JOIN TAG
Join a Technology-Driven Mortgage Company
Build your mortgage business with AI-powered automation, extensive investor access, dedicated operational support and marketing technology designed to help you grow. TAG Lending Group is a Miami-based non-delegated correspondent lender and wholesale broker with 100+ investors, 11 licensed states and $2.4B+ closed.
- 98.23%Growth Rate
- 100+Investors
- 14-DayClose
- Miami, FLHeadquarters
01 · THE TAG ADVANTAGE
Why Loan Officers Join TAG
At Tag Lending Group, we're more than a mortgage company; we're a movement. Four reasons originators and branch leaders choose TAG over a broker shop or a direct lender.
Greater lending flexibility
Lend as a non-delegated correspondent or broker the file — you choose the execution that wins the deal, with 100+ investors behind you.
Competitive compensation
Highest LO splits in the industry, DSCR and commercial structures, and a $299/mo tech fee that includes everything instead of garnishing your gross.
Advanced technology
HubSpot CRM/CMS, Arive LOS, AI intake forms and automated follow-up configured before your first file. We don't just originate, we automate.
Dedicated support
Choose your processor, choose your underwriter, 24/7 global support and a pre-underwriting desk that clears files before they hit the investor.
02 · YOUR STACK, DAY ONE
Technology That Works
The actual stack every TAG loan officer receives. One $299/mo technology fee covers all of it — no à-la-carte tools, no per-file deductions.
HubSpot Enterprise CRM
Every contact, deal and Realtor relationship in one system, with a HubSpot portal for each branch.
AI-powered automation
Workflows and AI bots that run follow-up, task creation and nurture without you — the system cuts man-hours by 60%+.
Arive LOS
Modern loan origination with pricing and eligibility built in and fully integrated with HubSpot.
Automated borrower follow-up
Pre-approval, milestone and post-close touches by email, SMS, video and voice on autopilot.
Automated Realtor campaigns
Text messages and co-branded campaigns going out every week on your behalf.
Smart dashboards
Pipeline, pull-through and partner activity at a glance for every LO and branch.
Box
Secure document collection and cloud storage for every file.
Slack Pro
Direct line to ops, underwriting help desk, virtual assistants and leadership.
Vidyard
Personalized video for borrowers and Realtor partners.
Marketing and social-media support
Tag Team Nation produces your content, campaigns, co-branded flyers and landing pages from day one.
AI POWERED MORTGAGE COMPARISON
“We Don’t Just Originate, We Automate”
Mortgage Broker | Non-Delegated Correspondent "TAG" | Direct Lender
| Feature | Mortgage Broker | Non-Delegated Correspondent Tag Lending Group | Direct Lender | Savings or Net Profit |
|---|---|---|---|---|
| Investor Access | Limited broker agreements. | 100+ investors → wide "sandbox" of products, while still maintaining control of fulfillment, still beat broker/direct rates. | One in-house product = "vanilla ice cream, with no other flavors." | More choices = more closings. Brokers/Directs lose deals due to lack of options. |
| Pricing Control | No control. "What you see is what you get," based on the company margins. | Full control. Build fees into pricing, waive with exceptions, still beat broker/direct rates. | Limited control. Margin baked into rate to cover W-2 staff, overhead, expenses and the list goes on. Branch model margins are usually 1.5% higher on rates. | Typically, 40 BPS better than brokers or up to 150 BPS better than direct lenders, depending on the program and investor. |
| Processing | Processor assigned, no transparency. | 7 contract processing companies (multi-lingual), scored like Google reviews so you know who performs best on turnaround times, or is at loan capacity. | W-2 processors; fixed costs. "Dealing with combative attitudes" | Lower ops costs = MLOs/Branch keep more margin at TAG. |
| DSCR Loans | Capped margins. | Mortgage Loan Originators have the opportunity to earn up to a 4.5% company margin, with 70% of net proceeds paid out. Compensation is reviewed quarterly to ensure it aligns with our Company Pricing Policy and remains fully compliant with all federal and state regulations. Adjustments upward or downward may be made as needed to maintain compliance. | Limited flexibility, capped structures. | TAG MLOs/Branch Models earn 2–3x more per DSCR deal than Brokers/Directs. |
| Closing Speed | Dependent on investor timelines. | Automated system closes in <14 days. | Slow due to staff bottlenecks. | Faster closings mean more volume per MLO → higher income. |
| Underwriting | Dependent on lender partner. | Internal pre-underwriter (TBD) + contract underwriting company for fulfillment. Optional fee only if loan closes. "FULL CONTROL" | In-house bottleneck. | Faster clears = save time = money. No Salary = No Higher Rates. |
| Compensation | Typically capped at 275 BPS. | Compliant Version: 180 BPS on self-generated business, 100 BPS on company-provided co-op leads, 70% of net proceeds on DSCR and commercial loans. Compensation is tied to loan amounts in accordance with our Company Compensation & Pricing Policy. All structures are reviewed regularly to ensure compliance with federal and state regulations, including Loan Originator Compensation Rule (LO Comp Rule). | ~150 BPS or less. | TAG = +25–125 BPS more per loan vs Broker/Direct. |
| Expenses | Pay per file. No bundled tech, garnish 10-20% of gross profit. | $299/mo tech fee includes HubSpot Pro, LOS, Box, Slack Pro, 24/7 Virtual Assistant support, etc. | Rates padded to cover salaries + overhead. | Brokers pay à la carte, Directs lose margin → TAG saves hundreds per file + fixed low fee. |
| Realtor/Client Support | Limited co-marketing, if any. | Full Realtor portfolio, co-branded flyers, 24/7 VA support, instant updates to all parties. Text messages going out every week on your behalf. | Basic co-branding. Asking legal for permission. | TAG = better Realtor retention & referrals = $$$ in repeat deals. |
| Credit/Operations | No operations or control. | Company credit card ($500/mo) + comp adjustments tied to performance. | W-2 overhead eats margin. | TAG = direct savings to LO pocket. |
| State Licensing & Reach | Often limited to 1-2 states. | Licensed in 11 states (Lender: FL, SC, TN, TX, GA, MI, NM, OH; Broker: NJ, CT, PA, NM). | Restricted to branch footprint. | TAG = immediate multi-state expansion without extra costs. |
| Branch Model | Broker shops capped at 2.75% comp. How can you grow being capped? | Pure 1099 branch DBAs under TAG. Flat 300 BPS. SRP flows to branch, not lender. Licensing varies by state. Tag Lending Group, LLC is licensed as a Mortgage Lender in FL, SC, TN, TX, GA, OH, and MI; and as a Mortgage Broker in NJ, CT, PA, and NM. Not all programs are available in all states. | Branch nets compressed by 5+ point spreads to the lender making all of the money, hence higher rates. | Branch managers at TAG double their take-home vs Directs. |
| Product Flexibility | Limited based on partner investors. | Full suite: FHA down to 500, No-Doc, Bank Statement, Crypto, Foreign National, Jumbo ($100M+), Reverse, Renovation, Construction, DSCR, Fix & Flip, Bridge, Commercial. | Only what their in-house UW allows. | TAG = more approvals → more closed deals → more money. |
| Proven Track Record | Dependent on broker partner's reputation. | $100M+ closed in 12 months, CEO funded $2.4B career-to-date, 300+ Realtor partners, NAMB & HubSpot partner, Google Ads Certified. | Direct lender volume but at higher cost. | TAG credibility = recruits + clients trust faster → you scale faster. |
| Marketing & Realtor Support | Minimal co-branding. | Tag Team Nation: HubSpot CMS, co-branded flyers, open house marketing, Google Ads, certified HubSpot/CRM partner. CEO Anthony Angelillo will help you land ANY account. | Basic flyers + email drip. | TAG = done-for-you marketing saves $$$ and grows your Realtor base. |
Key Takeaways
A faster way to explain the difference between Brokers, Direct Lenders, and TAG Non-Del.
04 · NON-DELEGATED CORRESPONDENT
Lending Power
A non-delegated correspondent lender with broker flexibility: more ways to place a loan, full pricing control, and fewer reasons to turn a deal down.
Non-delegated correspondent lender model
Fund as the lender on eligible files with investor underwriting behind you. SRP flows to the branch, not the lender.
Lender and broker flexibility
Switch execution file by file to get the right approval and the right price — typically 40 BPS better than brokers, up to 150 BPS better than direct lenders.
Investor access
100+ investors, a wide sandbox of products, while still maintaining control of fulfillment.
Conventional, government, Jumbo and Non-QM products
FHA down to 500, No-Doc, Bank Statement, Crypto, Foreign National, Jumbo to $100M, Reverse, Renovation, Construction, DSCR, Fix & Flip, Bridge, Commercial.
Pricing and scenario support
Build fees into pricing, waive with exceptions, and get help structuring tough scenarios before you present them.
Qualified 14-day closing capabilities
Automated system closes in under 14 days on qualified purchase files. Faster closings mean more volume per MLO.
05 · WE AUTOMATED THAT
Operational Support
Your job is to originate. Ours is to make sure nothing slows the file down between application and funding — no operations costs, we automated that.
Dedicated processing
7 contract processing companies (multi-lingual), scored like Google reviews so you know who performs best on turnaround times.
Pre-underwriting assistance
Internal pre-underwriter plus contract underwriting for fulfillment. Optional fee only if the loan closes.
Loan Officer Assistant options
24/7 Philippines-based virtual assistant support as your production grows.
Contract-to-close support
Instant updates to all parties and milestone communication handled for you, A-to-Z file flow.
Same-day approvals when available
Clean files move the same day they arrive through AI pre-qualification and doc gathering pushed straight into LOS and CRM.
Training and coaching
Built-in LMS, playbooks for MLO onboarding, and CEO Anthony Angelillo will help you land any account.
06 · TAG TEAM NATION
Marketing Support
Done-for-you marketing through Tag Team Nation — a certified HubSpot Solutions Partner and Google Ads Partner — so you generate new business and keep the business you already earned.
- Realtor marketing campaigns
- Co-branded materials
- Past-client automation
- Lead follow-up
- Social-media content
- Landing pages
- Road Map to Homeownership™
Road Map to Homeownership™
Our proprietary AI Mortgage Solutions framework delivers borrowers and Realtors a powerful, fully automated, strategic plan tailored to every scenario — turning first conversations into funded loans and referrals.
07 · HOW YOU GET PAID
Compensation and Business Models
Pick the structure that matches how you source business. Every plan includes the full technology and support stack and is reviewed for compliance with the LO Comp Rule.
Self-generated compensation
180 BPS on self-generated business — the highest tier for loans you source through Realtors, past clients and referral partners.
Company-lead compensation
100 BPS on company-provided co-op leads generated by TAG marketing and delivered to you.
Commercial and Non-QM compensation
70% of net proceeds on DSCR and commercial loans, with up to a 4.5% company margin opportunity.
W-2 and 1099 availability where permitted
Pure 1099 branch DBAs at a flat 300 BPS, or W-2 where state law requires it.
Technology fee and everything included
$299/mo covers HubSpot, LOS, Box, Slack Pro and 24/7 VA support. Plus a company credit card up to $500/mo tied to performance.
LOAN OFFICER COMPENSATION STRUCTURE
Mortgage Loan Officers may be classified as W-2 employees or independent contractors (1099), subject to applicable state laws and company policies.
In certain states, Mortgage Loan Officers may be required to be classified as W-2 employees based on applicable laws and regulatory guidance.
These states may include: CA (DFPI), GA, IN (DFI), MA, MS, MT, NV, NJ, NC, SC, RI, and VT
1099 Compensation
Earn competitive commission splits, subject to applicable fees and company policies. Includes access to high-margin loan programs and Non-QM solutions.
W-2 Compensation
Earn competitive commission-based compensation with structured splits, subject to applicable fees, payroll taxes, and company guidelines. Includes access to high-margin loan programs and Non-QM solutions.
Eligible Loan Officers may receive a company-issued marketing expense card with a monthly limit of up to $1,000, to be used solely for approved business and marketing activities in accordance with company policy and applicable regulatory requirements. All expenses are subject to review, approval, and compliance oversight.
09 · 11 STATES AND GROWING
State Licensing
Licensed in 11 states and growing. Loan officers may become associated with Tag Lending Group, LLC in approved states, subject to state licensing requirements — immediate multi-state expansion without extra cost.
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Broker only in CT, PA, and NJ.
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RECOGNITION & EXCELLENCE
Awards, Features & Industry Recognition
From Scotsman Guide Top Originator rankings to the 2026 South Florida Business Journal Fastest-Growing Companies list — recognition earned by the team you would be joining.
WHOLESALE MORTGAGE COMPANY
Why Us?
At Tag Lending Group, we're more than a mortgage company; we're a movement. Our Proprietary AI Mortgage Solutions Roadmap to Homeownership™ delivers borrowers and Realtors a powerful, fully automated, and strategic plan tailored to every scenario.
Business Infrastructure & Growth
Value Proposition
- AI-Powered Clarity: AI + licensed MLO guidance
- Same-Day Approvals
- Close in as little as 14 Days
- Multiple Investors & Loan Options
- Very Competitive Interest Rates
- Unique Programs (500 Credit Score, No Doc, Crypto, etc.)
What Sets Us Apart
- Workflow for LOs & Branches:
- High Payouts/Splits (top in industry)
- Choose Your Underwriter
- Select Your Processor
- Fast Onboarding (no LMS friction)
- 24/7 Global Support:
- Philippines-based live support
- Marketing via Tag Team Nation (VAs, CRM cleanup)
- Certified HubSpot CMS/CRM support
HR, Payroll & Accounting
- AI Hiring Forms
- QuickBooks & ADP Support
- VAs manage back office
- No operations costs — “We Automated That”
Tech Stack
- Automated marketing workflows (email, SMS, video, voice)
- AI-driven intake forms (lead & Realtor)
- Dedicated websites, apps, CRMs
- HubSpot portals for each branch
- Arive LOS Integration
- Slack Channels for collaboration
- Box Cloud Storage
Marketing That Performs
- Turn-key campaigns (Day 1)
- Social Media & Content Management
- Email drip automation
- HubSpot CMS custom automation
Full Product Lineup
- Conventional, FHA, VA, USDA, Jumbo (to $100M)
- Fannie Mae & Freddie Mac
- Renovation Loans (203k, Homestyle)
- Foreign National Programs
- Construction (OTC)
- Bank Statement & Asset Depletion Loans
- Investor No Ratio / No Doc
- DSCR, Hard Money, Bridge, Fix & Flip
- Reverse Mortgages
- Commercial, Mixed-Use, Multi-Family
- Crypto-Backed Lending
Time Kills Deals – We Automated That
- Pre-qualify, gather docs, push into LOS & CRM
- Underwriter Assist + commission-driven processors
- A-to-Z file flow = you close more deals
Performance, Culture & Benefits
We Will Not Be Beat
- Highest LO splits
- No cost HR/accounting/ops
- Insurance revenue & retirement payouts
- Earn even after retirement
Daily Duties Simplified
- Guide Realtors/Borrowers to AI intake form
- Data auto-enters HubSpot CMS & LOS
- Processing + Underwriter Assist take over
- LO focuses on closing more
Achievements
- Licensed in 10 states (FL, SC, TN, TX, GA, MI, PA, CT, NC, NJ, OH)
- $2.4 Billion+ closed
- Proprietary Road Map to Homeownership™
- AI pre-underwriting & processing model
- 300+ Realtor & financial partners
- CEO Anthony Angelillo: $2.3B+ funded career volume
Culture & Hobbies
- Entrepreneurs • Fitness junkies • Clean eating • Digital creators • Life learners
Memberships
- NAMB (National Association of Mortgage Brokers)
- HubSpot Solutions Partner
- South Florida Mortgage Bankers Association
- Google Ads Partner
Year Started
- Established 2021, 4+ years serving clients
Fastest Growing Company
- Honored to be recognized among the 2026 Fastest-Growing Companies by the South Florida Business Journal.
Qualifications
- Must be licensed Mortgage Loan Originator (NMLS)
Benefits
- Medical, Dental, Vision
- Life Insurance
- Group policies (no employer contributions at this time)
Who Thrives at TAG
Built for entrepreneurs who want leverage, not babysitting. Must be a licensed Mortgage Loan Originator (NMLS) — or on the path to becoming one.
- Licensed mortgage professionals
- Growth-minded originators
- Loan officers comfortable with technology
- Purchase-focused professionals
- Realtors becoming licensed MLOs
- Branch leaders and producing teams
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TEAM VOICES
From the People Who Work Here
What TAG loan officers, processors and branch leaders say about the technology, the support, the compensation and the culture. (Real quotes to be added.)
- Technology
- Support
- Compensation
- Company culture
- Leadership
- Closing difficult loans
CANDIDATE QUESTIONS
Frequently Asked Questions
Straight answers to the questions candidates ask most about working at a technology-driven, non-delegated correspondent lender.
Is TAG Lending Group a technology-driven mortgage company?
Yes. TAG Lending Group is a Miami-based non-delegated correspondent mortgage lender that equips every loan officer with HubSpot CRM/CMS, AI-powered automation, Arive LOS, Vidyard, Box and Slack Pro, plus done-for-you marketing through Tag Team Nation.
Does TAG provide loan officers with a CRM?
Yes. Every TAG loan officer receives a configured HubSpot seat — with a HubSpot portal for each branch — including automated borrower follow-up, Realtor campaigns and smart dashboards. It is included in the $299/mo technology fee.
Does TAG offer remote mortgage positions?
Yes. TAG offers remote loan officer positions in states where it holds lender or broker licensing and where remote employment is permitted. Some states have location-proximity requirements — see the State Licensing page.
How many investors does TAG work with?
TAG maintains more than 100 investor relationships covering Conventional, FHA, VA, USDA, Jumbo to $100M, and a full Non-QM suite including DSCR, Bank Statement, Foreign National and Crypto-backed programs.
Does TAG offer W-2 and 1099 positions?
Yes. TAG offers both W-2 and 1099 loan officer structures where permitted by state law, including pure 1099 branch DBAs. In certain states, MLOs may be required to be classified as W-2 employees.
What marketing support does TAG provide?
Turn-key campaigns from day one, co-branded flyers and open house marketing, past-client automation, weekly Realtor text campaigns, social-media and content management, landing pages and the Road Map to Homeownership™ borrower framework.
What states can TAG loan officers originate in?
TAG loan officers can originate in every state where TAG holds a license: Lender in FL, SC, TN, TX, GA, MI, NM and OH; Broker in CT, PA and NJ. The current list is maintained on the State Licensing page.
How is TAG different from a 100% commission mortgage company?
A 100% commission shop pays a high split and charges for everything else — no bundled tech, garnishing 10-20% of gross profit. TAG includes enterprise technology, processing, pre-underwriting, marketing and pricing control in one predictable $299/mo fee, typically netting +25–125 BPS more per loan.
Ready to Build Your Mortgage Business With TAG?
Kickstart Your Career Here
Explore open opportunities and find the role that fits your next move. Every role comes with the full TAG technology stack, 24/7 support and the Road Map to Homeownership™ system.
Benefits and technology summary
- Medical, Dental, Vision
- Life Insurance
- Group policies (no employer contributions at this time)
- HubSpot Enterprise CRM
- Arive LOS
- Box
- Slack Pro
- Vidyard
- AI-powered automation
Hiring-process overview
Apply or request a call
Discovery conversation
Technology and support walkthrough
Offer and licensing transfer
Onboarding and launch
Equal-employment statement
TAG Lending Group is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by law.
Confidential inquiries
Compliance & Licensing Disclaimer
Tag Lending Group, LLC (NMLS ID #2329372) is a licensed Mortgage Lender in Florida, South Carolina, Tennessee, Texas, Georgia, and Michigan; and a licensed Mortgage Broker in New Jersey, North Carolina, Connecticut, and Pennsylvania. We operate as a Non-Delegated Correspondent Lender in certain states and as a Mortgage Broker in others. Not all products are available in all states. Licensing status can be verified through the Nationwide Multistate Licensing System & Registry (NMLS) Consumer Access website.
All product comparisons, rate savings illustrations, and compensation examples provided herein are for educational and recruitment purposes only and do not constitute a commitment to lend, extend credit, or guarantee savings. Actual pricing, loan eligibility, and compensation structures may vary by borrower profile, investor, state licensing restrictions, and market conditions. Any references to pricing spreads (e.g., "up to 40 BPS better than Brokers" or "up to 150 BPS better than Direct Lenders") are based on typical investor scenarios and subject to change without notice.
Tag Lending Group complies with all applicable Federal and State laws, including the SAFE Act, RESPA, TILA, ECOA, GLBA, and CFPB UDAAP guidelines.
TCPA & Consumer Marketing Compliance
We respect consumer privacy and comply with the Telephone Consumer Protection Act (TCPA), CAN-SPAM, and all Do Not Call regulations. Tag Lending Group does not solicit, call, or market to any consumer who has not expressly opted in to receive communications.
All SMS, email, and phone communications are sent only with documented consumer consent and may be revoked at any time.
All marketing references to AI, automation, and CRM systems are for internal business and recruitment use, intended for recruiting licensed Mortgage Loan Originators (MLOs), financial professionals, and real estate partners. Borrower-facing systems are fully compliant with Federal and State consumer protection laws.