Kim Lisa TaylorSecurities Attorney, Founder, Syndication Attorneys, PLLC · Corporate Securities Attorney, 2x Best-Selling Author, Nationwide Speaker | Private Placement

Tech Tools for Mortgage Brokers: Scale Your Business Without Losing Your Brand 💻🏢

7 Jan 2025 · 1 min

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0:46

In this segment of the video, the speakers explain how their company began as a technology‑enabled commercial mortgage brokerage, still arranging large commercial loans (e.g., $20 million property financing). They have now extracted the proprietary software they built for internal use, packaged it, and begun licensing it to other mortgage brokers. The platform can be white‑labeled, allowing independent brokers to present the tool under their own brand while leveraging the company’s back‑office technology to source and close mortgages for their clients. The discussion highlights the dual model of continuing direct brokerage services while scaling the business through a SaaS offering for peers.

Is this replacing somebody's mortgage broker?
Yeah, our start was as a, was as like a technology-enabled commercial mortgage brokerage. And essentially, and we still provide that service. So if you, so if somebody's building a $20 million property and they want to get their debt, they can still come to us and we'll do it. But we just took all the software that we built for ourselves and packaged it up as And are now licensing it out.
Like, if I'm a commercial mortgage broker, can I, you know, white label your platform and start using it to find mortgages for my clients?
Totally. It's not even a white label because your clients don't see it. All they see is your pretty face.