Know the financing side.
Your experience with buyers is a starting point. Learn the mortgage fundamentals while reviewing the separate license and permissions needed to originate.
GET LICENSED / YOUR NEXT CHAPTER WITH JEFF
Open the door to
mortgage origination.
Already helping people buy homes—or ready for a different career? Explore a structured way to learn the mortgage side, prepare for the SAFE exam, and understand the steps toward an MLO license.
Jeff duPont is your connection for a conversation about the path. Training is provided by BrokerX with OnCourse Learning; eligibility and state approval are separate.
A PRACTICAL PLACE TO START
Learn the work.
Understand the commitment.
BrokerX pairs foundational education with exam preparation, study resources, practice tests, optional tutoring, and on-site skills development. Start with the provider’s introduction before choosing a cohort.
Read the provider course overviewGive your next move structure.
A defined curriculum and study plan can make a new field easier to evaluate. Consider the time, costs, and responsibilities before committing.
Build before you begin.
Study first, then plan for licensing and approved onboarding. Explore the work without assuming automatic employment, leads, or income.
ORIENTATION + WEEKS 1–5
A clear sequence.
Not a licensing countdown.
Use the provider’s current cohort calendar. Exam appointments, travel, application review, and license approval follow their own timelines.
- BEFORE WEEK 1
Orientation
Review eligibility, program requirements, and SAFE exam registration before coursework begins.
- WEEK 1
Build your foundation.
Begin the foundational mortgage education through OnCourse Learning.
- WEEK 2
Complete core education.
Continue the 20-hour NMLS-approved pre-licensing coursework. Confirm any additional state education.
- WEEK 3
Review what you learned.
Use exam-preparation resources to revisit concepts and identify areas needing more study.
- WEEK 4
Practice. Prepare. Test.
Work through practice tests and review, followed by scheduled SAFE testing. Confirm your cohort’s exam plan.
- WEEK 5 / COHORT DATES
Develop practical skills.
The roadmap includes three-day Success Track training at UWM headquarters in Pontiac, Michigan. Actual travel and class dates may differ.
MATCH THE COURSE TO YOUR CALENDAR
Choose how you learn.
Know what you’re paying.
Both paths have attendance or completion requirements. Independent learning is flexible within a deadline—not unlimited access to finish whenever you want.
LIVE LEARNING
A scheduled classroom rhythm.
- Choose an AM or PM session.
- Full attendance with your camera on.
- No mixing AM and PM sessions.
Best to consider if you can protect a consistent block of time.
INDEPENDENT LEARNING
Your study time. A firm deadline.
- Prerecorded coursework.
- Published window starts Monday at 1pm ET.
- Closes on day 14 at 11pm ET.
Best to consider if you can manage your own study schedule.
Confirm current session times, deadlines, availability, and attendance terms with BrokerX before purchasing.
EDUCATION IS ONE PART OF THE PROCESS
From studying
to being authorized to originate.
Completing the course, passing the SAFE exam, and receiving a state license are distinct milestones. Use this checklist to prepare—not as a substitute for your state’s requirements.
- 01
Confirm your requirements.
Check eligibility and the requirements for each state where you intend to originate. A real estate license is not an MLO license.
- 02
Complete required education.
Finish the 20-hour pre-licensing course plus any state-specific education. Course completion alone does not authorize origination.
- 03
Pass the SAFE exam.
Schedule and pass the required exam. Preparation and practice tests do not guarantee a passing score.
- 04
Apply and complete checks.
Complete the NMLS MU4 application, required background and credit checks, and applicable fees. State requirements vary.
- 05
Secure approval and sponsorship.
Obtain state license approval and required employer sponsorship or activation. Do not originate until all required authorizations are in place.
AFTER REQUIRED APPROVALS
Then choose how you want to work.
Explore the licensed-MLO opportunity or the separate MLO + Jeff LOA workflow. Each requires appropriate licensing, sponsorship, and approved onboarding.
BEFORE YOU COMMIT
Good questions.
Straight answers.
Will I be licensed in five weeks?
Not necessarily. Five weeks describes the training roadmap, with orientation beforehand. Education, passing the SAFE exam, checks, application review, state approval, and necessary sponsorship remain separate. Neither a license, a passing score, nor income is guaranteed.
Can I pursue this if I’m a real estate agent or changing careers?
It is a path to explore, not universal eligibility. Confirm your state’s MLO requirements and any restrictions relevant to your current real estate role or employment. A real estate license does not authorize mortgage origination.
Does the course cover every state’s education requirements?
The program includes 20 hours of NMLS-approved pre-licensing education. Your state may require additional education, fees, or other steps. Check your intended states before enrollment and confirm how the coursework applies to your application.
How does Success Track travel work?
The program includes three-day training at UWM headquarters in Pontiac, Michigan. UWM coordinates travel after completion of the 20-hour course. Confirm actual dates, covered arrangements, and your own expenses; do not assume every travel cost will be reimbursed.
What if I need to cancel or lose eligibility?
The published FAQ generally requires cancellation one week before the start for a full refund. Forfeiting eligibility mid-program is described as non-refundable. Review the current cancellation and eligibility terms (new tab) before paying.
Does contacting Jeff complete my enrollment?
No. A call, text, or calendar appointment is a conversation—not completed registration. “Explore enrollment” gives you the provider’s self-enrollment option or a Jeff-assisted path. Confirm your selection, eligibility, and payment requirements directly with the provider.
Course details adapted from the BrokerX course overview (new tab) and published FAQs (new tab), reviewed November 6, 2026. Confirm current terms before enrolling.
YOUR NEXT CHAPTER / WITH JEFF DUPONT
Start with clarity.
Then take your next step.
Bring your questions about training, your state, and the work you want to do. Explore enrollment on your own or talk with Jeff before deciding.
Schedule a call with Jeff Contacting Jeff is not completed enrollment. Training does not guarantee licensing, employment, or income.