Mortgage Broker Onboarding — Network Activation & Authorization

A 60-day onboarding plan for newly authorized mortgage brokers joining the aggregator network. Compliance: NMLS licensing verification, state-specific mortgage broker authorization, BSA/AML obligations, and RESPA disclosure requirements. Clarification: CRM provisioning, loan submission workflows, product guidelines, and commission/clawback structures. Culture: aggregator brand standards, broker code of conduct, and referral partner expectations. Connection: introduction to dedicated support contact, compliance officer assignment, and peer broker network access.

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