For Licensed Real Estate Agents

You left $24,000
on the table this year.

That's the mortgage-side compensation on buyers you already represented — on deals that already closed. Get licensed and you stop leaving it behind. You keep your brokerage.

Book 20 Minutes →

Arithmetic at the volume you enter. Gold tier pays 50 bps; Platinum pays 60 bps in any month you close $1M or more, and the calculator applies whichever your volume indicates. Not a projection or an offer of employment. Assumes financed transactions at roughly the sale price; cash deals and large down payments reduce it. Compensation requires an active license and origination work actually performed.

How It Works

Five steps. Two to three hours a file.

Four of the five are already on your calendar. You're just not licensed for them, and not paid for them.

  1. 01
    Send your branded application link New

    Takes a minute. Your buyer applies through a link with your name on it.

  2. 02
    Walk them through their options New

    The financing conversation you're already half-having. I'm on the call until you'd rather I wasn't.

  3. 03
    Introduce me as your loan partner Already do it

    I underwrite, clear conditions, make the hard calls. Your name stays on the relationship.

  4. 04
    Stay in contact through closing Already do it

    Except now you can see the file — so you hear about a problem before your client does.

  5. 05
    Attend the closing Already do it

    Same room you're always in. Different number of sides you're paid on.

You keep your brokerage

Same broker, same split, same team, same MLS. Your real estate license doesn't move. The mortgage license is separate — sponsored by the bank, under a different regulator.

You do owe your broker a disclosure. Not a resignation — a disclosure. Some brokerages require written approval, a few say no. That's the one real gate.

Why it's legal

HUD's Mortgagee Letter 2022-22 allows one person to hold two compensated roles in a transaction, as long as each reflects services actually performed.

This is not a referral fee — those are still prohibited under RESPA. You're licensed, you do defined origination work, you're paid for that work. No license or no duties means no compensation.

The bank pays for licensing

Twenty-hour course, SAFE exam, background check, licensing in all fifty states — covered. Your cost is the twenty hours, then two to three hours per file.

Gold tier is 50 bps and where everyone starts. Platinum is 60 bps in any month you close $1M or more.

The Catch, Up Front

Four things that could rule you out

USDA loans are excluded

Dual capacity is prohibited on them. Those files come to me alone and you're paid on the real estate side only.

Six states are unavailable
Your brokerage decides

Ask your managing broker one question — does the brokerage permit dual licensing? Get it in writing. If it's a no, I'll tell you this isn't your program.

There's a production standard

$1.8M or six buy-side transactions over trailing twelve months, or $3.6M or twelve combined. Under it, this isn't your program yet.

Straight Answers

What agents ask every time

I don't have time to be a loan officer.
You're right, and I wouldn't ask you to be one. Four of the five duties are on your calendar already — you're just not licensed for them and not paid for them. Two to three hours a file. I carry everything else.
Do I have to leave my brokerage?
No. Same brokerage, broker, split, team and MLS. Your real estate license doesn't move at all. What you owe your broker is a disclosure — outside business activity gets declared on your NMLS filing and most brokerages want to know as well.
Is this even legal?
It's the right question. HUD addressed it directly in Mortgagee Letter 2022-22: one person can hold two compensated roles as long as each reflects services actually performed. You disclose the dual role in writing to every client. A referral fee would be illegal — this isn't one, and I wouldn't build a business on one.
I already have a lender I like.
Keep them. This isn't about replacing anybody. On the files you originate, you're paid for work you were doing for free. Worth asking your current lender one thing though: what happens when your buyer refinances in three years, and how do you participate in that?
I'm not good with numbers.
Neither was I on day one. You never quote a rate off the top of your head — you bring me the scenario, I bring you the answer, and we're on the call together until you'd rather I wasn't. Training runs twice a week and the bank pays for it.
How long does licensing take?
Offer letter to onboarded is a two-week target. I won't promise a license date because state approval isn't mine to control. Twenty hours of coursework, then the SAFE exam, then state approval. I'll get you the realistic number for your state before you commit to anything.

Twenty minutes. If it's not a fit, I'll say so.

Bring your buy-side deal count and your average price point. We'll do the arithmetic together.

Book a Call →

Or call me directly — (224) 591-3179