CRM platform for outreach campaigns of new mortgage service offering with existing client base.
We will build a customized web page for your new mortgage service to match your exisiting brand.
Ongoing training and dedicated support team to ensure success.
Average Industry Experience
Borrowers Served
Funded Loan
States we are Currently Licensed in
We refund your initial investment on your first deal
We reimburse your continued education and annual fees.
We cover your monthly/yearly subscriptions to origination, pricing, and marketing platforms.
We cover payroll expenses of your dedicated processor and loan manager.
We pay for mortgage broker E&O insurance.
Schedule an introductory meeting with the Lendevity team to discuss partnership opportunities and align on goals.
Complete NMLS registration process and course sign up. Study for the National & State exams. Pass the NMLS exam
Review & sign a formal mortgage loan officer agreement with Lendevity outlining procedures, commission structures, and performance metric.
Announce partnership with marketing efforts to existing clients.
Schedule quarterly review meetings to discuss what’s working well and opportunities for improving the partnership