Private Beta
The first AI-powered lender matching platform built by mortgage brokers, for mortgage brokers.
MBM analyzes borrower scenarios against thousands of lender guidelines in seconds — surfacing eligible programs, flagging near-misses, and giving brokers the confidence to close deals faster. We built the tool we always wished existed.
The problem we solve
Hours lost to manual research
Brokers spend hours calling AEs and cross-referencing guideline PDFs just to find out if a borrower might qualify.
Loan fallout from bad fits
Mismatched lender requirements cause fallout late in the process — wasting time and damaging client relationships.
Working a narrow lender panel
Most brokers rely on a handful of familiar lenders and miss better programs their borrowers actually qualify for.
Our solution
AI-powered matching that reads guidelines so you don't have to.
MBM ingests lender guideline documents, chunks them intelligently, and runs a hybrid retrieval and LLM evaluation pipeline against any borrower scenario. The result: a ranked list of eligible programs with criteria breakdowns and confidence scores — in seconds, not hours.
Matches borrowers to eligible programs across your full lender panel
Shows exactly which criteria pass, fail, or are near-misses
Explains its reasoning so you can verify and trust the output
Supports MISMO XML import, custom scenarios, and follow-up Q&A
Co-founders
Marques Aurelius Johnson
Co-Founder
Marques has handled over $100M in loan volume and spent years watching brokers lose time and deals to inefficient guideline research. He built MBM because he lived the problem firsthand — and knew there had to be a better way.
“I spent countless hours researching lender guidelines and calling AEs just to find out a property didn't fit. I knew there had to be a better way.”
Dalton Thacker
Co-Founder
Dalton specializes in financial services law and mortgage broker regulations. His legal expertise ensures MBM operates within a rigorous compliance framework — built right from day one, not bolted on later.
Regulatory compliance and broker protection are core to every feature we ship — not afterthoughts.
Our story
Founded in 2025 by operators who know the problem intimately.
Mortgage Broker Mastery was founded in 2025 by Dalton Thacker and Marques Aurelius Johnson — combining deep industry experience with legal expertise. The idea came from a simple observation: brokers were doing the same tedious research over and over, and the tools available hadn't caught up with what AI could now do.
Marques brought the operational lens — years of closing loans, managing a branch, and watching good deals fall through because the right lender wasn't found in time. Dalton brought the compliance architecture, ensuring that innovation and regulatory rigor weren't at odds. Together, they set out to build the platform they wished had existed throughout their careers.
MBM is currently in private beta. We're working directly with a small group of brokers to sharpen the product before a broader launch. If you're a broker interested in early access, reach out.
Contact
Get in touch
Questions about the platform, early access requests, or partnership inquiries — we read everything.
Private beta
MBM is invite-only during beta. If you're a mortgage broker interested in early access, email us and we'll get you set up.