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 * CapOut
   
      
    * RevShare
    * Calculator
      

 * Compare Rates
   
      
    * CapOut Rates
      

 * LO Package
   
      
    * Business Development Referrals
    * Partner Perks
      

 * Fees
 * Discovery Call
 * Apply Now
   

   
 * CapOut
   
      
    * RevShare
    * Calculator
      

 * Compare Rates
   
      
    * CapOut Rates
      

 * LO Package
   
      
    * Business Development Referrals
    * Partner Perks
      

 * Fees
 * Discovery Call
 * Apply Now
   


PLAIN AND SIMPLY,
THE BEST LO COMP PLAN IN THE INDUSTRY

You as the Loan Officer will only pay $1,250 per file until reaching the annual
#CapOut, after which point all of the commission goes back to you.*

APPLY NOW


#CAPOUT AFTER CLOSING 16 LOANS

Client Direct Mortgage has the best LO Comp Plan in the industry. Loan Officers
have a flat payment of $1,250 per file. Once they reach the annual cap of
$20,000, all the loan income is directed to the Loan Officer. Simply put, upon
closing 16 loans, Loan Officers will reach the cap*. As a prerequisite to
joining Client Direct Mortgage,
a Loan Officer must have closed a minimum of six loans in the last 12 months.




COMPANY CAP AT $20,000

The annual corporate margin associated with any individual loan officer will not
surpass $20,000 for loans. Once this limit is reached, you, as the loan officer,
will start earning the corporate margin on all subsequent deals, in addition to
your regular compensation.

CONTROL YOUR COMP

After reaching your annual company compensation cap, any additional corporate
margin earned will be directly allocated to you. This represents a significant
increase in pay compared to other lender structures. You have the option to
retain the margin or enhance your rates. The bottom line is, you're in control!

MULTIPLE INCOME STREAMS

Elevate your earning potential through our RevShare Program. By recruiting Loan
Officers, you can earn residual compensation based on their production.




WHY IS THIS A GAMECHANGER?

Watch this video of our CEO, Ramon Von Walker, give an in-depth analysis.



WANT TO COMPARE RATES? SUBMIT A PRICING REQUEST HERE.

COMPARE RATES


CALCULATE HOW MUCH YOU'LL MAKE

CALCULATE HOW MUCH MONEY YOU ARE CURRENTLY LEAVING ON THE TABLE.

CALCULATE HOW MUCH YOU CAN EARN FROM THE REVSHARE PROGRAM.



Calculate RevShare
Calculate CapOut




GET EXCITED FOR THE GAME ON PLATFORM...

Our technology-focused company was built by a top originating Loan Officer for
Loan Officers that want to be at the top of their game. Check out the best Loan
Officer package in the industry for the money -- from the ones we've built from
scratch to our partnerships with enterprise-level systems. We provide everything
you need to get going immediately.


THE BEST LOAN OFFICER PACKAGE



MORTGAGE & REALTOR LEADS



ALL-IN-ONE TECHNOLOGY PLATFORM



LOAN ORIGINATION SYSTEM



PRODUCT PRICING ENGINE (PPE)




FULL SERVICE PROCESSING

STREAMLINED DISCLOSURE PROCESS

KNOWLEDGE BASE & SUPPORT

MORTGAGE & RECRUIT WEBSITE

MORTGAGE LEADS TOOLKIT

RECRUITMENT TOOLKIT





FOCUSED PIPELINE



MERIDIANLINK PRICEMYLOAN

DOCMAGIC

EXPERIENCED CONTRACT PROCESSORS

MOBILE WEBSITE

HELP YOUR CLIENTS CONNECT WITH YOU

ROBUST AUTOMATIC & VIRTUAL SUPPORT

ASSETS TO BUILD YOUR TEAM

MERIDIANLINK (LOS)

SALESFORCE (CRM)



LIVE COACHING & TRAINING

DAILY SYSTEMS AND SALES TRAINING

Download a Detailed Overview


GREAT PLATFORM
ENTERPRISE SYSTEMS
CHEAP PRICE


FEE OVERVIEW

$79 / MONTH (REQUIRED)


MONTHLY FEE

Our minimal fees give you access to the Loan Officer Package. Monthly recurring
fee must be paid by credit or debit card.


FEE OVERVIEW

$79 / MONTH (REQUIRED)


MONTHLY FEE

Our minimal fees give you access to the Loan Officer Package. Monthly recurring
fee must be paid by credit or debit card.


PROSPECTING STRATEGY PROGRAM FEE

$299 / MONTH (OPTIONAL)

Loan Officers can enroll in our Prospecting Strategy Program, an
all-encompassing package that provides extensive training on the most recent
loan products and strategies for reaching out to borrowers or realtors.

This includes:

 * 50 new realtor leads of eligible listings/month

 * Client Direct Call Center Agents call your realtor leads daily and transfer
   them to you on your dedicated Zoom phone/SMS app.

 * Every realtor lead/listing receives a property website and PDF showcasing the
   listing through your dedicated OSI Express Mortgage Flyers account.

 * Two co-branded lead funnels ($10 / additional funnels). See example.

 * Private Coaching Session with President & CEO, Ramon Von Walker (six year
   running Scotsman Guide Top Originator).



Check out our One+ Sales Strategy Facebook group to learn more about the
program.


GET YOUR REFERRAL PARTNERS PAID...


OUR BUSINESS DEVELOPMENT TEAM

You can get your current referral partners, like realtors, paid up to 1% of the
loan amount.

They'll join our Business Development Team and refer mortgage deals, whether
that client is seeking pre-approval or already in contract. It's a win-win for
you and your referral partners.

CLICK HERE TO LEARN MORE


NOW, LET’S DIVE INTO HOW OUR REVSHARE PROGRAM WORKS...


RESIDUAL INCOME


1


2

EARN INCOME ON LOS
YOU RECRUIT

You will earn 10 bps on closed loans for every LO you bring in.
This is called your Tier 1.

EARN INCOME ON THE LOS YOUR DIRECT RECRUIT BRINGS IN

When your direct recruit brings in LOs, you will earn 10 bps on their closed
loans.
This is called your Tier 2.

EVEN EARN INCOME ON YOUR RECRUITS, DOWNLINE LOS

When the LOs you recruit, begin to bring on LOs, you’ll earn 5 bps on those LOs.
This is called your Tier 3.


3


4

YOU'LL MAKE AT LEAST $185,000 EVERY YEAR!

When your downline LOs recruit five loan officers & meet the annual company
commission cap ($2 million loan volume), you hit $185,000 in RevShare comp and
keep earning more from there:

Tier 1 -> you earn 10 bps / deal = $10,000
10 bps (.1%) x $2 MM (LOs loan volume) = $2,000 per Tier 1 LO

Tier 2 -> you earn 10 bps / deal = $50,000
10 bps (.1%) x $2 MM (LOs loan volume) = $2,000 per Tier 2 LO

Tier 3 -> you earn 5 bps / deal = $125,000
5 bps (.05%) x $2 MM (LOs loan volume) = $1,000 per Tier 3 LO


APPLY HERE

Share the love and spread the word!  As other loan officers come onto our
platform driven by your referral, you'll grow another stream of income. Lets
break down our RevShare Program.


COMPANY COMMISSION CAP FEE

After you meet your $20,000 annual maximum company cap, all net compensation
goes back to you for the remainder of the year. You'll then incur a minimal
Company Commission Cap Fee on the remaining deals you close that year. The more
deals you close, the lower your per-deal fee.

$399 / PER DEAL

On loans 0-12, after you've met your annual Company Commission Cap Fee.

On loans 13+, after you've met your annual Company Commission Cap Fee.

$99 / PER DEAL

These fees are waived until February 28th, 2024.**


LEVEL UP TO A
PREMIER STATUS...


EARN YOUR WAY TO PREMIER STATUS

Let us help you save time and grow your line with a dedicated support and
concierge team that helps you build your downline. The Loan Officer Premier
Statuses reset each year.


DIAMOND


PLATINUM


GOLD


SILVER

RECRUIT 10+ LOAN OFFICERS WHOM ALL REACH THE ANNUAL COMPANY COMMISSION CAP

RECRUIT 5+ LOAN OFFICERS WHOM ALL REACH THE ANNUAL COMPANY COMMISSION CAP

IT ALL STARTS HERE- EVERY LOAN OFFICER BEGINS AT SILVER STATUS

BENEFITS

 * Dedicated Recruitment Concierge (40-hrs per quarter)

 * Prioritized Marketing Support (40-hrs per quarter)

 * Reduction of fees

BENEFITS

RECRUIT 5+ LOAN OFFICERS

BENEFITS

APPLY HERE

 * Recruitment Concierge (20-hrs per quarter)

 * Marketing Support (20-hrs per quarter)

 * Recruitment Concierge (5-hrs per quarter)

 * Marketing Support (5-hrs per quarter)


JOIN THE "BEST LO COMP IN THE INDUSTRY" FACEBOOK GROUP



WANT TO COMPARE RATES? SUBMIT A PRICING REQUEST HERE.

COMPARE RATES



CLICK TO JOIN THE CONVERSATION AND LIVE WEBINARS


WATCH OUR PREVIOUS WEBINAR


GET STARTED

Interesting in learning more? Click the button, complete the form and we'll be
in touch.


APPLY HERE


LOCATION

2700 Ygnacio Valley Rd. Suite 255
Walnut Creek, CA 94598

CONTACT

619-486-5559
eric@clientdirectmtg.com



Copyright ©2024 | Client Direct Mortgage
Equal Housing Lender | NMLS #1065732
Licensed In: AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IA, KS, KY, LA, MD, ME, MI,
MN, MS, NE, NJ, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY & WV |
nmlsconsumeraccess.org

Privacy Policy

*#CapOut = closing 16 non-del loans, once capped-out, broker loans are included.

**Valid for new loan officers joining the company.

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