For Mortgage Firm Owners & Branch Managers

Producers reached. Interviews booked. Roster growing. One system does it all.

A recruitment page that sells the move, campaigns that reach producing LOs who aren’t looking, and AI that qualifies and books them. Built and run for you. You make the hire.

Recruitment page· Campaigns· CRM· AI qualification· Follow-up
A new candidate, inside BrokerFlo
Live
🎯
Tue 8:02 PM
Marcus, a producing LO across town, sees your recruitment campaign
⚡
8:03 PM · 38 sec later
He opts in. Your AI assistant texts back & qualifies
Hey Marcus, got your note. Quick one: are you currently licensed and producing? If so, grab a time with the owner here.
📅
8:09 PM
Marcus books Thursday, 11:00 AM, on your calendar, confirmed.
👤 4 qualified LOs booked this week. Zero résumés screened.
Built by the team behind growth at
Orbis Mortgage Brokerage
Swyft Mortgage
DK Capital Partners
Orbis Independent Mortgage Group
Transworld Business Advisors
Who it’s for

Built for firms who want
more producers, more volume.

This is a high-touch build for firms serious about growing their roster. We take on a limited number of firms at a time, so here’s who it’s for.

✓ This is for you if

Mortgage firm ownersBranch managersBrokerage owners
  • You want to add 2–10 producing LOs or brokers this year
  • You have a real reason a producer should join you, comp, support, culture, growth
  • You’re done paying recruiters per placement
  • You’ll show up to the calls and sell your firm
  • You can invest in a one-time build, plus ad spend paid directly to the platforms

✕ Not a fit if

  • You want someone else to interview and close the hires
  • You’re looking for one hire, one time
  • You want unlicensed or brand-new agents (we target producers)
  • You’re shopping for the cheapest option, not the one that works
  • You won’t commit ad spend to reach candidates
The real problem

Most firms still hire
like it’s 2015.

Your growth is capped by headcount, and headcount is capped by how you recruit. More producing LOs means more funded volume. The problem is the three ways firms try to hire.

PAIN 01

Job boards send you résumés, not producers.

Indeed and LinkedIn postings attract people who need a job. The LOs you actually want, the ones closing 3, 5, 10 files a month, already have one. They never see a job ad, and if they do, they don’t apply.

✓ The BrokerFlo fix

Precision recruitment campaigns on Meta, Google and LinkedIn that reach licensed, producing LOs, whether or not they’re “looking.”

PAIN 02

Recruiters cost a fortune and leave nothing behind.

$8,000–$15,000 to place one LO. No system. No pipeline. No repeatability. Six months later, you’re paying the same fee again for the next hire.

✓ The BrokerFlo fix

A recruiting machine you own, landing page, pitch, CRM and campaigns, that keeps producing candidates for less than one placement fee.

PAIN 03

You’re the recruiter. On top of everything else.

Sourcing, messaging, chasing, screening, scheduling, on top of running the firm. Recruiting happens in the cracks, which means it happens inconsistently, which means it barely happens.

✓ The BrokerFlo fix

We do everything up to the conversation. Qualified LOs land on your calendar. You sell them on joining your firm, the one thing only you can do.

One recruiting machine. Only for mortgage. Run for you.

We know your world

We know why producers move.
And why most never do.

A producing LO doesn’t leave a book of business for a job ad. They move when someone shows them a better deal on the things they actually weigh. Your recruitment system is built around those levers.

💰

Comp & Splits

What they keep per file, how it’s structured, and how it grows with volume. The first number every producer checks.

🏦

Lender Access & Pricing

The lender panel, the rate sheet, the products they can offer. Better tools win more deals for their clients.

📋

Processing & Turn Times

Who handles the paperwork and how fast files close. Admin they don’t do is time they spend originating.

📈

Lead & Marketing Support

Leads, brand and systems they can’t build alone. Producers move to firms that feed their pipeline.

🧭

Leadership & Culture

Who they report to, how they’re treated, and whether the firm is on the way up. People join people.

🔒

Switching Risk

Their book, their clients, their licence transfer. The fear of a messy move stops more hires than comp ever does.

In your strategy session, we find the two or three levers where your firm clearly wins, then build your page, video and campaigns to lead with them. That’s why producers who weren’t looking still book the call.

The difference

You only talk to LOs
who are already in.

A job board hands you 40 résumés to screen. BrokerFlo hands you the four who are licensed, producing, interested in moving, and already on your calendar. Every step before the conversation is handled.

01REACH

Targeted campaigns put your firm in front of licensed, producing LOs and brokers in your market.

02PITCH

Your recruitment page and video sell the move, comp, culture, support, growth, before you ever speak.

03QUALIFY

AI qualification confirms licence, production and intent in 60 seconds, by text.

✓BOOKED

On your calendar. You have the conversation. You make the hire.

How the engagement works

One build. 60 days managed.
Then we keep it full.

No mystery retainer from day one. You pay once to build the machine, we run it for 60 days to prove it, then you decide how hard to scale.

Days 1–14

We build the machine

One-time build

Strategy first, then everything a producer sees and every step after they raise their hand.

  • Ideal LO profile & your winning levers
  • Recruitment page & video pitch
  • CRM, AI qualification & self-booking
  • Campaigns on Meta, Google & LinkedIn
Days 15–60

We launch and manage it

Included in the build

Campaigns go live. Qualified LOs start landing on your calendar. We optimize every week.

  • Fully managed campaigns
  • Weekly optimization & reporting
  • Pitch refined from real candidate calls
  • Guarantee window: 2 qualified LOs
Day 61 onward

We keep it full and scale it

Monthly retainer

You’ve seen it work. Now we keep producers booking and grow into new markets and roles.

  • Ongoing campaign management
  • New markets, roles & branches
  • Creative refreshes & testing
  • Monthly strategy with your team
One system. All in one.

Your complete recruiting system.
Built for you. Run for you.

Strategy, landing page, video pitch, CRM, AI qualification and campaigns, one connected machine, built by the team behind Canada’s #1 fastest-scaling brokerage. Here’s what you get, and what each piece does for you.

Live in 14 daysEverything connectedManaged for youYou own it all
🌐Dedicated recruitment landing pageThey see an offer worth moving for, not a job postIncluded$3,500
🧭Recruitment strategy & market planYour positioning, target LO profile and 90-day plan, mapped before we buildIncluded$5,000
🎬Video pitch & self-qualifying booking flowProducers hear your story and book themselvesIncluded$2,000
🤖CRM + AI candidate qualificationEvery candidate answered in 60 seconds, screened and booked, 24/7Included$2,500
📡Recruitment campaigns: Meta, Google & LinkedInBuilt, launched and fully managed for your first 60 daysIncluded$4,000
📞Missed-call recovery & automated follow-upNo candidate goes cold while you’re closing filesIncluded$1,000
📊Live candidate pipeline & weekly reportingYou always know exactly where every LO standsIncluded$1,000
🎁Bonus: LO onboarding & retention sequenceNew hires ramp faster and stay longerIncluded$997
Total build value$19,997
Your investment
The full build, for less than
the cost of one placement.One-time build · includes your first 60 days fully managed

The outcome: licensed, producing LOs booked on your calendar, week after week. After day 60, a monthly retainer keeps the machine running and scaling. Ad spend is paid directly to the platforms from your account.

✓  60-day money-back guarantee: at least 2 qualified loan officers ready to sign, or 50% of the build back.
Producing LOs onlyBooked on your calendarDone for you
Book a Strategy Call
Who’s behind this

The team behind
Canada’s #1 fastest-scaling brokerage.

Mortgage and finance brands that trust us with their growth.

Orbis Mortgage Brokerage
Swyft Mortgage
DK Capital Partners
Orbis Independent Mortgage Group
Transworld Business Advisors
Case Study · Orbis Mortgage Group

100+ producers recruited in 24 months. One system.

Orbis needed producing LOs, not résumés. We built the recruitment page, pitch, campaigns and follow-up, and ran it every week. BrokerFlo is that exact system, built for your firm.

100+LOs & brokers recruited
in 24 months
1System: BrokerFlo, built
specifically for mortgage
“

Seven years in, they’re still a true extension of our marketing team, reliable, strategic, and always raising the bar.

Megan Martin
Marketing Director · Orbis Mortgage Group
“

Highly organized, professional, and operates with integrity, exactly the partner you want when your brand and reputation are on the line.

Daniel Kozel
Founder · DK Capital Partners
“

They transformed our digital presence, web design, strategy and content that genuinely reflects who we are as a firm.

Sal Majzoub
Managing Partner · Transworld Business Advisors
“

From video to social to web, every deliverable has elevated my business.

Gerlando Baronello
Owner · GB Realty
The investment

What it really costs
to recruit on repeat.

To run LO recruitment properly, most firms end up stitching together an agency, freelancers, software and a recruiter. Here’s the monthly bill.

Assembling it yourself, monthly

Recruitment ad agency (Meta, Google, LinkedIn)$3,000–5,000
Creative & content freelancer$1,500
Landing page & funnel upkeep$1,000
CRM, automations & software$500
Recruiter fees, one hire a quarter$2,700–5,000
Every month$8,700–13,000

Five vendors, five invoices, and you’re the one making them work together.

BrokerFlo, one team

Recruitment strategy & positioningIncluded
Recruitment page, video pitch & creativeIncluded
Campaigns built, launched & managedIncluded
CRM, AI qualification & self-bookingIncluded
Weekly reporting & strategy callsIncluded
One-time build.You own the system.

Built and managed for 60 days for less than a single placement fee. Then one team and one retainer instead of five invoices.

One top-producing LO doing $2M a month in volume generates $15–20K a month for your firm. One hire covers the system. Every one after that is upside.

60DAY MONEY
BACK
The BrokerFlo 60-Day Money-Back Guarantee

At least 2 qualified loan officers ready to sign within 60 days, or 50% of the build back.

Qualified means licensed, active, and completed an interview with you. No fine print beyond that. We carry the risk, not you.

Book a Strategy Call
Once your machine is running

Recruit first.
Then scale the whole firm on it.

Most firms start with the recruiting machine. Once it’s running, the same infrastructure grows everything else.

Phase 1 · Your foundation

BrokerFlo Recruit

The complete LO recruiting machine, first sprint live in 14 days, managed for you.

  • Recruitment page, video pitch & CRM
  • AI qualification & self-booking
  • Managed recruitment campaigns
→
Questions

Frequently asked.

What does it cost?
A one-time build, scoped to your markets and hiring goals, that includes your first 60 days of fully managed campaigns. It comes in under what you’d pay for a single placement. After that, a monthly retainer keeps the machine running. For context, a recruiter charges $8,000 to $15,000 to place one LO. Exact numbers on your strategy call.
What happens after the first 60 days?
By then you’ve seen the pipeline work. You move to a monthly retainer where we keep campaigns managed, optimized and scaling into new markets, roles or branches. We scope it together based on how many LOs you want to add next. Everything we built stays yours either way.
How much is the ad spend?
Plan for roughly $100–$200/day across Google and Meta, paid directly to the platforms from your own account. That’s the fuel that puts your firm in front of producers at volume. You control the budget; we run everything.
Do you recruit the LOs for us?
No, and you wouldn’t want us to. We do everything up to the conversation: find them, pitch them, qualify them, book them. You sell them on joining your firm. Nobody can do that better than the owner.
What counts as a “qualified” LO?
Licensed, actively producing, and completed an interview with you. That’s the bar for the guarantee, no fine print beyond it.
How is this different from a job posting?
Job postings attract people who need a job. Producers already have one. We run targeted campaigns that reach licensed, producing LOs whether or not they’re actively looking, and sell them on the move before they ever speak to you.
How fast will we see candidates?
First sprint, strategy, recruitment page and campaigns live, within 14 days of signing. Candidates typically start booking within the first few weeks of campaigns running.
Do you work in my market?
Yes. We build around your market, your licensing and your regulator’s advertising rules, wherever you operate. You approve everything before it goes live.
Why not just hire an in-house recruiter?
A good in-house recruiter costs $70K+ a year before benefits, still needs a page, a pitch, campaigns and a CRM to work from, and leaves with the knowledge when they go. BrokerFlo gives you the whole machine, run by a team, for a fraction of that.
Who owns the accounts and data?
You do. Ad accounts, candidate list, pages, pipeline, all yours. We build and operate; you own.
Now onboarding · Mortgage firms & branches

Stop hiring one at a time.
Start recruiting on a system.

Book a 30-minute strategy call. We’ll map your ideal LO, find the levers where your firm wins, walk you through the numbers and confirm it’s a fit.

Book Your Strategy Call

Step 1 of 2, then pick a time on our calendar.

No pressure. If it’s not a fit, we’ll tell you.

✓

You’re in.

Taking you to the calendar… If nothing happens, we’ll reach out within one business day.