It’s the question that should decide where you go. Here’s what “you own your database” really means — and what to confirm before you move your branch.
Book a confidential conversationBranch opportunities overviewThe single biggest fear when moving a mortgage branch is losing the book of business you spent years building. It should be a dealbreaker question, and the answer should be in writing.
Past borrowers and the agents who send you business are your relationships. PRMI branch partners own their database — it’s yours to keep and to take.
Build under your own name or a DBA — a personal or team brand like “The John Thomas Team, a division of PRMI,” or a DBA such as “Montana Mortgage Group powered by PRMI.” Your name, social, reviews, and content stay yours.
The campaigns and creative built around your business shouldn’t vanish if you ever leave. Confirm ownership up front.
Before you sign anywhere, get clear answers: Can you export your full CRM and contacts? Do you keep your personal brand, social accounts, and reviews? Are your marketing assets yours if you leave? “It’s complicated” is an answer — and usually a no. At PRMI, the answer is that your business stays your business.
The PRMI branch partnership model, start to finish.
Read →The questions that decide where your branch belongs.
Read →What real marketing support looks like — and proof.
Read →The steps, licensing, and what a partnership shortcuts.
Read →A straight, confidential conversation about your production, your market, and what running your own PRMI branch would look like.
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