Opening a Retail Mortgage Branch Office

To start the process of opening your own retail mortgage branch, simply make contact with us by phone, email or in person. At Southwest Funding we aspire to create a union that will provide great benefits to you, as well as to us. When you first contact us we will explore your current situation and discuss any questions you may have about working with Southwest Funding. The purpose of this initial discussion is to see if a working relationship would be a good fit for both parties and to see how we might be able to help you grow your career.

We encourage you to review our branch manager minimum eligibility requirements and current licensed states to find out where we are opening offices.

Following our initial discussion, you may find that you have more questions about working with us. We are openly available to answer your questions by phone and email, as well as in-person to discuss the potential opening of your retail mortgage branch. We want you to feel that you will have security and branch support om working with us and we openly encourage new applicants to speak with some of our current branch managers to find out about their experiences. We are more than happy to provide you with references from our branch managers, so please ask for their contact information. For that extra bit of security on both of our parts we encourage you to visit our corporate office in Dallas, Texas to meet our extraordinary team. While it is not required that you come down to our corporate office, we find that personal meetings can be very beneficial to opening your new mortgage branch office.

If you are happy that a Southwest Funding mortgage banking branch is the right choice for you then we will need the completed application package mailed back to our office so we can process your application promptly. Unlike some of the competition there is NO FEE for you to apply. The application package will contain forms that have to be signed along with requests for personal information so we can evaluate your experience, character, financial stability and other elements that will be critical for your success when opening a retail mortgage branch. We aim to have application packs processed within a couple days, but this is dependent on the responsiveness of your references and the accuracy of the information you have provided us with.

A decision will be made by our executive team to extend an approval offer. Upon approval, we will work with you to transition to Southwest Funding. This includes getting set up on our intranet and web based LOS, marketing platform, license transfers, branch employee hiring, payroll, compliance and all other areas necessary to ensure your success. We have set up hundreds of offices over the years and will help make your transition as smooth and as quick as possible.

Our team is dedicated to your success and will help in any way we can. Contact us today to find out if starting a Southwest Funding mortgage banker branch is right for you