No NMLS license. No warehouse line. No prior deals required. Two playbooks covering every step — from legal launch to full borrower acquisition pipeline.
Volume I launches the business. Volume II fills the pipeline. Buy one or both.
Everything you need to legally launch and close your first deal — state map, lender panel, templates, compliance, and a 90-day startup plan.
12 chapters covering 9 lead channels — from wholesaler partnerships to cold outreach to content inbound. The pipeline-building operating system.
What this pays, why now, who should not buy it. The Sarah case study ($6,660, 60 days). Income trajectories: $60K–$300K annual range.
Business-Purpose Exemption in plain English. Federal compliance layer. 8 critical operating rules. Objections answered with statute citations.
Full 38 green / 3 yellow / 10 red classification with statutory basis. Advance fee laws, owner-occupancy traps, and usury ceilings mapped.
Top 5 Day-1 lenders. Full 17-lender database with compensation patterns. Excluded lenders and why. Submit deals from Day 1.
10 ready-to-use templates: borrower intake, Section G consent, lender vetting, deal submission, 5 outreach scripts, 14-day follow-up. Tech stack: $43.78/mo.
Three worked examples: Texas fix-and-flip ($6,660), Ohio DSCR purchase ($4,160), Georgia DSCR cash-out refi ($4,650). Rate reference sheet.
9 templates: attorney question bank, GLBA Privacy Notice, 7 website legal pages, FTC Safeguards Rule, breach response, broker agreement red flags, E&O guide.
First 7 days. First 30 days. First 90 days with 8 KPIs. LLC formation and bank account setup sequence. The discipline that turns one deal into a pipeline.
Channel-by-channel operating playbooks. Setup, scripts, compliance, KPIs, and scaling triggers for every acquisition channel.
Ranked lead sources from highest to lowest quality. Wholesaler partnerships at top, content inbound at base. Know where to invest day 1.
The #1 channel — cold outreach to preferred partner. Scripts, value proposition framing, and the referral agreement template.
The 5-minute response system. Notification stack, pre-written responses, qualification script, handoff protocol. Get there first, every time.
Copy-paste scripts for every channel: cold call, email, social DM, in-person introduction, and multi-touch follow-up sequences.
Weekly KPIs, daily activity numbers, operating rhythm dashboard. From "I just got my broker agreement" to "I have a funded deal."
Every number sourced from verified lender compensation tables.
Based on verified lender compensation tables. Results depend on effort, market, and file quality.
DSCR and fix-and-flip loans are exempt from NMLS licensing in most states because they're business-purpose loans to investor entities — not consumer mortgages. However, 12 states require a mortgage broker license even for business-purpose DSCR origination. Volume I maps every one of those states with the specific licensing requirements.
Volume I first — always. It confirms your state is green, sets up your legal structure, connects you to the lender panel, and gives you the templates to close your first deal. Volume II is the borrower acquisition system you layer on once you're operational. Trying to run pipeline before you're structured is how new brokers get in trouble.
No. Volume I starts with the business model from first principles. The lender panel, deal math, and compliance framework are all explained without assuming prior industry knowledge. What you do need: $2,500–$3,000 to launch properly and the willingness to follow a structured 90-day plan.
Both volumes are delivered as comprehensive PDFs via Gumroad — instant download after purchase. No drip schedule, no login required. You get the full document immediately.
A single funded deal commission is $3,000–$15,000. A coaching program covering the same material runs $2,000–$5,000. These playbooks contain the complete operational system at a price that pays for itself 60x to 300x on your first deal. $29 filters out people who won't do the work. That's intentional.
Every week without a lender panel is a week without a funded deal. The system is ready. $29 gets you started today.
Instant PDF · Secure Gumroad checkout · One-time payment