For new brokers

Start with people beside you.

The first year is easier when you have mentoring, file guidance, compliance support, and a clear business development rhythm.

Month 1

Set up, systems, compliance basics, and expectations.

Months 2 to 3

Scenario support, file process, lender learning, and an activity rhythm.

Months 4 to 6

Referral partner development and stronger client conversations.

Months 7 to 12

Business habits, confidence, quality files, and a growth plan.

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