[online] Broker vs Retail

Webinar (Weekly Live)

📆 April 8th 2026 7:30 pm PST | Live | On Zoom

Working for a brokerage isn't for everyone but this could be

just the model your looking for.

Earn more, price better, offer more—scale faster with real support

I was in retail for 18 years and 2 years ago I switched to working for a brokerage. I will never go back to retail. This is why:

What You'll Learn in This Free Training:

  • 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.

[online] Broker vs Retail

Webinar (Weekly Live)

📆 April 8th 2026 7:30 pm PST | Live | On Zoom

Working for a brokerage isn't for everyone but this could be just the model your looking for.

📆 April 8th 2026 7:30 pm PST | Live | On Zoom

Earn more, price better, offer more—scale faster with real support

I was in retail for 18 years and 2 years ago I switched to working for a brokerage. I will never go back to retail. This is why:

What You'll Learn in This Free Training:

  • 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.

MEET THE Mastermind Host

Peter J. Metz

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.

MEET THE Mastermind Host

Peter J. Metz

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.

2026 Dream Big Ownership LLC | ALL RIGHTS RESERVED

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

2026 Dream Big Ownership LLC | ALL RIGHTS RESERVED

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