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Mortgage brokers share the blueprint for breaking out of retail 

May 30, 2025By

Transitioning from the structure of a retail mortgage company and striking out on your own at an independent brokerage brings its own set of challenges — from selecting a tech stack to navigating unexpected hurdles and figuring out which resources to tap into. Three former retail loan officers shared their reasons for leaving the structure of large lenders to launch independent brokerages.

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