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Switching companies guides for loan officers

Moving lenders without losing your name, links, reviews or leads.

1 article · Other categories: Getting started, Compliance, Costs & tools, AI for loan officers, Running a brokerage, Search & AI visibility

Infographic: Switching Companies Without Losing Leads — Keep your name; Update NMLS; Redirect links; Tell partners. Tavi the hare mascot carrying a moving box between two doorways.

Switching companiesSwitching mortgage companies: the website checklistA loan officer's checklist for changing lenders: what you keep, what must change on your website, redirects, reviews, and a 30-day move plan.Maren Holt · Oct 19, 2026 · 8 min

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Moving lenders without losing your name, links, reviews or leads.

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