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, Systems & 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 Brokerage Technology
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.
Technology & Support
It is vital that our technology team provides rapid and astonishing customer service to their customers... your LO's. We provide the latest and greatest systems with rapid technical support response times. We ensure that they have all the tools and support they need to guarantee a great closing experience for your clients.
Owner Masterminds & Coaching
Our JV partners are the best and brightest in the real estate industry. We coordinate regular masterminds with your owner peers and bring in top industry coaches to ensure that your mortgage brokerage succeeds and scales.
Loan Officer Masterminds & Coaching
Your LO's are the best in your local market - that is why you partnered with them to go into business with you at your brokerage. We want to keep them at the top of their game with regular coaching and peer masterminds.
Talent Management, Operations, Legal & Compliance
Mortgage Operations
We take care of all management and operations of your mortgage brokerage. From ensuring that our wholesale lenders are providing the best services, rates and processes, to executing partnerships with the national and your local lending partners - giving your LO all the products that they need to provide the best closing experience for your clients.
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.
Revenue Operations
Your real estate database is a gold mind of clients for your mortgage brokerage. We have the team, systems, intimate knowledge and integrations to every real estate CRM system and experience to capitalize on your years of real estate success.
Marketing
From marketing our Sympli Mortgage national brand to working with your individual LO's needs on marketing and promotion to their sphere and your database, we got you covered.
Inside Sales Agents
Every Sympli Mortgage business includes experienced real estate and mortgage inside sales agents who connect your clients to your LO and support your real estate business, so you stay focused on what you do best. You’ll have full access to their performance, including recorded calls and call details, to ensure brand alignment.
Talent Management
Our talent team takes care of all recruiting, reviews, training and compliance from the time we start your Sympli Mortgage brokerage to scaling it with additional LO's.
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.
Licensing & Compliance
We stay on top of all LO’s licensing and compliance.
Finance
Monthly Owner Distributions
The reward is in the ancillary revenue with monthly distributions.
Financials & Taxes
The Sympli CFO and accounting team prepares monthly financial reporting including P&L, balance sheets, K-1's, tax reporting and filing for our Sympli Mortgage business partners.
Payroll
We take care of all payroll, and employee benefits for the LO and processing team.
Banking
Our Sympli Mortgage team will take care of setting up bank accounts, providing online access, managing distributions and tracking deposits.