Focus on your business. We run the brokerage.
When you partner with Sympli Mortgage, your job is one thing: bring your real estate perspective. We run everything else.
Technology, Systems & Coaching
Bring Your CRM
We integrate directly with every major real estate CRM. Your real estate operations stay intact, and your sphere drives new mortgage and refinance opportunities.We leverage your existing processes and client sphere to grow your ancillary income from the Sisu platform.
Accountability & Goal Tracking
Powered by Sisu technology, we ensure that our ancillary businesses and your real estate teams have full accountability & that you are pacing towards your real estate and financial goals.
Contract to Close - and Beyond
The Sisu transaction management platform and your branded client portal keep your real estate or home builder business running without interruption, while your clients experience your Sympli Mortgage offering as part of the same brand.
Mortgage Brokerage Technology
Sympli Mortgage also uses the latest loan origination software & mortgage CRM solutions - all integrated with Sisu to reduce data entry and streamline operations.
Technology & Support
It is vital that our technology team provides rapid and astonishing customer service to their customers, your LOs.
Owner Masterminds & Coaching
Our JV partners are the best and brightest in the real estate industry. We coordinate regular masterminds with your owner peers and bring in top industry coaches to ensure that your mortgage brokerage succeeds and scales.
Loan Officer Masterminds & Coaching
Your LOs are the best in your local market - that is why you partnered with them to go into business with you at your brokerage. We want to keep them at the top of their game with regular coaching and peer masterminds.
Talent Management, Operations, Legal & Compliance
Mortgage Operations
We take care of all management and operations of your mortgage brokerage. From ensuring that our wholesale lenders are providing the best services, rates and processes, to executing partnerships with the national and your local lending partners - giving your LO all the products that they need to provide the best closing experience for your clients.
Dedicated Processing Team, Closer & Loan Officer Assistants
We provide dedicated processors, LOAs, and closers to support your loan officers with fast, reliable service—helping them close more loans each month at 2–3X the industry speed.
Revenue Operations
Your real estate database is a gold mine for your mortgage brokerage. We have the team, the systems, the CRM integrations, and the experience to convert your real estate book into mortgage revenue.
Marketing
From the Sympli Mortgage national brand to individual LO promotion across their sphere and your database, marketing is handled.
Talent Management
Our talent team takes care of all recruiting, reviews, training and compliance from the time we start your Sympli Mortgage brokerage to scaling it with additional LO's.
Legal
From fully RESPA compliant operating and AfBA agreements to entity formation, our legal team owns every compliance touchpoint.
Licensing & Compliance
We stay on top of all LO licensing and compliance.
Finance
Quarterly Owner Distributions
Owners receive quarterly profit distributions from the mortgage brokerage.
Financials & Taxes
The Sympli CFO and accounting team deliver monthly financial reporting: P&L, balance sheets, K-1s, tax filings, all handled.
Payroll
We take care of all payroll, and employee benefits for the LO and processing team.
Banking
Our Sympli Mortgage team will take care of setting up bank accounts, providing online access, managing distributions and tracking deposits.