Pricing and product access
How scenarios are placed, options are compared, and an originator can compete.
Operations
Responsibilities, processing coordination, file communication, conditions, and closing preparation.
Business development
Your referral base, database, content, partner education, lead opportunities, and marketing plan.
Economics and role structure
Compensation, expenses, classification, benefits information, licensing, support, and expectations.
Client relationships and transition
Database use, referral continuity, active pipeline, systems, onboarding, and a practical start plan.