Preparedness, consistencey, and concise, up front communication are all key in this deadline-driven business. […]
Scare The Tourists!
Don’t Cold Call
Don’t cold call potential mortgage clients. Here are the people you should cold call, and here is what you should tell them. […]
Inspiring Books for Mortgage Brokers
My favourite books on the subjects of excellence, customer service, sales, branding and how people think. Plus one that literally put me to sleep. […]
Industry Relationships
Are you building or burning bridges? Every interaction, every conversation with a mortgage industry colleague can be one or the other. […]
Habits and Systems
Having these systems rooted in your subconscious as part of a natural and consistent process will pay massive dividends for your mortgage business. […]
Your Customer Relations System
Build the vital habit of inputting key metrics about your mortgage clients. You will value the aggregate data years from now. […]
Chapter 26 — Revenue: Budgets and Brokering
For a Mortgage Broker, a two-page business plan you can glance at daily will keep you on course. Here’s what mine looked like. […]
The Four Ingredients
BELIEF DETERMINATION ACTION DISCIPLINE – A.K.A. Constant Spaced Repetition Step One: Belief Belief boils down to three little words: clarity of purpose. Clarity of purpose is crucial. Do you know whyyou are doing what you are doing? Do you believe wholeheartedly in the why? Do you feel an unshakable sense of purpose around the path […]
Why So Many Docs?
I just sent this out to my database, if you are so inclined feel free to send them the same link or shoot a similar version in your own words and send that (send me a copy of it as well). Why does the Mortgage Broker want so many docs? We actually don’t. Why does […]
Bricks & Mortar
In this business, each file you complete is another brick in your wall. The first walls (years) form the foundation that you are building your business success on. With a strong foundation, it’s up to you how many levels you build upon it. What strengthens a wall? Many things, but a key is the mortar […]