That’s a smart combination—and a pretty common path for people who want more control over both sides of a transaction.

Being both a mortgage loan officer and a real estate agent can give you a real edge, but it also comes with a few things you’ll want to think through early so you don’t run into headaches later.

First, the upside: you’re in a position to guide clients from pre-approval all the way through closing. That can make you more valuable ...