TPO Portal

Empowering Broker Success

Tools, Training, and Tactics to Put You in the Best Position to Succeed.

“Having been a mortgage broker myself, I will always make a point of serving the broker community to the highest extent possible.”

Eddy Perez


Consumers win by working with Brokers simply due to the fact that brokers can provide many different options. That is why I am proud to be the ALL-IN-ONE partner for mortgage brokers.” 

Kevin DeLory

Chief Lending Officer, EPM

group of mortgage broker working together

Create Your 2022 Mortgage Broker Training Plan

Training is a critical component of your business as a mortgage broker. You must complete your required courses to keep your license up to date and remain aware of new developments in the industry.

How to Use Surveys to Grow Your Business

How do you get feedback from your borrowers? Follow-up surveys after you close can give you valuable information about your business that can guide its growth. You can also use your surveys to make it easy for borrowers to refer friends and family looking to buy or refinance.

surveys for mortgage broker
Happy husband and his wife sign a mortgage

Inclusive Lending Practices

Are you set up to serve all potential borrowers in your area?

We continue to see data that show discrepancies in how lenders treat members of different ethnic groups and people with disabilities for home loans. You have the opportunity to set yourself up to help local borrowers get better deals and better treatment than they might get elsewhere.

Harness the Power of Local in Your Online Presence

Can potential homebuyers find you online? If you haven’t spent time optimizing your website, search listings, and LinkedIn profile for local searches, you may be missing out on a lot of business.


Are you using LinkedIn effectively?

Here is how to leverage the unique features of LinkedIn to showcase your talents and get more business — without turning anyone off.

Building Referral Relationships with Local Realtors

Many of us have seen other service providers give a gift for a referral, such as a coffee card or other sort of gift certificate. But federal regulations prevent realtors from accepting any gifts for referrals to mortgage brokers. (For more on gifting rules for realtors, see this summary of RESPA rules.)

Tech Tools to Improve Borrower Communications

Technology has helped speed our society and improve our ability to communicate. And it has changed the back end of the mortgage loan process. But how can banks use technology to support the front end — communicating with borrowers as their mortgage loan moves through the process?