Hi all,

I'm an ISO looking to transition to the affiliate/referral space. Despite having no experience in social media or finance, I purchased an in-depth, comprehensive training program and got a nice website, company name, logo, CRM, and optimized LinkedIn profile. I've generated over 50 leads so far. Yet doing all the normal things like compiling files, making submissions to individual lenders, and chasing down additional documentation to get approvals, which are the bread and butter of the business, are simply not working for me. But I'm a pro at the introductory phone call to assess clients' needs and put them at ease.

Looking for a one-stop shop that handles all loan types to just send leads to, regardless of the particular situation of the client or what type of loan product they need. Does it exist?

I resisted this option from the outset due to the reduced commissions. Now that seems better than leaving the business entirely. Thanks in advance