Lead Mortgage Guide

Lead 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.

This is not a typical loan officer role, and it is not quite a financial advisor role either. It is a consultative, coaching role that happens to include originating the loan.

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.

Most loan officers spend the week chasing leads, guessing whether someone can qualify, and explaining how a mortgage works from scratch. Then they estimate the structure, points, or no points, how much down, and hope they landed somewhere good. That is not this job.

• 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 without wasting weeks on files that are 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 in transition. 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’d 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.

This is the founding hire for Get Wyz Mortgage’s Mortgage Guide team. The Lead Guide defines what great looks like here, builds the team underneath them, shapes the buyer’s experience from day one, and sets the standard for how a Guide treats a buyer and how Get Wyz Mortgage originates loans.

Get Wyz Mortgage is early. Today that means a small team in Midlothian and a lender network we are actively growing. Over the next few years, it means more states, more lenders, and a mortgage operation built around the buyer instead of the transaction. None of that is fully decided yet, which is the point. The person in this seat is not inheriting a playbook.

They are writing the one everyone after them will follow, without having the stress of prospecting or hunting down leads.

• Work directly with home buyers, whether they arrive with a plan already built or come to us ready to buy, refinance, or take…