Tools for Loan Officers Considering a Move
Use these resources to evaluate compensation, licensing, onboarding, marketing and business-building opportunities.
Transition Checklist
Prepare your state licenses, pipeline review, referral database, technology access and onboarding questions.
Discuss transition →Revenue Share
Understand how recruiting may create additional income under the current NEXA revenue-share structure.
Read FAQs →Homebot
Ask about limited BREL-sponsored Homebot access for eligible Realtor relationship-building opportunities.
BDM Realtor Program
Learn about BREL's business-development marketer model for supporting Realtor relationships, subject to current program terms.
Training & Coaching
Prepare for onboarding, lender education and operational training available through NEXA and peer support.
Recommended Transition Checklist
- Current compensation agreement
- States where you are licensed
- Average monthly production
- Typical loan amount and product mix
- Current pipeline status
- Referral partner database
- Technology and CRM dependencies
- Processing / LOA needs
- Marketing and branding requirements
- Questions about W-2 / 1099 classification where permitted
Resource Center Roadmap
This first version is structured so downloadable PDFs, videos, official NEXA documents and a secure member area can be added later without rebuilding the site.