

The downside to Wholesale - I'll be very transparent and share my challenges in wholesale
Compensation Structure - W2 vs 1099, Lender Paid vs Borrower Paid, Max Comp, Corr vs Broker
Support - How does a loan officer in the wholesale channel get support. LOA's, Processors, AE's whats the difference
Loan Products - NonQm, DSCR, BK Statement, Fix & Flip, HELOCS, OTC, FHA P&L Loan, and many more
Interest Rate Comparisons - Wholesale rates vs Retail Rates
LOS & Tech Stack - Encompass vs Arive, CRMs, Loan Sifter, Banking Bridge
Transition - What are the steps to a successful transition
Live q&a to answer your specific questions in the wholesale channel.
The downside to Wholesale - I'll be very transparent and share my challenges in wholesale
Compensation Structure - W2 vs 1099, Lender Paid vs Borrower Paid, Max Comp, Corr vs Broker
Support - How does a loan officer in the wholesale channel get support. LOA's, Processors, AE's whats the difference
Loan Products - NonQm, DSCR, BK Statement, Fix & Flip, HELOCS, OTC, FHA P&L Loan, and many more
Interest Rate Comparisons - Wholesale rates vs Retail Rates
LOS & Tech Stack - Encompass vs Arive, CRMs, Loan Sifter, Banking Bridge
Transition - What are the steps to a successful transition
Live q&a to answer your specific questions in the wholesale channel.
For the past 18 years, I built a very successful career in retail mortgage lending. I hit the milestones, built teams, and did all the things you’re “supposed” to do as a retail loan officer—yet I was constantly let down. I constantly got frustrated with the lack of transparency. Frustrated with limited product options. Frustrated by the caps, overlays, and politics that held me back from truly serving my clients and growing my business.
I thought that was just “how the industry worked”… until I moved my business to the independent mortgage broker model.
On the other side, I discovered more control, more flexibility, better pricing for clients, and new ways to grow my income and my freedom as a loan officer. Now, I host this weekly webinar to share what I’ve learned with loan officers who were in the same position I was.
This isn’t a “brokers are for everyone” pitch.
The broker model isn’t right for every LO or every situation. But if you’re feeling stuck, capped, or curious about what’s actually possible outside of retail, this webinar is for you. Follow along, ask questions, and by the end you’ll know—clearly—whether moving your business to a broker model is the right move for you and your career.


For the past 18 years, I built a very successful career in retail mortgage lending. I hit the milestones, built teams, and did all the things you’re “supposed” to do as a retail loan officer—yet I was constantly let down. I constantly got frustrated with the lack of transparency. Frustrated with limited product options. Frustrated by the caps, overlays, and politics that held me back from truly serving my clients and growing my business.
I thought that was just “how the industry worked”… until I moved my business to the independent mortgage broker model.
On the other side, I discovered more control, more flexibility, better pricing for clients, and new ways to grow my income and my freedom as a loan officer. Now, I host this weekly webinar to share what I’ve learned with loan officers who were in the same position I was.
This isn’t a “brokers are for everyone” pitch.
The broker model isn’t right for every LO or every situation. But if you’re feeling stuck, capped, or curious about what’s actually possible outside of retail, this webinar is for you. Follow along, ask questions, and by the end you’ll know—clearly—whether moving your business to a broker model is the right move for you and your career.
Dream Big Ownership LLC — NMLS # 2592815
Loans made or arranged pursuant to a California Financing Law license. Legal Information Institute CA DFPI CFL NMLS license # 2592815 • 2777 Bechelli Lane Redding Ca 96002 • 530.221.7700 [email protected]
NMLS Consumer Access: nmlsconsumeraccess.org Equal Housing Lender
Dream Big Ownership LLC — NMLS # 2592815
Loans made or arranged pursuant to a California Financing Law license. Legal Information Institute CA DFPI CFL NMLS license # 2592815 • 2777 Bechelli Lane Redding Ca 96002 • 530.221.7700 [email protected]
NMLS Consumer Access: nmlsconsumeraccess.org Equal Housing Lender