Mortgage Broker Formation and Maintenance
Start Up & Company Maintenance
Start Strong & Stay Focused with Co/LAB
Whether you’re a new broker launching your business or an established brokerage expanding into new states, Co/LAB’s concierge services make sure everything runs smoothly. From navigating complex licensing to maintaining compliance, we’ve got you covered.
For new mortgage brokerages, we manage the foundational setup—helping you secure the necessary licenses, establish vendor relationships, and streamline your operational processes. For established brokerages, we offer comprehensive compliance management to ensure your company meets all state requirements, files renewals on time, and pays fees promptly. Expanding into new states? No problem—we make the process hassle-free.
Service Details
Broker Start-Up & Maintenance Services
At Co/LAB we offer the solutions you need to help you launch, grow, and maintain your mortgage brokerage with ease. Our team is here dedicated to you to make starting and operating you mortgage business ass stress-free as possible.
Business Formation & Registration
We take care of forming your new mortgage brokerage, including LLC creation and state registrations. Our team handles all the filings, ensuring your business is properly set up as a licensed entity.
Ongoing Compliance & Maintenance
Our team manages all state-specific filings, fees, and annual reports to keep your brokerage in good standing. We ensure that your business remains compliant with every state's requirements, so you never miss a deadline and are always in good standing.
New State Expansion Assistance
Thinking about expanding into new markets? We manage your expansion process—filing new state applications, ensuring compliance, and making sure you’re ready to operate in new regions.
Vendor Setup Assistance
We connect you with essential vendors, from loan origination systems to credit, to wholesale lenders and more, ensuring smooth operations for your brokerage. Our team handles the setup process, helping you establish a strong infrastructure tailored to your business needs.
Wholesale Lender Setup
We connect you with top wholesale lenders, providing a curated list and account executive contacts to help you choose the right partners. Our team handles the entire application process, ensuring a seamless setup with your selected lenders.
Office Supply Desk Ordering
Our dedicated admin service handles office supply orders, ensuring your brokerage runs smoothly with everything it needs. Whether it's one-time orders or regular scheduling, we manage the logistics so you don't have to.
Key Benefits
Benefits:
Brokerage Start-up and Company Maintenance
Our tailored solutions streamline the complex process of forming and launching a mortgage brokerage. With expert guidance and hands-on support, we help you set up your business faster and more efficiently than tackling it alone.
Effortless Company Maintenance
Our tailored solutions streamline the complex process of forming and launching a mortgage brokerage. With expert guidance and hands-on support, we help you set up your business faster and more efficiently than tackling it alone.
Seamless Lender Network Expansion
Expand your lender network with ease as we manage the entire wholesale lender application process, connecting you to reputable partners.
Streamlined Vendor Support
Easily get all your essential vendor accounts—loan origination systems, payroll, communication systems, credit agencies, and more—set up in one place. We manage the entire process, ensuring your brokerage has everything it needs to run efficiently from day one.
Support for Seamless Expansion
Our tailored solutions streamline the complex process of forming and launching a mortgage brokerage. With expert guidance and hands-on support, we help you set up your business faster and more efficiently than tackling it alone.
How we Help
Our Clients:
What do They Say?
Our clients trust us to handle the details while they focus on what matters most—building their business. See how we've made an impact.
FAQ
STILL NOT SURE?
Frequently Asked Questions
Here are a few questions that may still be on your mind.
How long does company formation and licensing take?
Our team expedites the process. While company formation typically takes just a couple of weeks, obtaining your mortgage broker license varies by state and can take anywhere from 10 to 12 weeks, or sometimes longer. Once we begin, our team will work with state regulators to provide you with an estimated timeline specific to your situation.
Can you help with expanding into multiple states at once?
Absolutely! We handle multi-state applications and make sure all necessary documents and filings are completed for each state.
Do you make recommendations on which wholesale lenders to sign up with?
Yes, we have established relationships with over 30 wholesale lenders and have a growing network. For new brokers, we'll help you choose the best lenders to start with. For existing brokers, we provide tailored suggestions based on your specific loan type needs, ensuring you can better serve your customers.
Who pays for all the fees related to maintaining the business each year?
We handle the service of keeping your company in good standing year-round, but as the business owner, you're responsible for all associated fees. Our team can keep a card on file and process payments based on your preferences—whether that’s getting approval first, setting monthly charge limits, or sending you monthly reports. The choice is yours.
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Contact Us
Get in Touch With Us Today
Ready to get the support your mortgage business needs to grow? Reach out to us today by scheduling a call or completing the form and let us know how we can help.
(814) 240-3299
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