Business Development Marketer

People already ask you who to call for a mortgage.

As a BDM for Shoreline Mortgage Group, you make the introduction and our licensed team handles everything after hello.

  • No license
  • No rate talk
  • Nothing to sell
  • No upfront cost
Every Thursday30 minute Zoom call
No upfront costBackground check covered
Licensed teamFlorida and Pennsylvania
Prompt follow upWithin one business day

Who it fits

If people trust you with the big decisions, you already have the network.

BDMs come from every kind of business. What they share is a circle of people who ask them for advice.

01

Realtors

You already do the hard part of every deal. Keep your license and your business exactly as they are.

02

Stylists and barbers

Your chair hears about the new house and the move to Florida before anyone else does.

03

Insurance and financial pros

Your clients bring you their money questions, and the house is usually one of them.

04

Contractors and home services

Homeowners ask you how to pay for the project. Now you have someone to send them to.

05

Creators and community pages

Your town asks you who to trust. You never have to pitch your followers.

The whole job

You introduce. We handle the rest.

You

Make the introduction.

Hand someone your QR card or send one text. That is your part.

WeShoreline Mortgage Group handles
  • Rates and loan options
  • Applications and paperwork
  • Underwriting and closing
  • Every question along the way

After the scan

Here is what happens when someone scans your QR code.

Four steps. Your part ends at the first one.

  1. Camera pointed at your QR card

    1

    They scan your card

    It is on your sign, station card and take home card. You can also text your short link.

  2. YNRecommended by Your Name

    What can we help with?

    Buying a homeStart here →
    RefinancingStart here →
    Paying off debtStart here →
    Moving to FloridaStart here →
    Home improvementsStart here →
    Not sure yetStart here →
    2

    They land on your page

    It says Recommended by your name and shows six topics. They tap Start here on the one that fits.

  3. Step 2 of 2✓ Buying a home

    How can we reach you?

    First name
    Mobile phone
    Email
    I agree to calls and texts from Shoreline Mortgage Group. Reply STOP to opt out.
    Submit
    3

    They share how to reach them

    Two quick screens. They pick a topic, timeline and state, then add their name, phone and email.

  4. SShoreline Mortgage GroupText message
    Thanks for reaching out about buying a home. Josh Bartlett will follow up with you. Reply STOP to opt out.
    Josh texts within one business day
    4

    Josh follows up

    They get a thank you text. Josh Bartlett follows up within one business day.

You never see client details. Josh shares a monthly activity count with you.

Screens shown are an illustrative example. Your card and page carry your own name.

How it works

Four steps from curious to active.

  1. 1

    Tell us about you

    Fill in the short form below and pick the Thursday that works for you.

  2. 2

    Join the Why BDM call

    A weekly 30 minute Zoom call with the BDM Director. Bring your questions.

  3. 3

    Get set up

    Five short steps, each sent to you by text with one tap to mark it done.

  4. 4

    Start introducing

    You get a QR card and a page with your name on it. Josh follows up with everyone who scans within one business day.

Thursday Why BDM call

Save your seat.

A 30 minute Zoom call with the BDM Director, every Thursday.

  1. 1Tell us about you. A few quick questions.
  2. 2Pick your Thursday. Times show in your time zone.
  3. 3Register on Zoom. The registration page opens as soon as you book.

Prefer to talk first? Call or text Josh at (941) 204-2777.

Tell us about you

Step 1 of 3

Pick your Thursday

Step 2 of 3

Step 3 opens the Zoom registration page. Register there to get your link.

FAQ

Straight answers.

Still have a question? Call or text Josh at (941) 204-2777.

Is this legal?

Yes. Federal rules do not allow a lender to pay someone for sending business. They do allow a company to compensate its own employees. As a BDM for Shoreline Mortgage Group, you are a part time W-2 employee of NEXA Lending, and the role is built around that rule. Shoreline Mortgage Group is a branch of NEXA Lending operating under its own name.

Do I need a license?

No. You do not need an NMLS license, and you never discuss rates, terms or loan options.

Will I be selling loans?

No. You make the introduction. Our licensed team handles every conversation about rates, applications and approval.

What does my broker or firm need to know?

If you hold a real estate license or work for a financial firm, clear the role with your managing broker or compliance team before you start, and let your clients know about the relationship. The Thursday call covers this.

How much time does it take?

Most of it is conversations you already have. Setup comes one step at a time, each with a text link and a reminder.

Are there any costs?

No upfront cost. Your background check is covered, and your monthly tech fee is reimbursed while you are actively marketing.

Where do my introductions need to be?

Our team is licensed in Florida and Pennsylvania, with Missouri in progress. Your network does not need to be local to you.

See how it works in 30 minutes this Thursday.

Save my seat

1460 S. McCall Rd., Suite 3D 14
Englewood, FL 34223

Josh Bartlett, Branch Manager

NMLS #1425493

Shoreline Mortgage Group, Company NMLS #1660690

(941) 204-2777 · [email protected]

Licensed in Florida and PennsylvaniaEqual Housing OpportunityFor recruiting information only. Not a commitment to lend.