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Texas Broker Operations & Compliance Scorecard

See where your brokerage stands before your next Mortgage Call Report is due.

If your brokerage works with outside loan processors or underwriters, Texas is now asking for more detail on your next report. This 2-minute check tells you where you stand — plus a few everyday habits, like how fast you follow up with leads and how many different tools your team juggles, that quietly cost brokerages time and money.

9 questions. About 2 minutes. No email required to see your score.

Q1 2026New SSSF data section required in your quarterly Mortgage Call Report
0–100Your operations score across compliance, lead speed, and tooling
2 minTo find out if you're exposed, and where
  • Whether your third-party processing exposes you to the new SSSF filing section
  • How fast your leads actually get contacted
  • Whether leadership can see which agent is working which lead
  • How fragmented your CRM, dialer, and document tools really are
  • Whether builder or Non-QM lending is a gap worth closing
Built by Fantech Labs for Texas mortgage brokerages. This assessment is independent and informational — it isn't affiliated with the Texas Department of Savings and Mortgage Lending, and it isn't legal or compliance advice. Talk to your compliance counsel about your specific filing obligations.