Sympli focus on your business.
We got you covered when you go into business with the Sympli Mortgage team. Focus on bringing your real estate industry perspective to your new Sympli Mortgage business - we take care of the rest.
Technology & Coaching
Bring Your CRM
We have direct and deep integrations with all the major real estate CRM’s and believe that it is vital that we don’t disrupt your real estate operations. It also ensures that we leverage your sphere to drive additional new mortgage and refinance opportunities.
We want to leverage your existing processes and sphere of clients to increase 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 ensures that your real estate and home builders business doesn’t miss a beat so that your clients have the best experience to evaluate your Sympli Mortgage business offerings.
Mortgage
Utilizing your branding, your loan officers and processing team communicate with your clients and your realtors in the Sisu powered client portal. Sympli Mortgage also uses the latest loan origination software & mortgage CRM solutions - all integrated with Sisu to reduce data entry and streamline operations.
Talent Management, Operations, Legal & Compliance
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.
Inside Sales Agents
Each Sympli Mortgage business includes seasoned real estate and mortgage tenured inside sales agents to ensure that your current and past clients are rapidly connected and introduced to your LO on opportunities and to provide assistance on your real estate business so that you stay focused on what you do best. You have complete access to their performance with recorded calls and call details to ensure brand alignment.
Legal
From RESPA hardened operating and ABA agreements to entity formation for your Sympli Mortgage businesses, our tenured legal team has got you covered to ensure that legal compliance is always top of mind.
Talent Management
Our talent team takes care of all recruiting, reviews, training and compliance for all of our Sympli Mortgage businesses.
Licensing & Compliance
We stay on top of all LO’s licensing and compliance.
Finance
Banking
Our Sympli Mortgage team will take care of setting up bank accounts, providing online access to bank accounts, track deposits.
Payroll
We take care of all payroll for the LO and processing team.
Financials & Taxes
The Sympli Mortgage accounting and CFO team prepares monthly financial reporting including P&L, balance sheets, K-1's, tax reporting and filing for our Sympli Mortgage business partners.
Monthly Owner Distributions
We provide monthly distributions.