Having these systems rooted in your subconscious as part of a natural and consistent process will pay massive dividends for your mortgage business. […]
Habits and Systems
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. […]
Chapter 61: Mortgage Fraud
Some clients may think that bending the rules to get their mortgage is “no big deal,” when in reality it is your livelihood as a Mortgage Broker on the line. […]
Chapter 36 Part 2 — What’s Your Best Rate? Handy Scripts
When asked “What’s your best rate?” here are some scripts to set you up as the reliable mortgage expert. […]
Chapter 36 — What’s Your Best Rate? The Opening
Beware of anchoring yourself to a mortgage-rate number. Answer the question, but insert a comma and talk about related topics. […]
Ch. 22 Heuristics (vs. Shortcuts)
An excerpt from Vol. 2 of Be the Better Broker. Heur-what-stics? As defined by Wikipedia, a heuristic technique, often called simply a heuristic, is any approach to problem solving, learning or discovery that employs a practical method not guaranteed to be optimal or perfect, but sufficient for the immediate goals. When an optimal solution is […]
Volume 2 Audiobook Release
Grab your funky headphones! Amazon just went live (at last) with the audiobook files for Be The Better Broker Volume 2: Days 1-100 As A New Broker, Building Lasting Foundations and Surviving In The Meantime and as only Amazon has the power to do, they have decided on a sale price of $3.47 as an […]
The MPC Conference & Volume 3
Good day, We will return to more usual day-to-day posts next week, this week is just shameless plugs for the conference and the newest book. Shameless plug for the MPC Conference: Hopefully you are waking up in Vancouver today or tomorrow and attending the annual Mortgage Professionals Canada conference this weekend. It […]
Mortgage Professionals Canada – Annual Conference
A short post, with a few links to follow: Here is a link to the heart of my communication with my TD variable clients. At last count I have well over 300 such clients. A direct email, and this post, were a great way to reconnect with several and for the vast number in Prime […]