Mortgage Guide

Mortgage Guide

Get Wyz Mortgage is an independent mortgage broker and a subsidiary of Get Wyz, the Home ownership planning platform founded by Bob Curtis, who built Money Guide, financial planning software used by more than 100,000 financial advisors across the U.S. As a broker, we compare our lender network to match each buyer with the loan that best fits their financial situation.

The Mortgage Guide works with the Lead Mortgage Guide to walk buyers through the financing side of home buying. By the time a buyer reaches you they already know they are ready. Your job is to help them understand their options and get them into their home.

We do not have salespeople here. We have Mortgage Guides. We run a combination of loan types, payments, rates, points, and down payment amounts, optimize them against what matters most to the buyer, and put real options in front of them. A Guide explains how each one impacts their financial situation, then allows the buyer to decide which loan fits best.

It is the buyer’s decision, not ours.

• Buyers come to you. No prospecting, no cold calls, no bought leads, no personal book of business to build.
• They arrive educated. Most have built a Home ownership Plan in the Get Wyz app and already know their numbers. Some are ready to buy right now. Either way, you are not starting at square one on how a mortgage works.
• You know where they stand before the first call. Every buyer runs through Wyz Calc, the home buying methodology Get Wyz is built on, so you have a real read on viability going in. You still verify everything. You are just not burning weeks on files that were never going to close.
• The structure is modeled, not guessed. We run the combinations and bring back real options. Your job is to explain what each one means for that buyer, help them decide which fits, and help them obtain the financing through one of our lenders. Something most loan officers have never experienced.

This role will not feel like any origination job you have done. Buyers set the pace. Some want to talk every week. Some want to check in twice and handle the rest by email. Either is fine. What does not change is that they hear from us before they have to ask every step of the way to closing.

We are evolving. The Get Wyz platform is young, so not every buyer arrives with a Home ownership Plan built. Some come to us ready to buy now or already own a home, the same way they had come to any broker, and those files still need to get done well. You will originate both. What does not change is that you are not the one generating the lead.

You enjoy helping people but do not enjoy the financial stress that inconsistent paychecks create. This is a ground-floor opportunity to help shape how a technology-first mortgage company supports home buyers, with room to grow as Get Wyz Mortgage expands its team.

Get Wyz Mortgage is early. A small team in Midlothian today, more states and more lenders over the next few years. You are joining early enough that how this works is still being decided, and the people here now are the ones deciding it.

• Work directly with home buyers, whether they arrive with a plan already built or come to us ready to buy, refinance, or take advantage of home equity by helping them understand their financial picture and which loan fits it.
• Lay out the loan options, explain the tradeoffs in plain language and real dollars, and let the buyer make the decision.
• Help each borrower understand a realistic, personalized path into the home, grounded in their actual financial picture rather than a generic pre-approval number.
• Originate loans end-to-end: communicate with buyers, lenders and Coordinators, collect and verify documentation, evaluate creditworthiness, run and interpret AUS.
• Explain timelines, documentation needs, approval steps, and next actions before the buyer has to ask for them.
• Use Get Wyz technology and buyer data to deliver a consistent, consultative experience rather than relying on cold calling or self-sourced lead generation.

• Active MLO license with NMLS in good standing, ready to originate immediately.
• Mortgage origination, processing, lending, banking, or home buying experience, ideally with purchase transactions including VA and FHA loans.
• A buyer-first, consultative communication style with the ability to explain complex mortgage topics clearly.
• Someone who is comfortable presenting options and…