Real mentorship. From the people who’ve done it.
Two decades of experience. Thousands of funded mortgages. Monthly 1-on-1 with our Broker Manager — every agent, no exceptions. Senior mentor pairing, deal shadowing, anonymous file reviews.
Published, transparent tiers from 60% to 100% — the same for everyone, never negotiated behind closed doors.
Direct, ongoing one-on-one coaching from our Broker Manager (20+ years) and senior brokers — included, never an add-on.
Your $150/month platform fee is fully refunded once you fund $10M (or 15 deals) in a year — so producing agents pay $0.
A no-penalty 3-month trial: try us, and leave in your first 3 months with 30 days' notice. No exit fee. (Standard term agreement after the trial.)
Earn beyond your own deals: a Growth Plan for building a team, and a Performance Plan tied to your production. Real extra income — details from the office.
Mentorship that builds your brand and your lead flow — not just your files.
This is the part most brokerages don’t offer at all. One-on-one mentorship from an industry professional with 20-plus years and thousands of funded deals — focused on developing your personal brand, growing your business, and generating your own leads. It is absolutely free.
Personal brand development
Your positioning, your niche, your story. We help you build a personal brand clients remember and refer — on an SEO-ranked subdomain, on social, and in content that actually sounds like you.
Lead-generation coaching
Where your next ten deals really come from: realtor and referral partnerships, database reactivation, content that ranks, and a follow-up system that converts. Practical playbooks, not theory.
Business growth strategy
A real plan to grow your book quarter over quarter — pricing your time, picking niches, building partnerships, and scaling without burning out.
From a 20+ year industry pro
Your mentor isn’t another new agent reading a script. It’s a seasoned professional with two decades in the business, sitting across from you — at no cost, ever.
24/7 access to the Broker Manager
Support that doesn’t clock out. When a deal is on the line or a client needs an answer now, the Broker Manager is reachable around the clock.
Brand launch kit included
Free professional business cards and a professional headshot to launch your brand the day you start — no invoice, no catch.
Mentorship isn’t a perk. It’s the foundation.
Most brokerages call something ‘mentorship’ and never schedule it. We made it structural. It’s on your calendar before you fund your first deal.
Monthly 1-on-1 · our Broker Manager
45-minute structured check-in. Last 30 days reviewed, next 30 days planned. Goals set, skills to develop, strategic plays. Every agent. Every month.
Senior mentor pairing
You get paired with a senior producer in your region or specialty on day 1. Tactical questions go here. Most senior mentors prefer text/Slack to scheduled calls — fast answers.
Deal shadowing
Sit in on live underwriting Mondays + Wednesdays with our Broker Manager. Watch real files structured in real time. The fastest way to learn what good looks like.
Anonymous file reviews
Once a week, anonymized files (yours and others') are reviewed by senior brokers in front of the whole agent group. Learn from everyone’s mistakes without anyone being on the spot.
Open office hours · weekend
Saturday weekend intensive is partly training, partly drop-in office hours. Bring your file, get eyes on it, leave with a path forward. Open to all agents.
Quarterly top-producer rounds
Once you cross the volume threshold, you're invited to quarterly round-tables with our most senior agents and commercial team. Network compounds.
Tactical AND strategic. Every single time.
- Last 30 days · deals funded, lost, stuck (and why)
- Pipeline forward-look · what's at risk, what's likely to fund
- Specific files you want a senior brain on
- Personal goals you set last month — hit, miss, blocker
- Skill you want to develop in the next 30 days (specific)
- Niche or product line you're considering adding
- Strategic plays for next quarter — book growth, partnerships, content
- Anything personal that's affecting work (we’re humans)
- Course / designation / CE you want to pursue
- What support you need from the brokerage to hit your next number
“I was stuck at the same volume for 4 years at my previous brokerage. Three months into Mortgage Squad Advisors and our Broker Manager pointed at three things in my pipeline I'd never seen — fixed all three. Up 35% year-over-year. The mentorship is the unlock.”
Common questions about mentorship.
Want to meet the mentor team before you commit?
Apply confidentially. We'll book you a 30-minute conversation with our Broker Manager so you can judge for yourself.