PATH 01
ORIGINATE YOURSELF
Do the loan yourself.
Explore the MLO path if you want to understand the producer role, the questions to evaluate, the tools to use, and the MLO Zoom conversation.
Explore MLO pathFOR CONNECTORS
Choose the loan path that fits your business.
As a Realtor or RELO, you have two clear ways forward: follow the MLO path to do the loan yourself, or explore the MLO + Jeff path to partner with Jeff on the defined workflow.
CHOOSE YOUR PATH
Two ways to move from real estate into the mortgage conversation.
Start with the route that matches the role you want to hold. Each page explains the next questions and actions in more detail.
PATH 02
PARTNER WITH JEFF
Use the MLO + Jeff workflow.
Explore the defined MLO + Jeff path to see the post-application support workflow, responsibilities, portal visibility, and the questions to bring to Jeff.
Explore MLO + JeffREALTOR / RELO GUIDE
Make the choice with the client experience in mind.
The two routes are different. Use this guide to identify which conversation should happen first and what to bring into it.
WHO THIS IS FOR
Start with fit.
Realtors, RELOs, and real-estate connectors deciding whether to develop their own MLO path or explore a defined partnership workflow with Jeff.
WHAT TO REVIEW
Evaluate the friction.
The role you want to play, licensing and company requirements, the client handoff, workflow ownership, and the degree of operational support you would need.
WHAT TO BRING
Make the first call useful.
Your current experience, client questions, desired involvement, the handoff points that feel unclear, and the outcome you want to improve.
SUPPORT TO DISCUSS
Choose one next step.
Choose the MLO path for the producer route or the MLO + Jeff path for the workflow partnership, then book time with Jeff if you need help choosing.
Schedule with JeffNOT SURE WHICH PATH FITS?
Talk through the choice with Jeff.
Bring your current role, the client experience you want to create, and the questions you have about doing the loan yourself or partnering with Jeff.