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Shop-starter templates

For the Start your own broker shop path. Not sure that's your path? Take the quiz.

Last updated November 2026

Broker Shop Checklist

Free

Every launch step from the Learn page on one printable checklist, with "verify for your state" flags and links to official sources.

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Shop Launch Kit

$97

A step-by-step launch plan, licensing and lender-approval checklists, and a startup cost worksheet for your state's numbers. [Tim to confirm final contents]

Get the Launch Kit

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Broker Shop Course

$397

A guided walkthrough of starting and running a broker shop: compliance, lenders, tech, and marketing. Includes the Launch Kit. [Tim to record lessons and provide the module list]

Get the Course

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Refund policy: [Tim to decide]