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Running a brokerage guides for loan officers

Websites, teams and lead routing for new mortgage brokerages.

1 article · Other categories: Getting started, Switching companies, Compliance, Costs & tools, AI for loan officers, Search & AI visibility

Infographic: Launching a New Mortgage Brokerage — Company site; LO profiles; Lead routing; Reviews. Tavi the hare mascot cutting a mint ribbon.

Running a brokerageLaunching a mortgage brokerage: the month-one marketing planThe order to set up a new brokerage's website, LO profiles, licensing lines, lead routing, Google profile, reviews and AI answering — with first-year costs.Maren Holt · Oct 19, 2026 · 7 min

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What does the Running a brokerage category cover?

Websites, teams and lead routing for new mortgage brokerages.

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