Brokerage Systems Archives

Why Mortgage Brokers Need to Get Smart About Adopting New Tech

by SamPanettaBROKERCOACH

28 Oct/25

Blog, Brokerage Leadership, Brokerage Systems

I reckon we do have to adopt new tech in the mortgage biz.If we don’t, we run the risk of getting left behind. Typically, I see it run one of three ways: 1️⃣ The Non-AdopterThis is the broker still sending apps to the bank via carrier pigeon.Usually great at doing…

Team, Tech, Tools: The Triple Threat That Shapes Business Systems

by SamPanettaBROKERCOACH

No Comments

24 Aug/25

Blog, Brokerage Systems

If we’re aiming to build a brokerage that runs clean, handles volume, and doesn’t rely on us being across every file — this is the trio we need to get right: team, tech, tools. We talk a lot in BROKER COACH about five-star experiences and building valuable businesses. Not more…

Building a Seamless Onboarding Process Without Getting Buried in It

by SamPanettaBROKERCOACH

No Comments

14 Jul/25

Blog, Brokerage Systems

If we’re pushing toward $5M, $8M, $10M a month in volume, onboarding can’t just be “something we’re across.” It has to run clean — consistent, high-touch for the client, and light-touch for us. That means we’re still the one owning the relationship, the education, the reassurance — but the heavy…

Progress Over Perfection: How We Actually Build Systems That Evolve With Us

by SamPanettaBROKERCOACH

No Comments

14 Jul/25

Blog, Brokerage Systems

There’s this pressure floating around that we need a perfect backend before we bring people in. But if you’ve written any real volume — and I mean $4M, $6M, $8M a month — you already know that waiting for perfect just delays progress. At $2M/month, we can white-knuckle it. Manual…