Your Trusted Back Office Support Team

Comprehensive Mortgage Broker Support Services Tailored for Your Success

At Co/LAB Lending Franchise, we provide a full suite of back-office solutions designed that we call Mortgage Broker Concierge Service to help mortgage brokers streamline operations, stay compliant, and grow their business. Explore our service areas below to discover how we can take care of the details while you focus on closing loans.

Expert Mortgage Broker Support Designed for Your Success

Our Core Service Package

Company Maintenance and Expansion

For established mortgage brokers, we handle ongoing compliance maintenance, ensuring that all state requirements are met, renewals are filed on time, and fees are paid. If you're expanding your operations, we assist with setting up your business in new states, ensuring a smooth and compliant transition.

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Licensing & Compliance Management

Ensure your brokerage is always compliant with ongoing regulations. We manage your NMLS licensing, monitor compliance, and prepare you for audits before they happen, so you can operate with peace of mind.

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Vendor & Wholesale Lender Coordination

Our team manages vendor setups and handles all wholesale lender applications, ensuring you have access to the tools and partners necessary for successful mortgage operations. We also manage lender renewals to keep everything running smoothly.

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Add On Services

Financial Health Assessments

Our team reviews your financials, identifies areas for budget adjustments, and uses proprietary tools to assess your brokerage’s financial health. We ensure your business is financially positioned for profitability and long-term success.

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Human Resources & Payroll Support

We handle the details of new hire onboarding, payroll management, and offboarding, allowing you to focus on growing your business. Our HR support services keep your team operations seamless and compliant.

Marketing Support

As part of our Concierge Service, we offer marketing support to help you stand out. From custom product flyer and business card design to social media graphic creation and brand identity, we ensure your brokerage’s brand looks professional across all channels.

A La Carte

A La Carte Services for Brand New Mortgage Brokers

For real estate agents, or loan officers looking to take the next step, our A La Carte Services are tailored to help you navigate the early stages of building a successful mortgage brokerage. Whether you’re just getting licensed, forming your first business, or need a little extra support as you get started, our services make the journey smoother and more manageable.

Business Formation

We handle the entire process of forming and registering your new LLC, ensuring it meets all state requirements for a smooth start. This service is ideal for those who need help navigating the legal steps of setting up a business entity, so you can focus on the bigger picture.

Mortgage Company Licensing

Our team takes care of the intricate details of licensing your mortgage company, from completing state-specific applications to meeting regulatory requirements. We manage the entire process to ensure that your business is set up to operate legally and ready for approval, so you can start serving clients sooner

Mini-Support Package

Designed for new small brokerages with up to 2 closings per month our Mini-Support Package includes essential back-office support to keep you organized and compliant.

Schedule a discovery call to ask about these services.

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.

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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.